529 PLANS

New Mexico (NM) 529 College Savings Plans

OFI Private Investments Inc. manages New Mexico’s direct-sold and advisor-sold 529 college savings programs. Both 529 plans use OppenheimerFunds along with mutual funds from several other fund families. New Mexico’s prepaid tuition plan was terminated in 2004.

Click on the following links to see additional information about the New Mexico 529 plans.

Consumer Plans

The Education Plan's College Savings Program

The Education Plan College Savings Program is managed by OppenheimerFunds and features age-based and static portfolio options, some of which are a blend of active-managed funds and index funds, and others are entirely composed of index funds....

Resident Rating
Non-Resident Rating

Advisor Sold Plans

Scholar's Edge

New Mexico's Scholar'sEdge, an advisor-sold 529 savings program, managed by OppenheimerFunds, features age-based and static portfolio options utilizing OppenheimerFunds, American Century, Dreyfus, Monetta, and MainStay mutual funds along with a ...

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In Savingforcollege.com's latest quarterly rankings, this plan ranked in the top 10 for 1-year, 3-year, 5-year and/or 10-year performance.

Resident Rating
Non-Resident Rating
 

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