iShares Russell 1000 Index Fund 529 Portfolio (IRICX)
| 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 | 46.02 |
| YTD Return | 7.65% |
| 1-Year Return | 16.91% |
| 5-Year Return | 94.28% |
| 52-Week Low | 36.00 |
| 52-Week High | 46.21 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About IRICX
SC Future Scholar Advisor US Large Cap Core ETF 529 Portfolio C is an investment portfolio designed specifically for education savings within the framework of a 529 plan. Structured as a single-fund option, this portfolio primarily seeks to mirror the performance of the Russell 1000 Index, providing exposure to a diversified basket of large-cap U.S. companies. Its primary purpose is to help families accumulate funds for future educational expenses, benefiting from features unique to 529 plans such as tax-deferred growth and tax-free withdrawals for qualified educational purposes. The portfolio is managed by Columbia Threadneedle Investments and leverages exchange-traded funds (ETFs) to efficiently track the target index, offering broad access to major U.S. industries through its large-cap equity holdings. As part of the Future Scholar Advisor Plan, it forms one of several investment options that can be tailored to different risk profiles and savings goals. This portfolio plays a significant role in helping account holders systematically save for education costs, combining low-cost, indexed equity exposure with the tax and control benefits intrinsic to 529 education savings accounts.
Performance
IRICX had a total return of 16.91% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.02%.