Iowa Adviser 529 Plan - Iadvisor 529 Age 18+ Option Fund (VWAJX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

12.17

0.00 (0.00%)

At close: Aug 27, 2026

2.96% (1Y)

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	12.17
YTD Return	1.25%
1-Year Return	2.96%
5-Year Return	n/a
52-Week Low	11.80
52-Week High	12.18
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About VWAJX

The 529 IA Advisors Age 18 Option-C USD is an age-based investment option within a 529 college savings plan, specifically designed to support funding for higher education expenses once the beneficiary reaches age 18 or older. As a 529 plan portfolio, its primary function is to help families and individuals accumulate tax-advantaged savings that can be used for qualified education costs, including tuition, books, room and board, and other approved expenses at eligible educational institutions nationwide. The age-based structure results in the underlying investments shifting towards more conservative allocations as the beneficiary nears college age, typically emphasizing stabilized capital and reduced market risk. This particular Option-C class offers features such as flexible contribution limits, federal tax-free earnings on qualified withdrawals, and the ability to change beneficiaries within a family, aligning with the broader benefits of 529 plans. It serves a critical role in financial planning for education by providing a disciplined, goal-oriented investment strategy tailored to a student’s college timeline, ensuring assets are positioned to cover educational expenses when they are needed most.

Stock Exchange NASDAQ

Ticker Symbol VWAJX

Performance

VWAJX had a total return of 2.96% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.44%.