Iowa Adviser 529 Plan - VY JPMorgan Small Cap Core Equity Option Fund (VWBQX)

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	11.39
YTD Return	6.25%
1-Year Return	7.05%
5-Year Return	n/a
52-Week Low	8.27
52-Week High	11.61
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About VWBQX

The VY JPMorgan Small Cap Core Equity Option is a mutual fund that seeks long-term capital growth by investing primarily in equity securities of small-capitalization companies. The fund is managed under the Voya mutual funds family and employs a strategy that maintains at least 80% of its net assets in small-cap stocks, targeting firms with market capitalizations typically within the range defined by the Russell 2000 Index. This focus offers diversification across industries, with notable allocations to sectors such as industrials, consumer defensive, healthcare, real estate, and financial services. Managed by experienced portfolio managers from JPMorgan, the fund uses a blend approach, combining value and growth-oriented securities within the small-cap universe. The VY JPMorgan Small Cap Core Equity Option caters to investors aiming for exposure to dynamic small-cap equities, which can provide both heightened growth opportunities and increased volatility compared to large-cap investments. The fund is often used as a single-fund option in 529 college savings plans and other diversified investment portfolios, playing a significant role in capturing potential growth from the small-cap segment of the equity market.

• Fund Family: JPMorgan
• Stock Exchange: NASDAQ
• Ticker Symbol: VWBQX

Performance

VWBQX had a total return of 7.05% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.01%.