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Edvest

This is a Top 10 Plan

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.

Fee Score

5 / 5

Performance

4 / 5
  • Program type
    Savings
  • Inception
    1997, but substantially changed in 2012
  • State agency
    Wisconsin Department of Financial Institutions
  • Tax deduction
  • Program Manager
    TIAA-CREF Tuition Financing, Inc.
  • Program distributor
    TIAA-CREF Individual & Institutional Services, LLC

Investment Options

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

Age Based Investment Optionsaccordion open icon

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.

PortfolioE.R.% Equity1YR PerformanceRank
2036/2037 Enrollment Portfolio0.19%80%32.26%N/A
2034/2035 Enrollment Portfolio0.19%78%31.64%N/A
2032/2033 Enrollment Portfolio0.2%72%29.8%N/A
2030/2031 Enrollment Portfolio0.21%66%27.48%N/A
2028/2029 Enrollment Portfolio0.22%56%24.17%N/A
2026/2027 Enrollment Portfolio0.22%48%20.89%N/A
2024/2025 Enrollment Portfolio0.21%40%17.97%N/A
2022/2023 Enrollment Portfolio0.19%25%13.14%N/A
2020/2021 Enrollment Portfolio (closed 6/11/21)0.19%25%13.76%N/A
In School Portfolio0.16%15%7.45%N/A
2038/2039 Enrollment Portfolio0.19%80%N/AN/A
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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