Iowa Adviser 529 Plan - Advisor 529 Age 16-17 Option Fund (VWAFX)

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	15.41
YTD Return	1.99%
1-Year Return	2.73%
5-Year Return	n/a
52-Week Low	14.72
52-Week High	15.68
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About VWAFX

IAdvisor 529 Age 16-17 Option is an age-based investment portfolio designed specifically for college savings within the framework of the IAdvisor 529 Plan, overseen by the State Treasurer of Iowa. This option automatically transitions its asset allocation as the beneficiary nears college age, investing predominantly in diversified bond funds, with a moderate allocation to U.S. and international equity funds. Its purpose is to balance growth potential with capital preservation, reflecting the reduced investment risk appropriate for beneficiaries in the 16-17 age group approaching higher education expenses. The portfolio’s holdings include leading mutual funds in intermediate and short-duration bonds, large-cap U.S. stocks, and inflation-protected securities, managed by well-recognized investment firms. As a municipal security, the IAdvisor 529 Age 16-17 Option offers a flexible and tax-advantaged approach to saving for education, accommodating various investor needs while providing a smooth and automatic transition to more conservative investments as the beneficiary advances toward college enrollment.

• Ticker Symbol: VWAFX

Performance

VWAFX had a total return of 2.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.83%.

Data Sources: S&P Global Market Intelligence and Finnhub

Historical data is provided by S&P Global Market Intelligence. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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