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 18 single fund options investing in Voya mutual funds and other mutual funds managed by Baillie Gifford Overseas Limited; BlackRock Financial Management, Inc.; BlackRock Investment Management, LLC; Brandywine Global Investment Management, LLC; Brookfield Investment Management Inc.; Columbia Management Investment Advisers, LLC; Credit Suisse Asset Management, LLC; Delaware Investments Fund Advisers; Hahn Capital Management, LLC; Lazard Asset Management LLC; LSV Asset Management; Northern Trust Investments, Inc.; Polaris Capital Management, LLC; Teachers Advisors, Inc.; Van Eck Associates Corporation; Voya Investment Management Co. LLC; and Wellington Management Company LLP. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

4 / 5

Performance

4 / 5
  • Program type
    Savings
  • Inception
    2001, but substantially changed in 2012
  • State agency
    Wisconsin College Savings Program Board
  • Tax deduction
  • Program Manager
    Voya (Voya Investments Distributor, LLC and Voya Funds Services, LLC)
  • Program distributor
    Voya Investments Distributor, LLC

Northern Small Cap Value Option

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock100%71.18%
Foreign Stock0%23.8%
Real Estate0%4.2%
Bond0%0.79%
Short Term Bond0%0.02%
Cash/MM0%0.01%

Performance

Category Avg
This Portfolio
This Portfolio
Category Avg

Fees & Expenses (1 Year)

Category Avg
This Portfolio
This Portfolio
Category Avg

Total Expense Ratio

Fees vs Performance

Calculate your fee

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.

$0

Growth of $10,000

Category Avg
This Portfolio

Assumptions

Data in "Growth of $10,000" is based on historical annual performance data.

Data as of 09/30/2021.

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).

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