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
Principal Plus Interest Portfolio
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stock | 0% | 0% |
| Foreign Stock | 0% | 0% |
| Real Estate | 0% | 0% |
| Bond | 0% | 0% |
| Short Term Bond | 0% | 0% |
| Cash/MM | 100% | 100% |
Performance
Fees & Expenses (1 Year)
Total Expense Ratio
Fees vs Performance
Growth of $10,000
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 12/31/2022.
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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).