iShares Russell 3000 Index Fund 529 Portfolio (IRDCX)
| 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 | 43.77 |
| YTD Return | 7.20% |
| 1-Year Return | 18.23% |
| 5-Year Return | 88.50% |
| 52-Week Low | 34.38 |
| 52-Week High | 44.17 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About IRDCX
US Multi Cap Core ETF 529 Portfolio Class C is a portfolio offered within a 529 college savings plan, specifically tailored to help families save for future education expenses. This portfolio is structured to seek investment results that generally correspond to the price and yield performance, before fees and expenses, of the Russell 3000 Index, which represents a broad cross-section of US equity markets. As a multi-cap strategy, it invests across large-cap, mid-cap, and small-cap US stocks, delivering exposure to a wide range of sectors and industries. The portfolio is designed to offer diversified equity growth potential, making it suitable as a core holding within a college savings program. Its allocation is typically 100% US stocks, providing broad market coverage without international or bond exposure. Managed by Columbia Management Investment Advisors, this portfolio plays a significant role in education planning by enabling tax-advantaged investment growth, aligning with long-term objectives like funding college expenses. Its structure as part of a 529 plan reflects its purpose-driven approach in the financial market, emphasizing both growth potential and tax efficiency for education savings.
Performance
IRDCX had a total return of 18.23% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.50%.