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Tomorrow's Scholar 529 Plan
Voya, under contract with TIAA-CREF Tuition Financing, Inc., manages Wisconsin's Tomorrow's Scholar® 529 savings program. Voya succeeded Wells Fargo as program manager in late October 2012. The revised program features nine age-based options, five static allocation options, and 22 single fund options investing in Voya mutual funds and other mutual funds managed by BG Overseas, BlackRock Financial Management, CBRE Clarion, Credit Suisse, DIFA, Goldman Sachs, Hahn Capital Management, JPMorgan, Lazard, LSV, Polaris, Van Eck, Voya IM, and Wellington Management. To find a financial advisor in your area, use the Directory of Financial Professionals.
- Program typeSavings
- Inception2001, 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 ManagerVoya (Voya Investments Distributor, LLC and Voya Funds Services, LLC)
- Program distributorVoya Investments Distributor, LLC
- Manager contract termUNLOCK PRO
BlackRock Global Allocation Option
|Asset Class||% Assets||Category Avg.|
|Short Term Bondix||0%||1.03%|
PerformanceCategory AvgThis Portfolio
Fees & Expenses (1 Year)Category AvgThis Portfolio
Total Expense Ratioix
Fees vs Performance
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Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.
Growth of $10,000Category AvgThis Portfolio
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 09/30/2018.
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 averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).