Iowa Adviser 529 Plan - Advisor 529 Age 0-5 Option Fund (VWAAX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| 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 | 29.94 |
| YTD Return | 2.43% |
| 1-Year Return | 14.62% |
| 5-Year Return | n/a |
| 52-Week Low | 22.39 |
| 52-Week High | 30.24 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About VWAAX
Iowa 529 Advisor 529 Age 0-5 Option A is an age-based investment option offered through the IAdvisor 529 Plan, managed by Voya Investment Management. This option is specifically designed for beneficiaries aged 0 to 5, with the primary purpose of helping families save for future college expenses in a tax-advantaged manner. The portfolio features a diversified allocation, initially emphasizing a high proportion of equities—approximately 88% of assets—to maximize growth potential early in the beneficiary's life, while the remaining portion is allocated to fixed-income securities for added stability. As the beneficiary grows older, the investment allocation gradually shifts to become more conservative, thereby managing risk as college approaches. This dynamic glide-path structure is managed through investments in a broad mix of underlying mutual funds, covering large-cap, mid-cap, and international equities, as well as fixed-income assets. Notable features include automatic rebalancing and professional oversight, providing a streamlined investment solution for education savings. The Iowa 529 Advisor 529 Age 0-5 Option A plays a crucial role in enabling long-term, disciplined college savings by adapting its risk profile to the beneficiary's timeline, making it a cornerstone component of the IAdvisor 529 Plan’s suite of age-based portfolios.
Performance
VWAAX had a total return of 14.62% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.92%.