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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.

Our Ratingx

4 of 5

Fee Scorex

4.5 of 5

Performancex

1.5 of 5

  • Program typeSavings
  • Inception2000
  • State agency
    Education Trust Board of New Mexico
  • Tax deduction
    Tax deduction for single filers No limit
    Tax deduction for joint filers No limit
  • Program Manager
    OFI Private Investments, Inc., a subsidiary of OppenheimerFunds, Inc.
  • Program distributor
    OppenheimerFunds Distributor, Inc.
  • Manager contract termUNLOCK PRO
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Custom Choice Index Portfolio 100 (formerly Aggressive Index Portfolio)


Jump To: Asset Allocation | Performance | Fees & Expenses | Growth of $10,000Print

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stockx60%71.44%
Foreign Stockx35%24.34%
Real Estatex5%3.42%
Bondx0%0.68%
Short Term Bondx0%0.01%
Cash/MMx0%0.08%


Performance
Category Avg
This Portfolio



Fees & Expenses (1 Year)
Category Avg
This Portfolio

Total Expense Ratiox

Fees vs Performance



Calculate your fee

Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.


$0

Rate of return
Holding period


Growth of $10,000
Category Avg
This Portfolio



Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.

Data as of 09/30/2018.

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.

Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.


Category average

Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).