44,427 Clicked to Enroll

ISave 529 is a direct-sold 529 education savings plan available to residents of any state offering low fees and 16 investment options from Vanguard. Iowa residents may enjoy a state tax deduction for contributions to the plan.

Fee Score

4.5 / 5

Performance

2.5 / 5

Program type
Savings
Inception
1998
State agency
State Treasurer of Iowa
Tax deduction
Program Manager
State Treasurer of Iowa, Ascensus College Savings, and The Vanguard Group
Program distributor
State Treasurer of Iowa.

Plan Details

Investment Options

Investors in ISave 529 can select from the following investment options. Click on a portfolio name for more information.

Child Age

Performance

Max Expense Ratio:

2.5%

Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.

Portfolio	E.R.	% Equity	1YR Performance
Growth: Conservative Growth Portfolio (15)	0.17%	N/A	N/A
Growth: Income Portfolio (17)	0.17%	N/A	N/A
Growth: Aggressive Growth Portfolio (0-5)	0.17%	100%	18.1%
Growth: Conservative Income Portfolio (19+)	0.17%	0%	3.44%
Growth: Blended Aggressive Growth Portfolio (6-7)	0.17%	90%	16.54%
Growth: Growth Portfolio (8-9)	0.17%	80%	15%
Growth: Blended Growth Portfolio (10-11)	0.17%	70%	13.48%
Growth: Moderate Growth Portfolio (12-13)	0.17%	60%	11.92%
Growth: Blended Moderate Growth Portfolio (14)	0.17%	50%	10.4%
Growth: Blended Conservative Growth Portfolio (16)	0.17%	40%	8.94%
Growth: Blended Income Growth Portfolio (18)	0.17%	30%	7.44%
Conservative
Conservative Growth: Moderate Growth Portfolio (0-5)	0.17%	60%	11.92%
Conservative Growth: Conservative Growth Portfolio (8-9)	0.17%	40%	8.94%
Conservative Growth: Income Portfolio (12-13)	0.17%	20%	5.93%
Conservative Growth: Blended Income Portfolio (14-15)	0.17%	10%	4.52%
Conservative Growth: Blended Moderate Growth Portfolio (6-7)	0.17%	50%	10.4%
Conservative Growth: Conservative Income Portfolio (16-17)	0.17%	0%	3.44%
Conservative Growth: Conservative Income Portfolio (18)	0.17%	0%	3.44%
Conservative Growth: Blended Conservative Growth Portfolio (10-11)	0.17%	30%	7.44%
Conservative Growth: Interest Accumulation Portfolio (19+)	0.17%	0%	2.68%
Moderate
Moderate Growth: Growth Portfolio (0-5)	0.17%	80%	15%
Moderate Growth: Blended Moderate Growth Portfolio (10-11)	0.17%	50%	10.4%
Moderate Growth: Blended Growth Portfolio (6-7)	0.17%	70%	13.48%
Moderate Growth: Conservative Growth Portfolio (12-13)	0.17%	40%	8.94%
Moderate Growth: Moderate Growth Portfolio (8-9)	0.17%	60%	11.92%
Moderate Growth: Blended Income Portfolio (18)	0.17%	10%	4.52%
Moderate Growth: Blended Conservative Growth Portfolio (14-15)	0.17%	30%	7.44%
Moderate Growth: Income Portfolio (16-17)	0.17%	20%	5.93%
Moderate Growth: Interest Accumulation Portfolio (19+)	0.17%	0%	2.68%
Aggressive
Aggressive Growth: Moderate Growth Portfolio (15)	0.17%	N/A	N/A
Aggressive Growth: Conservative Growth Portfolio (17)	0.17%	N/A	N/A
Aggressive Growth: Aggressive Growth Portfolio (0-5)	0.17%	100%	18.1%
Aggressive Growth: Income Portfolio (19+)	0.17%	20%	5.93%
Aggressive Growth: Aggressive Growth Portfolio (6-7)	0.17%	100%	18.1%
Aggressive Growth: Aggressive Growth Portfolio (8-9)	0.17%	100%	18.1%
Aggressive Growth: Blended Aggressive Growth Portfolio (10-11)	0.17%	90%	16.54%
Aggressive Growth: Growth Portfolio (12-13)	0.17%	80%	15%
Aggressive Growth: Blended Growth Portfolio (14)	0.17%	70%	13.48%
Aggressive Growth: Blended Moderate Growth Portfolio (16)	0.17%	60%	11.92%
Aggressive Growth: Blended Conservative Growth Portfolio (18)	0.17%	40%	8.94%

Who are you saving for?

Get FREE access to:

ISave 529

ISave 529

Investment Options