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	32.24
YTD Return	9.37%
1-Year Return	12.05%
5-Year Return	n/a
52-Week Low	27.73
52-Week High	32.99
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.

• Stock Exchange: Nasdaq
• Ticker Symbol: VWAAX

Performance

VWAAX had a total return of 12.05% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.35%.

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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