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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 Ratingix
Fee Scoreix
Performanceix
- Program typeSavings
- Inception1997, but substantially changed in 2012
- State agencyWisconsin Department of Financial Institutions
- Tax deductionTax deduction for single filers $3,200/yrTax deduction for joint filers $3,200/yr
- Program ManagerTIAA-CREF Tuition Financing, Inc.
- Program distributorTIAA-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.
| Portfolio | E.R | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Index-Based Conservative Portfolio | 0.27% | 20% | 2.73% | 4 of 68 |
| Index-Based Moderate Portfolio | 0.22% | 50% | 5.89% | 35 of 52 |
| Index-Based Aggressive Portfolio | 0.19% | 80% | 9.70% | 8 of 52 |
| Active-Based Conservative Portfolio | 0.41% | 20% | 3.04% | 2 of 68 |
| Active-Based Moderate Portfolio | 0.38% | 50% | 6.11% | 28 of 52 |
| Active-Based Aggressive Portfolio | 0.35% | 80% | 9.65% | 4 of 52 |
| Balanced Portfolio | 0.15% | 65% | 10.65% | 16 of 52 |
| International Equity Index Portfolio | 0.17% | 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.
| Portfolio | E.R | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| Bond Index Portfolio | 0.2% | 0% | -1.46% | 38 of 68 |
| Social Choice Portfolio | 0.26% | 100% | 16.23% | 87 of 228 |
| Large-Cap Stock Index Portfolio | 0.13% | 100% | 17.69% | 71 of 228 |
| U.S. Equity Active Portfolio | 0.27% | 100% | 17.16% | 31 of 228 |
| Small Cap Stock Index Portfolio | 0.13% | 100% | 15.28% | 18 of 228 |
Use the form below to filter through the investment options in this plan