The IAdvisor 529 Plan is managed by Voya Investment Management Co. LLC. Voya succeeded Upromise Investments as program manager in March 2013. The revised program features an age-based option, four static allocation options, and 12 single fund options utilizing Voya funds managed by Baillie Gifford Overseas Limited; BlackRock Financial Management, Inc.;Brandywine Global Investment Management, LLC; Brookfield Investment Funds; Credit Suisse AssetManagement, LLC; Delaware Investments Fund Advisers; Hahn Capital Management, LLC; LSV AssetManagement; Polaris Capital Management, LLC; Van Eck Associates Corporation; Voya InvestmentManagement Co. LLC; and Wellington Management Company LLP. To find a financial advisor in your area, use the Directory of Financial Professionals.
- Program typeSavings
- Inception2006, but substantially changed in 2013
- State agencyState Treasurer of Iowa
- Tax deduction
- Program ManagerVoya Investment Management Co. LLC
- Program distributorVoya Investments Distributor, LLC
IAdvisor 529 Growth
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stock | 58.5% | 70.25% |
| Foreign Stock | 23.5% | 24.69% |
| Real Estate | 0% | 4.46% |
| Bond | 18% | 0.55% |
| Short Term Bond | 0% | 0% |
| Cash/MM | 0% | 0.01% |
Performance
Fees & Expenses (1 Year)
Total Expense Ratio
Fees vs Performance
Calculate your fee
Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.
Growth of $10,000
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2024.
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Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.
Category average
Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).