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	61.21
YTD Return	17.58%
1-Year Return	24.31%
5-Year Return	79.19%
52-Week Low	48.51
52-Week High	61.21
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.

• Stock Exchange: NASDAQ
• Ticker Symbol: IRDAX

Performance

IRDAX had a total return of 24.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.62%.

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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