Iowa 529 Investment Options

Iowa 529 investment options

Subject:

Iowa 529 investment options

Age-based tracks: Save without the guesswork

Our age-based savings tracks are managed for you. They adjust automatically—making it easier for you to save for higher education.

When you choose 1 of our 4 age-based savings tracks your money is automatically moved from one investment to another within that track, gradually shifting from more aggressive (riskier) investments to more conservative investments as your child nears college age.

Find out about risk tolerance

The 4 tracks you can invest in are Conservative Growth, Moderate Growth, Growth and Aggressive Growth.

The track you choose and your child's current age determine how much of your investment is comprised of stocks, bonds or short-term reserves.

For instance if your child is 8 years old and you choose the Conservative Growth track, you will start out invested in 40% stocks and 60% bonds. As your child ages we will gradually shift your money so that when he or she is ready for college you will be invested in 75% bonds and 25% short-term reserves.

 

Moderate Growth
Portfolio

60% Stocks

40% Bonds

 

Growth
Portfolio

80% Stocks

20% Bonds

 

Aggressive Growth
Portfolio

100% Stocks

 

Aggressive Growth
Portfolio

100% Stocks

 

Blended Moderate
Growth Portfolio

50% Stocks

50% Bonds

 

Blended Growth
Portfolio

70% Stocks

30% Bonds

 

Blended Aggressive
Growth Portfolio

90% Stocks

10% Bonds

 

Aggressive Growth
Portfolio

100% Stocks

 

Conservative Growth
Portfolio

40% Stocks

60% Bonds

 

Moderate Growth
Portfolio

60% Stocks

40% Bonds

 

Growth
Portfolio

80% Stocks

20% Bonds

 

Aggressive Growth
Portfolio

100% Stocks

 

Blended Conservative
Growth Portfolio

30% Stocks

70% Bonds

 

Blended Moderate
Growth Portfolio

50% Stocks

50% Bonds

 

Blended Growth
Portfolio

70% Stocks

30% Bonds

 

Blended Aggressive
Growth Portfolio

90% Stocks

10% Bonds

 

Income Portfolio

20% Stocks

80% Bonds

 

Conservative Growth
Portfolio

40% Stocks

60% Bonds

 

Moderate Growth
Portfolio

60% Stocks

40% Bonds

 

Growth
Portfolio

80% Stocks

20% Bonds

 

Blended Income
Portfolio

10% Stocks

90% Bonds

 

Blended Conservative
Growth Portfolio

30% Stocks

70% Bonds

 

Blended Moderate
Growth Portfolio

50% Stocks

50% Bonds

 

Blended Growth
Portfolio

70% Stocks

30% Bonds

 

Conservative Income
Portfolio

75% Bonds

25% Short-term reserves

 

Income
Portfolio

20% Stocks

80% Bonds

 

Conservative Growth
Portfolio

40% Stocks

60% Bonds

 

Moderate Growth
Portfolio

60% Stocks

40% Bonds

 

Conservative Income
Portfolio

75% Bonds

25% Short-term reserves

 

Blended Income
Portfolio

10% Stocks

90% Bonds

 

Blended Conservative
Growth Portfolio

30% Stocks

70% Bonds

 

Conservative Growth
Portfolio

40% Stocks

60% Bonds

 

Interest Accumulation
Portfolio

100% Short-term reserves

 

Interest Accumulation
Portfolio

100% Short-term reserves

 

Conservative Income
Portfolio

75% Bonds

25% Short-term reserves

 

Income
Portfolio

20% Stocks

80% Bonds

Conservative Growth track

 

Moderate Growth
Portfolio

60% Stocks

40% Bonds

 

Blended Moderate
Growth Portfolio

50% Stocks

50% Bonds

 

Conservative Growth
Portfolio

40% Stocks

60% Bonds

 

Blended Conservative
Growth Portfolio

30% Stocks

70% Bonds

 

Income Portfolio

20% Stocks

80% Bonds

 

Blended Income
Portfolio

10% Stocks

90% Bonds

 

Conservative Income
Portfolio

75% Bonds

25% Short-term reserves

 

Conservative Income
Portfolio

75% Bonds

25% Short-term reserves

 

Interest Accumulation
Portfolio

100% Short-term reserves

Moderate Growth track

 

Growth
Portfolio

80% Stocks

20% Bonds

 

Blended Growth
Portfolio

70% Stocks

30% Bonds

 

Moderate Growth
Portfolio

60% Stocks

40% Bonds

 

Blended Conservative
Growth Portfolio

50% Stocks

50% Bonds

 

Conservative Growth
Portfolio

40% Stocks

60% Bonds

 

Blended Conservative
Growth Portfolio

30% Stocks

70% Bonds

 

Income
Portfolio

20% Stocks

80% Bonds

 

Blended Income
Portfolio

10% Stocks

90% Bonds

 

Interest Accumulation
Portfolio

100% Short-term reserves

Growth track

 

Aggressive Growth
Portfolio

100% Stocks

 

Blended Aggressive
Growth Portfolio

90% Stocks

10% Bonds

 

Growth
Portfolio

80% Stocks

20% Bonds

 

Blended Growth
Portfolio

70% Stocks

30% Bonds

 

Moderate Growth
Portfolio

60% Stocks

40% Bonds

 

Blended Moderate
Growth Portfolio

50% Stocks

50% Bonds

 

Conservative Growth
Portfolio

40% Stocks

60% Bonds

 

Blended Conservative
Growth Portfolio

30% Stocks

70% Bonds

 

Moderate Growth
Portfolio

75% Bonds

25% Short-term reserves

Aggressive Growth track

 

Aggressive Growth
Portfolio

100% Stocks

 

Aggressive Growth
Portfolio

100% Stocks

 

Aggressive Growth
Portfolio

100% Stocks

 

Blended Aggressive
Growth Portfolio

90% Stocks

10% Bonds

 

Growth
Portfolio

80% Stocks

20% Bonds

 

Blended Growth
Portfolio

70% Stocks

30% Bonds

 

Moderate Growth
Portfolio

60% Stocks

40% Bonds

 

Conservative Growth
Portfolio

40% Stocks

60% Bonds

 

Income
Portfolio

20% Stocks

80% Bonds

3 Reasons to Use the Iowa 529 Plan