All The Education Plan's College Savings Program Portfolios

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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.

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Fee Scoreix

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Performanceix

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Program typeSavings
Inception2000
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.
Manager contract termUNLOCK PRO

Plan Details

Investment Options

Investors in The Education Plan's College Savings Program 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.

Portfolio	E.R	% Equity	1YR Performance	Rank
Age Based Portfolio 50	0.36%	50%	N/A	N/A
Age Based Portfolio 30	0.4%	30%	N/A	N/A
Age Based Portfolio 50	0.40%	50%	N/A	N/A
Age Based Portfolio 70	0.45%	70%	N/A	N/A
Age Based Portfolio 90	0.47%	90%	N/A	N/A
Index Age Based Portfolio 5	0.15%	6%	N/A	N/A
Index Age Based Portfolio 30	0.15%	30%	N/A	N/A
Index Age Based Portfolio 50	0.15%	50%	N/A	N/A
Index Age Based Portfolio 70	0.15%	70%	N/A	N/A
Index Age Based Portfolio 90	0.15%	90%	N/A	N/A
Blended Balanced Age-Based (Ages 0-2) (Age Based 70)	0.45%	70%	N/A	N/A
Blended Balanced Age-Based (Ages 3-4) (Age Based 60)	0.43%	60%	N/A	N/A
Blended Balanced Age-Based (Ages 5-6) (Age Based 50)	0.40%	50%	N/A	N/A
Blended Balanced Age-Based (Ages 7-8) (Age Based 40)	0.42%	40%	N/A	N/A
Blended Balanced Age-Based (Ages 9-10) (Age Based 30	0.4%	30%	N/A	N/A
Blended Balanced Age-Based (11-12) (Age Based 20)	0.38%	20%	N/A	N/A
Blended Balanced Age-Based (13-14) (Age Based 10)	0.37%	10%	N/A	N/A
Blended Balanced Age-Based (15-16) (Age Based 5)	0.36%	6%	N/A	N/A
Blended Balanced Age-Based (17+) (Low Duration Fixed Income Portfolio)	0.37%	0%	N/A	N/A
Blended Growth Age-Based (Ages 0-2) (Age Based 100)	0.51%	100%	N/A	N/A
Blended Growth Age-Based (Ages 3-4) (Age Based 90)	0.47%	90%	N/A	N/A
Blended Growth Age-Based (Ages 5-6) (Age Based 80)	0.47%	80%	N/A	N/A
Blended Growth Age-Based (Ages 7-8) (Age Based 70)	0.45%	70%	N/A	N/A
Blended Growth Age-Based (Ages 9-10) (Age Based 60)	0.43%	60%	N/A	N/A
Blended Growth Age-Based (Ages 11-12) (Age Based 50)	0.40%	50%	N/A	N/A
Blended Growth Age-Based (Ages 13-14) (Age Based 40)	0.42%	40%	N/A	N/A
Blended Growth Age-Based (Ages 15-16) (Age Based 30)	0.4%	30%	N/A	N/A
Blended Growth Age-Based (Ages 17-18) (Age Based 20)	0.38%	20%	N/A	N/A
Blended Growth Age-Based (Ages 19+) (Age Based 10)	0.37%	10%	N/A	N/A
Index Growth Age-Based (Ages 0-2) (Index Age-Based 100)	0.15%	100%	N/A	N/A
Index Growth Age-Based (Ages 3-4) (Index Age-Based 90)	0.15%	90%	N/A	N/A
Index Growth Age-Based (Ages 5-6) (Index Age-Based 80)	0.15%	80%	N/A	N/A
Index Growth Age-Based (Ages 7-8) (Index Age-Based 70)	0.15%	70%	N/A	N/A
Index Growth Age-Based (Ages 9-10) (Index Age-Based 60)	0.15%	60%	N/A	N/A
Index Growth Age-Based (Ages 11-12) (Index Age-Based 50)	0.15%	50%	N/A	N/A
Index Growth Age-Based (Ages 13-14) (Index Age-Based 40)	0.15%	40%	N/A	N/A
Index Growth Age-Based (Ages 15-16) (Index Age-Based 30)	0.15%	30%	N/A	N/A
Index Growth Age-Based (Ages 17-18) (Index Age-Based 20)	0.15%	20%	N/A	N/A
Index Growth Age-Based (Ages 19+) (Index Age-Based 10)	0.15%	10%	N/A	N/A
Index Balanced Age-Based (Ages 0-2) (Index Age-Based 70)	0.15%	70%	N/A	N/A
Index Balanced Age-Based (Ages 3-4) (Index Age-Based 60)	0.15%	60%	N/A	N/A
Index Balanced Age-Based (Ages 5-6) (Index Age-Based 50)	0.15%	50%	N/A	N/A
Index Balanced Age-Based (Ages 7-8) (Index Age-Based 40)	0.15%	40%	N/A	N/A
Index Balanced Age-Based (Ages 9-10) (Index Age-Based 30)	0.15%	30%	N/A	N/A
Index Balanced Age-Based (Ages 11-12) (Index Age-Based 20)	0.15%	20%	N/A	N/A
Index Balanced Age-Based (Ages 13-14) (Index Age-Based 10)	0.15%	10%	N/A	N/A
Index Balanced Age-Based (Ages 15-16) (Index Age-Based 5)	0.15%	6%	N/A	N/A
Index Balanced Age-Based (Ages 17+) (Low Duration Fixed Income Portfolio)	0.15%	0%	N/A	N/A
Age Based Portfolio 5	0.36%	6%	N/A	N/A
Index Age Based Portfolio 100	0.15%	100%	11.20%	36 of 53
Age Based Portfolio 80	0.47%	80%	6.95%	55 of 57
Age Based Portfolio 60	0.43%	60%	5.02%	63 of 65
Age Based Portfolio 40	0.42%	40%	3.49%	91 of 100
Age Based Portfolio 20	0.38%	20%	2.04%	52 of 83
Age Based Portfolio 10	0.37%	10%	1.2%	79 of 83
Age Based Portfolio 100	0.51%	100%	8.27%	52 of 53
Index Age Based Portfolio 40	0.15%	40%	3.98%	45 of 56
Index Age Based Portfolio 60	0.15%	60%	6.12%	61 of 65
Index Age Based Portfolio 80	0.15%	80%	8.58%	4 of 43
Index Age Based Portfolio 10	0.15%	10%	0.86%	82 of 83
Index Age Based Portfolio 20	0.15%	20%	1.87%	56 of 83
Age Based Low Duration Fixed Income Portfolio	0.37%	0%	0.49%	67 of 81
Index Age Based Low Duration Fixed Income Portfolio	0.15%	0%	0.1%	78 of 81

