Iowa Adviser 529 Plan - Iadvisor 529 Age 18+ Option Fund (VWAIX)
| 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 | 13.31 |
| YTD Return | 0.60% |
| 1-Year Return | 6.23% |
| 5-Year Return | n/a |
| 52-Week Low | 12.37 |
| 52-Week High | 13.31 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About VWAIX
IAdvisor 529 Age 18+ Option Class A is an age-based investment portfolio within the IAdvisor 529 Plan, tailored for beneficiaries who are at least 18 years old and approaching or entering higher education. The portfolio's principal purpose is to provide a conservative investment option by allocating the majority of its assets—typically about 95%—to underlying funds focused on fixed-income securities, such as bonds and short-duration instruments, with only a small portion (approximately 5%) in equity securities. This structure aims to preserve capital and minimize risk as the beneficiary nears college, reflecting a reduced investment timeframe and the need for stability. The portfolio is part of a broader age-based 529 lineup, which gradually transitions from more aggressive investments in earlier years to conservative holdings as the beneficiary ages, supporting education savings goals with professional management and automatic rebalancing. This conservative allocation is designed specifically for education funding, making it a significant component of qualified tuition programs and college planning strategies in the financial market.
Performance
VWAIX had a total return of 6.23% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.54%.