iShares Russell 3000 Index Fund 529 Portfolio (IRDAX)
| Fund Assets | n/a |
| Expense Ratio | 0.04% |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 54.30 |
| YTD Return | 0.46% |
| 1-Year Return | 12.20% |
| 5-Year Return | 71.04% |
| 52-Week Low | 39.19 |
| 52-Week High | 55.38 |
| Beta (5Y) | 0.99 |
| Holdings | n/a |
| Inception Date | n/a |
About IRDAX
US Multi Cap Core ETF 529 Portfolio is an investment portfolio designed specifically for college savings plans, structured within the framework of a 529 plan. This portfolio focuses on providing broad-based exposure to the US equity market by investing exclusively in domestic stocks. Its core strategy emphasizes diversification across large-, mid-, and small-cap companies, aiming to capture growth opportunities across the full US market spectrum. Managed as part of South Carolina’s Future Scholar 529 College Savings Plan (advisor-sold), the portfolio does not include foreign stocks, bonds, or alternative assets, ensuring a 100% allocation to US equities. This approach positions the US Multi Cap Core ETF 529 Portfolio as a key option for account holders seeking long-term capital appreciation to meet future education expenses. By utilizing a blend of both index and actively managed funds, the portfolio leverages the expertise of leading fund families while maintaining alignment with the tax-advantaged objectives of 529 plans. Its role in the market is to support education-focused investors with a simple, equity-centric solution tailored for college savings strategies.
Performance
IRDAX had a total return of 12.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.50%.