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 17 single fund options investing in Voya mutual funds and other mutual funds managed by Baillie Gifford Overseas Limited; BlackRock Financial Management, Inc.; Brandywine Global Investment Management, LLC; LLC; Delaware Investments Fund Advisers and Macquarie Investment Management Global Limited (together, "DIFA"); Northern Trust Investments, Inc.; Polaris Capital Management, LLC; Victory Capital Management Inc; Voya Investment Management Co. LLC; Wellington Management Company LLP; BlackRock (Singapore) Limited Invesco Advisers, Inc.; T. Rowe Price Associates, Inc.; Teachers Advisors, LLC.; Sustainable Growth Advisers, LP; CBRE Investment Management Listed Real Assets, LLC; Lazard Asset Management LLC To find a financial advisor in your area, use the Directory of Financial Professionals.

  • 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

Voya 529 Age 0-4 Option

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stock81.2%66.16%
Foreign Stock11%29.44%
Real Estate0%0.69%
Bond8%3.04%
Short Term Bond0%0.01%
Cash/MM0%0.17%

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 06/30/2024.

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).

Category average
Category averages are designed to be a representation of all portfolios with a similar age and risk profile (represented as a % of equity).