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iShares Russell 1000 Index Fund 529 Portfolio (IRIEX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
63.52
0.00 (0.00%)
At close: Aug 27, 2026
Fund Assetsn/a
Expense Ratio0.04%
Min. Investmentn/a
Turnovern/a
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close63.52
YTD Return12.84%
1-Year Return20.03%
5-Year Return75.81%
52-Week Low52.36
52-Week High64.49
Beta (5Y)n/a
Holdingsn/a
Inception Daten/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.

Stock Exchange NASDAQ
Ticker Symbol IRIEX

Performance

IRIEX had a total return of 20.03% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.83%.