InvestEd

Waddell & Reed’s InvestEd plan offers multiple investment options, including  three Age-Based Portfolios, three Static Portfolios, and eighteen Individual Mutual Fund Portfolios, or a combination of these three options.

 

InvestEd

Minimum Initial Investment $50 Minimum Initial Investment with Automatic Investments $15 per month Combined Account Maximum $340,000 Annual Account Maintenance Fee No Fee Estimated underlying fund expenses 0.70 - 1.09% Annual destribution fee (destribution and 12b-1fee) 0.50% Maximum sales charge (load) 4.25 - 5.75% The InvestED plan offers a variety of investment options, including: Individual Mutual Funds Select among 18 individual mutual funds from the Ivy Funds family, including domestic and international equity funds, specialty funds, and fixed-income funds.

"Mr. CEO"

Age Based Portfolios

 

Offers three Age-Based Portfolios: Balanced Portfolio, Conservative Portfolio and Growth Portfolios.  Automatically transfers  to the next Age-Based Portfolio.

The Age-Based Portfolios are designed to invest in mutual funds with greater exposure to equity investments when the named beneficiary is between the ages of 0 through 8, a more balanced exposure to equity and fixed income investments when the named beneficiary is between the ages of 9 through 15, and a greater exposure to fixed income securities when the beneficiary reaches the age of 16 and is closer to commencing his or her postsecondary education.

 

Static Portfolios

 

Offers the three actively managed Age-Based Portfolios but allows you to stay in the portfolio of your chosen risk horizon, whether it be growth, balanced or conservative, without automatically transferring you to the next Age-Based Portfolio.

For more information visit www.invested529.com

The Arizona Family College Savings Plan is not insured by the State of Arizona or any of the program providers. Neither the principal deposited nor the investment return is guaranteed by the State of Arizona or the program providers.