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.

Portfolio	E.R	% Equity	1YR Performance	Rank
Custom Choice Portfolio 5	0.36%	6%	N/A	N/A
Custom Choice Portfolio 30	0.4%	30%	N/A	N/A
Custom Choice Portfolio 50	0.40%	50%	N/A	N/A
Custom Choice Portfolio 70	0.45%	70%	N/A	N/A
Custom Choice Portfolio 90	0.47%	90%	N/A	N/A
Custom Choice Index Portfolio 5	0.15%	6%	N/A	N/A
Custom Choice Index Portfolio 30	0.15%	30%	N/A	N/A
Custom Choice Index Portfolio 50	0.15%	50%	N/A	N/A
Custom Choice Index Portfolio 70	0.15%	70%	N/A	N/A
Custom Choice Index Portfolio 90	0.15%	90%	N/A	N/A
Custom Choice Portfolio 100 (formerly Aggressive Portfolio)	0.51%	100%	8.55%	162 of 228
Custom Choice Portfolio 80 (formerly Moderately Aggressive Portfolio)	0.47%	81%	7.03%	183 of 228
Custom Choice Portfolio 60 (formerly Moderate Portfolio)	0.43%	60%	5.1%	34 of 52
Custom Choice Portfolio 40 (formerly Conservative Portfolio)	0.42%	40%	3.50%	16 of 38
Custom Choice Portfolio 20 (formerly Ultra Conservative Portfolio)	0.38%	21%	2.05%	36 of 38
Custom Choice Portfolio 10 (formerly School Years Portfolio)	0.37%	10%	1.19%	27 of 68
Custom Choice Index Portfolio 100 (formerly Aggressive Index Portfolio)	0.15%	100%	10.94%	148 of 228
Custom Choice Index Portfolio 40 (formerly Conservative Index Portfolio)	0.15%	40%	4.01%	15 of 38
Custom Choice Index Portfolio 60 (formerly Moderate Index Portfolio)	0.15%	60%	6.27%	27 of 52
Custom Choice Index Portfolio 80 (formerly Moderately Aggressive Index Portfolio)	0.15%	80%	8.55%	25 of 52
Custom Choice Index Portfolio 10 (formerly School Years Index Portfolio)	0.15%	10%	1.04%	31 of 68
Custom Choice Index Portfolio 20 (formerly Ultra Conservative Index Portfolio)	0.15%	20%	1.94%	17 of 68
Custom Choice Fixed Income Portfolio	0.15%	0%	0.19%	48 of 68
Custom Choice Low Duration Fixed Income Portfolio	0.37%	0%	0.59%	45 of 68
Custom Choice Index Fixed Income Portfolio	0.15%	0%	-0.19%	63 of 68
Custom Choice Index Low Duration Fixed Income Portfolio	0.15%	0%	N/A	62 of 68

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.

Portfolio	E.R	% Equity	1YR Performance	Rank
Custom Choice Short Term Yield Portfolio	0.26%	0%	1.35%	35 of 66

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

The Education Plan's College Savings Program

General InformationDownload PDF Report

The Education Plan's College Savings Program

Our RatingixAn excellent program with many benefits for the participant and positive investment attributes. If it has any significant weaknesses then it also has some particularly good things to recommend it.Close

Fee ScoreixThe fee score is derived from the analysis of costs done as part of Savingforcollege.com's 5-Cap Rating. This analysis compares total average asset-based expenses of the plan to other 529 savings plans. See the methodology for more information.Close

PerformanceixPerformance score is based on Savingforcollege.com’s 5-year composite performance rankingsClose

Child age

Max Expense Ratio:2.5%

Age Based Investment Options

Static Investment Options

Individual Investment Options

Child age

Max Expense Ratio:2.5%

Our Ratingix

Fee Scoreix

Performanceix