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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 agency
    Wisconsin Department of Financial Institutions
  • Tax deduction
    Tax deduction for single filers $3,200/yr
    Tax deduction for joint filers $3,200/yr
  • Program Manager
    Voya (Voya Investments Distributor, LLC and Voya Funds Services, LLC)
  • Program distributor
    Voya Investments Distributor, LLC
  • Manager contract termUNLOCK PRO
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Voya 529 Age 11-12 Option


Jump To: Asset Allocation | Performance | Fees & Expenses | Growth of $10,000Print

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stockx46%41.12%
Foreign Stockx16%15.76%
Real Estatex2.5%1.61%
Bondx27.5%34.00%
Short Term Bondx8%3.18%
Cash/MMx0%4.31%


Performance
Category Avg
This Portfolio



Fees & Expenses (1 Year)
Category Avg
This Portfolio

Total Expense Ratiox

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.


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Rate of return
Holding period


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 09/30/2018.

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 average

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