General Information

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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, MainStay and T. Rowe Price mutual funds along with a stable value option. To find a financial advisor in your area, use the Directory of Financial Professionals.

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  • Program typeSavings
  • Inception2001
  • State agency
    Education Trust Board of New Mexico
  • Tax deduction
  • Program Manager
    OFI Private Investments, Inc., a subsidiary of OppenheimerFunds, Inc.
  • Program distributor
    OppenheimerFunds Distributor, Inc.

Investors in Scholar's Edge can select from the following investment options. Click on a portfolio name for more information.

Use the form below to filter through the investment options in this plan

Child age

Max Expense Ratio:2.5%

Age Based Investment Options

Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.

PortfolioE.R.x% Equity1YR PerformanceRank
Age Based Portfolio 901.14%90%4.76%N/A
Age Based Portfolio 701.12%69.05%5.18%N/A
Age Based Portfolio 501.06%50.45%5.37%N/A
Age Based Portfolio 301.03%31.8%5.24%N/A
Age-Based (Ages 0-2) (Age Based 100)1.16%100%4.35%16 of 17
Age-Based (Ages 3-4) (Age Based 90)1.14%90%4.76%N/A
Age-Based (Ages 5-6) (Age Based 80)1.13%79.35%5.04%19 of 20
Age-Based (Ages 7-8) (Age Based 70)1.12%69.05%5.18%N/A
Age-Based (Ages 9-10) (Age Based 60)1.1%59.75%5.41%25 of 26
Age-Based (Ages 11-12) (Age Based 50)1.06%50.45%5.37%N/A
Age-Based (Ages 13-14) (Age Based 40)1.05%41.15%5.39%36 of 38
Age-Based (Ages 15-16) (Age Based 30)1.03%31.8%5.24%N/A
Age-Based (Ages 17-18) (Age Based 20)1%21.8%5.08%34 of 36
Age-Based (Ages 19+) (Age Based 10)0.96%12.8%4.67%25 of 36
Age Based Portfolio 1001.16%100%4.35%17 of 17
Age Based Portfolio 801.13%79.35%5.04%20 of 20
Age Based Portfolio 601.1%59.75%5.41%26 of 26
Age Based Portfolio 401.05%41.15%5.39%37 of 38
Age Based Portfolio 201%21.8%5.08%35 of 36
Age Based Portfolio 100.96%12.8%4.67%26 of 36

Static Investment Options

This refers to an investment option that is not programmed to change over time. The individual fund portfolio and multi-fund portfolio described below are static options. So are many portfolios that do not use mutual funds, such as stable-value options, guaranteed options, CD options, etc.

PortfolioE.R.x% Equity1YR PerformanceRank
Portfolio 901.14%90%5.12%N/A
Portfolio 701.12%69.05%5.59%N/A
Portfolio 501.06%50.45%5.38%N/A
Portfolio 301.03%31.8%5.32%N/A
Portfolio 100 (formerly Aggressive Portfolio)1.16%100%4.33%217 of 321
Portfolio 80 (formerly Moderately Aggressive Portfolio)1.13%79.35%5.02%34 of 36
Portfolio 60 (formerly Moderate Portfolio)1.1%59.75%5.44%30 of 37
Portfolio 40 (formerly Conservative Portfolio)1.05%41.15%5.35%20 of 37
Portfolio 20 (formerly Ultra Conservative Portfolio)1%21.8%5.11%10 of 23
Portfolio 10 (formerly School Years Portfolio)0.96%12.8%4.68%30 of 34
Capital Preservation Portfolio0.46%0%1.55%22 of 30
Fixed Income Portfolio0.94%0%4.33%15 of 34
Low Duration Fixed Income Portfolio1.02%0%3.93%10 of 34
Fixed Income Portfolio0%0%N/AN/A

Individual Investment Options

Sometimes called a single-fund option, this is a portfolio invested in a single mutual fund. Often the name of the 529 portfolio is very similar to the name of the underlying mutual fund. A large number of broker-sold 529s offer an extensive line-up of individual fund options, while a smaller number of direct-sold 529s offer them.

PortfolioE.R.x% Equity1YR PerformanceRank
T. Rowe Price Blue Chip Growth Portfolio1.22%100%9.83%N/A
Global Allocation Portfolio1.31%60%1%N/A
Total Return Bond Portfolio0.85%0%7.81%N/A
American Century Short Duration Inflation Protection Bond Portfolio1.22%0%2.29%N/A
SteelPath Select 40 Portfolio1.24%100%3.32%N/A
Institutional Government Money Market Portfolio0.36%0%1.94%10 of 30
Value Portfolio0.97%100%5.08%222 of 321
Main Street Mid-Cap Portfolio1.12%100%2.45%235 of 321
Global Strategic Income Portfolio1.05%0%6.84%98 of 102
American Century Diversified Bond Portfolio1.15%0%6.36%70 of 102
Main Street Portfolio0.95%100%11.67%136 of 321
Discovery Portfolio1.12%100%12.59%43 of 321
International Diversified Portfolio1.33%100%N/A267 of 321
International Growth Portfolio1.14%100%-2.23%313 of 321
Global Portfolio1.14%100%3.36%247 of 321
Global Opportunities Portfolio1.16%100%-4.49%306 of 321
Developing Markets Portfolio1.32%100%2.6%234 of 321
Gold & Special Minerals Portfolio1.2%100%15%242 of 321
Real Estate Portfolio1.37%100%11.18%98 of 321
Limited Term Government Portfolio0.93%0%3.61%11 of 102
International Bond Portfolio1.04%0%6.32%100 of 102
Senior Floating Rate Portfolio1.22%0%1.43%48 of 102
Capital Income Portfolio1.05%35%5.17%19 of 23
Main Street Small Cap Portfolio1.22%100%-4.27%212 of 321
International Small-Mid Company Portfolio1.41%100%1.32%187 of 321
Global Focus Portfolio1.3%100%3.89%177 of 321
MainStay High Yield Corporate Bond Portfolio1.18%0%6.78%64 of 102
Limited Term Bond Portfolio0.84%0%4.94%12 of 24
Dividend Opportunity Portfolio1.16%100%5.84%157 of 321

Use the form below to filter through the investment options in this plan

Child age

Max Expense Ratio:2.5%