YOUR GUIDE TO SAVING FOR COLLEGE

Oklahoma College Savings Plan

Expense Ratio

0.0%

2.7%

Investors in Oklahoma College Savings Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Moderate: Age Band 0-3 0.41% 80% 14.35% 7.61% 9.75% 5.44%
Moderate: Age Band 4-7 0.42% 70% 12.60% 7.00% 8.68% 5.15%
Moderate: Age Band 8-11 0.43% 55% 10.23% 5.98% 7.11% 4.92%
Moderate: Age Band 12-14 0.43% 45% 8.44% 5.34% 6.07% 4.74%
Moderate: Age Band 15-17 0.41% 30% 5.95% 4.07% 4.41% 3.86%
Moderate: Age Band 18+ 0.38% 20% 4.22% 3.03% 3.19% 2.89%
Conservative: Age Band 0-3 0.42% 66% 12.08% 6.73% 8.18% N/A
Conservative: Age Band 4-7 0.43% 55% 10.01% 5.91% 7.07% N/A
Conservative: Age Band 8-11 0.43% 45% 8.26% 5.27% 6.01% N/A
Conservative: Age Band 12-14 0.41% 30% 5.98% 4.10% 4.42% N/A
Conservative: Age Band 15-17 0.37% 15% 3.54% 2.69% 2.64% N/A
Conservative: Age Band 18+ 0.36% 0% 0.75% 1.21% 0.76% N/A
Aggressive: Age Band 0-3 0.40% 101% 17.54% 8.85% 11.68% N/A
Aggressive: Age Band 4-7 0.41% 80% 14.43% 7.63% 9.68% N/A
Aggressive: Age Band 8-11 0.42% 70% 12.62% 6.95% 8.65% N/A
Aggressive: Age Band 12-14 0.43% 55% 10.13% 5.98% 7.09% N/A
Aggressive: Age Band 15-17 0.43% 45% 8.34% 5.25% 5.98% N/A
Aggressive: Age Band 18+ 0.41% 30% 5.92% 4.09% 4.40% N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
U.S. Equity Index 0.35% 100% 18.32% 10.37% 13.79% N/A
Fixed Income Option 0.47% 0% 0.33% 2.28% 1.51% 3.73%
Balanced Option 0.66% 60% 12.00% 6.83% 8.00% 5.27%
Diversified Equity Option 0.78% 101% 18.96% 9.38% 12.07% 5.37%
Global Equity Index Option 0.40% 101% 17.50% 8.83% 11.68% 5.31%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Guaranteed Portfolio 0.00% 0% 1.51% 1.31% 1.28% 1.97%

Data as of 09/30/2017.

Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

 

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