College Savings Iowa is a direct-sold 529 college savings plan available to residents of any state offering low fees and 14 investment options from Vanguard. Iowa residents may enjoy a state tax deduction for contributions to the plan.
- Program typeSavings
- Inception1998
- State agencyState Treasurer of Iowa
- Tax deduction
- Program ManagerState Treasurer of Iowa, Ascensus College Savings, and The Vanguard Group
- Program distributorState Treasurer of Iowa.
Investment Options
Investors in College Savings Iowa can select from the following investment options. Click on a portfolio name for more information.
Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.
Portfolio | E.R. | %Â Equity | 1YR Performance | |
---|---|---|---|---|
Growth: Aggressive Growth Portfolio (0-5) | 0.18% | 100% | 21.66% | |
Growth: Conservative Income Portfolio (19+) | 0.18% | 0% | 5.3% | |
Growth: Blended Aggressive Growth Portfolio (6-7) | 0.18% | 90% | 20.13% | |
Growth: Growth Portfolio (8-9) | 0.18% | 80% | 18.57% | |
Growth: Blended Growth Portfolio (10-11) | 0.18% | 70% | 16.94% | |
Growth: Moderate Growth Portfolio (12-13) | 0.18% | 60% | 15.45% | |
Growth: Blended Moderate Growth Portfolio (14-15) | 0.18% | 50% | 13.9% | |
Growth: Conservative Growth Portfolio (16-17) | 0.18% | 40% | 12.42% | |
Growth: Blended Conservative Growth Portfolio (18) | 0.18% | 30% | 10.95% | |
Conservative | ||||
Conservative Growth: Moderate Growth Portfolio (0-5) | 0.18% | 60% | 15.45% | |
Conservative Growth: Conservative Growth Portfolio (8-9) | 0.18% | 40% | 12.42% | |
Conservative Growth: Income Portfolio (12-13) | 0.18% | 20% | 9.4% | |
Conservative Growth: Blended Income Portfolio (14-15) | 0.18% | 10% | 7.93% | |
Conservative Growth: Blended Moderate Growth Portfolio (6-7) | 0.18% | 50% | 13.9% | |
Conservative Growth: Conservative Income Portfolio (16-17) | 0.18% | 0% | 5.3% | |
Conservative Growth: Conservative Income Portfolio (18) | 0.18% | 0% | 5.3% | |
Conservative Growth: Blended Conservative Growth Portfolio (10-11) | 0.18% | 30% | 10.95% | |
Conservative Growth: Interest Accumulation Portfolio (19+) | 0.18% | 0% | 2.53% | |
Moderate | ||||
Moderate Growth: Growth Portfolio (0-5) | 0.18% | 80% | 18.57% | |
Moderate Growth: Blended Moderate Growth Portfolio (10-11) | 0.18% | 50% | 13.9% | |
Moderate Growth: Blended Growth Portfolio (6-7) | 0.18% | 70% | 16.94% | |
Moderate Growth: Conservative Growth Portfolio (12-13) | 0.18% | 40% | 12.42% | |
Moderate Growth: Moderate Growth Portfolio (8-9) | 0.18% | 60% | 15.45% | |
Moderate Growth: Blended Income Portfolio (18) | 0.18% | 10% | 7.93% | |
Moderate Growth: Blended Conservative Growth Portfolio (14-15) | 0.18% | 30% | 10.95% | |
Moderate Growth: Income Portfolio (16-17) | 0.18% | 20% | 9.4% | |
Moderate Growth: Interest Accumulation Portfolio (19+) | 0.18% | 0% | 2.53% | |
Aggressive | ||||
Aggressive Growth: Aggressive Growth Portfolio (0-5) | 0.18% | 100% | 21.66% | |
Aggressive Growth: Income Portfolio (19+) | 0.18% | 20% | 9.4% | |
Aggressive Growth: Aggressive Growth Portfolio (6-7) | 0.18% | 100% | 21.66% | |
Aggressive Growth: Aggressive Growth Portfolio (8-9) | 0.18% | 100% | 21.66% | |
Aggressive Growth: Blended Aggressive Growth Portfolio (10-11) | 0.18% | 90% | 20.13% | |
Aggressive Growth: Growth Portfolio (12-13) | 0.18% | 80% | 18.57% | |
Aggressive Growth: Blended Growth Portfolio (14-15) | 0.18% | 70% | 16.94% | |
Aggressive Growth: Moderate Growth Portfolio (16-17) | 0.18% | 60% | 15.45% | |
Aggressive Growth: Conservative Growth Portfolio (18) | 0.18% | 40% | 12.42% |