Product Facts
| Ticker Symbol | VWATX |
| CUSIP | 462266503 |
| Inception Date | March 1, 2013 |
| Dividends Paid | |
| Min. Initial Investment | $250.00 |
Underlying Holdings
| Voya Intermediate Bond Fund | 15.00 |
| Voya US Stock Index Portfolio | 14.00 |
| Voya Large Cap Value Fund | 10.00 |
| Voya Large Cap Growth Fund | 8.00 |
| Voya Multi-Manager International Equity Fund | 7.00 |
| Voya Multi-Manager International Factors Fund | 6.00 |
| Voya Global Bond Fund | 5.00 |
| Voya Multi-Manager Emerging Markets Equity Fund | 5.00 |
| VY BrandywineGLOBAL - Bond Portfolio | 5.00 |
| VY T. Rowe Price Growth Equity Portfolio | 5.00 |
| VY JPMorgan Small Cap Core Equity Fund | 4.00 |
| Voya High Yield Bond Fund | 4.00 |
| VY Invesco Comstock Portfolio | 3.00 |
| Voya Short Term Bond Fund | 3.00 |
| VY BlackRock Inflation Protected Bond Portfolio | 3.00 |
| Voya Multi-Manager Mid Cap Value Fund | 1.50 |
| Voya MidCap Opportunities Fund | 1.50 |
Contributions to this individual Investment Option will be invested solely in the corresponding mutual fund. Before making contributions to this Investment Option, you should consider the more detailed information about the underlying mutual fund in which it invests, including its investment objectives and policies, risks, and expenses, contained in the links below. The information contained in the mutual fund profile page is only for the corresponding mutual fund. The profile pages will describe the underlying mutual fund the 529 Investment Option is investing in, not the IAdvisor 529 Plan Investment Option. Participants in a IAdvisor 529 Plan Investment Option are advised that they do not own shares of the underlying mutual fund directly, but rather own shares of an Investment Option in the IAdvisor 529 Plan. As such, performance information for the corresponding underlying mutual fund does not reflect the imposition of the sales charges or other fees and expenses that the IAdvisor 529 Plan imposes. For information regarding the expenses of a particular IAdvisor 529 Plan Investment Option, including sales charges, the program management fee, state administrative fee and other fees, please review the Program Description with your financial advisor.
Target Allocation
Average Annual Total Returns %
As of April 30, 2023
As of March 31, 2023
| Most Recent Month End | YTD | 1 YR | 3 YR | 5 YR | 10 YR | Expense Ratios | |
|---|---|---|---|---|---|---|---|
| Gross | Net | ||||||
| Net Asset Value | +6.48 | +0.24 | +6.81 | +4.61 | +4.81 | 1.15% | 1.15% |
| With Sales Charge | +2.75 | -3.24 | +5.10 | +3.61 | +4.30 | ||
| Net Asset Value | +5.70 | -7.11 | +9.50 | +4.45 | +4.89 | 1.15% | 1.15% |
| With Sales Charge | +2.00 | -10.38 | +7.74 | +3.44 | +4.39 | ||
| Voya IA 529 Moderate Composite Index | +6.61 | +1.54 | +7.56 | +6.10 | +6.05 | — | — |
| Voya IA 529 Moderate Composite Index | +5.60 | -5.99 | +10.08 | +5.98 | +6.13 | — | — |
Inception Date - Class A:March 1, 2013
Current Maximum Sales Charge: 3.50%
The performance quoted represents past performance and does not guarantee future results. Current performance may be lower or higher than the performance information shown. The investment return and principal value of an investment in the Portfolio will fluctuate, so that your shares, when redeemed, may be worth more or less than their original cost. See above "Average Annual Total Returns %" for performance information current to the most recent month-end.
Returns for the other share classes will vary due to different charges and expenses. Performance assumes reinvestment of distributions and does not account for taxes.
Total investment return at net asset value has been calculated assuming a purchase at net asset value at the beginning of the period and a sale at net asset value at the end of the period; and assumes reinvestment of dividends, capital gain distributions and return of capital distributions/allocations, if any, in accordance with the provisions of the dividend reinvestment plan. Net asset value equals total Fund assets net of Fund expenses such as operating costs and management fees. Total investment return at net asset value is not annualized for periods less than one year.
Past performance does not guarantee future results.