iShares Russell 1000 Index Fund 529 Portfolio (IRIEX)
| 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 | 54.29 |
| YTD Return | -3.46% |
| 1-Year Return | 17.85% |
| 5-Year Return | 68.24% |
| 52-Week Low | 40.78 |
| 52-Week High | 57.45 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About IRIEX
SC Future Scholar Advisor US Large Cap Core ETF 529 Portfolio I is a mutual fund portfolio designed as part of the South Carolina Future Scholar 529 College Savings Plan. Its primary purpose is to facilitate tax-advantaged college savings, targeting families and individuals planning for future education expenses. The portfolio primarily invests in U.S. large-cap equity exchange-traded funds (ETFs), offering exposure to established American companies across diverse sectors. By focusing on large-cap equities, the portfolio aims to benefit from the growth and stability of leading U.S. corporations, making it a core equity option within the 529 plan’s investment lineup. As an "Advisor" portfolio, it is available through financial advisors and fits into a broader menu of allocation, age-based, and custom investment strategies. Managed by a recognized investment firm, this portfolio plays a crucial role in helping savers build long-term capital for education, leveraging the diversification and performance characteristics of the U.S. large-cap segment within a tax-advantaged structure.
Performance
IRIEX had a total return of 17.85% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.57%.