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.
- Program typeSavings
- Inception1997, but substantially changed in 2012
- State agencyWisconsin Department of Financial Institutions
- Tax deduction
- Program ManagerTIAA-CREF Tuition Financing, Inc.
- Program distributorTIAA-CREF Individual & Institutional Services, LLC
Investors in Edvest can select from the following investment options. Click on a portfolio name for more information.
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|
|2036/2037 Enrollment Portfolio||0.15%||79%||6.14%|
|2034/2035 Enrollment Portfolio||0.15%||75%||5.93%|
|2032/2033 Enrollment Portfolio||0.15%||69%||5.36%|
|2030/2031 Enrollment Portfolio||0.16%||61%||4.8%|
|2028/2029 Enrollment Portfolio||0.16%||51.99%||3.99%|
|2026/2027 Enrollment Portfolio||0.16%||44%||3.41%|
|2024/2025 Enrollment Portfolio||0.15%||32.5%||2.96%|
|2022/2023 Enrollment Portfolio||0.13%||20%||2.07%|
|In School Portfolio||0.12%||15%||1.32%|
|2038/2039 Enrollment Portfolio||0.14%||80%||N/A|