General InformationDownload PDF Report

Edvest logo

Edvest

Wisconsin's Edvest is a direct-sold 529 college savings plan available to residents of any state, and offers low minimums and a variety of investment options from TIAA-CREF, T. Rowe Price and others. Wisconsin residents may enjoy a state tax deduction for contributions to the plan.

Our Ratingx

4.5 of 5

Fee Scorex

4.5 of 5

Performancex

5 of 5

  • Program typeSavings
  • Inception1997, but substantially changed in 2012
  • State agency
    Wisconsin Department of Financial Institutions
  • Tax deduction
    Tax deduction for single filers $3,200/yr
    Tax deduction for joint filers $3,200/yr
  • Program Manager
    TIAA-CREF Tuition Financing, Inc.
  • Program distributor
    TIAA-CREF Individual & Institutional Services, LLC
  • Manager contract termUNLOCK PRO

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

Use the form below to filter through the investment options in this plan

Child age


Max Expense Ratio:2.5%

Age Based Investment Options

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.

Static Investment Options

This refers to an investment option that is not programmed to change over time. The individual fund portfolio and multi-fund portfolio described below are static options. So are many portfolios that do not use mutual funds, such as stable-value options, guaranteed options, CD options, etc.

PortfolioE.R% Equity1YR PerformanceRank
Index-Based Conservative Portfolio0.27%20%2.73%4 of 68
Index-Based Moderate Portfolio0.22%50%5.89%35 of 52
Index-Based Aggressive Portfolio0.19%80%9.70%8 of 52
Active-Based Conservative Portfolio0.41%20%3.04%2 of 68
Active-Based Moderate Portfolio0.38%50%6.11%28 of 52
Active-Based Aggressive Portfolio0.35%80%9.65%4 of 52
Balanced Portfolio0.15%65%10.65%16 of 52
International Equity Index Portfolio0.17%100%1.67%206 of 228

Individual Investment Options

Sometimes called a single-fund option, this is a portfolio invested in a single mutual fund. Often the name of the 529 portfolio is very similar to the name of the underlying mutual fund. A large number of broker-sold 529s offer an extensive line-up of individual fund options, while a smaller number of direct-sold 529s offer them.

PortfolioE.R% Equity1YR PerformanceRank
Bond Index Portfolio0.2%0%-1.46%38 of 68
Social Choice Portfolio0.26%100%16.23%87 of 228
Large-Cap Stock Index Portfolio0.13%100%17.69%71 of 228
U.S. Equity Active Portfolio0.27%100%17.16%31 of 228
Small Cap Stock Index Portfolio0.13%100%15.28%18 of 228

Use the form below to filter through the investment options in this plan

Child age


Max Expense Ratio:2.5%