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 typeSavings
- Inception2001, but substantially changed in 2012
- State agencyWisconsin College Savings Program Board
- Tax deduction
- Program ManagerVoya (Voya Investments Distributor, LLC and Voya Funds Services, LLC)
- Program distributorVoya Investments Distributor, LLC
Voya 529 Ultra Conservative Option
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stock | 12% | 5.24% |
| Foreign Stock | 0% | 1.25% |
| Real Estate | 0% | 0.12% |
| Bond | 76% | 36.03% |
| Short Term Bond | 12% | 18.31% |
| Cash/MM | 0% | 16.5% |
Performance
Fees & Expenses (1 Year)
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.
Growth of $10,000
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2024.
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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).