NEXT
Join Upromise Today
Earn cash back reward on things you do every day with Upromise. Your Upromise account can link to any 529 plan to help you save more money. Join now for free.
General Information
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
4.5 of 5
Fee Scoreix
5 of 5
Performanceix
4.5 of 5
- 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
Back to full list of investment options
Principal Plus Interest Portfolio
Jump To: Asset Allocation | Performance | Fees & Expenses | Growth of $10,000Print
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stockix | 0% | 0% |
| Foreign Stockix | 0% | 0% |
| Real Estateix | 0% | 0% |
| Bondix | 0% | 0% |
| Short Term Bondix | 0% | 0% |
| Cash/MMix | 100% | 100% |
PerformanceCategory AvgThis Portfolio
This PortfolioCategory Avg
Fees & Expenses (1 Year)Category AvgThis Portfolio
This PortfolioCategory Avg
Total Expense Ratioix
Fees vs Performance
Growth of $10,000Category AvgThis Portfolio
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 03/31/2021.
Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.
Category average
Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).