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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.
- Program typeSavings
- State agencyEducation Trust Board of New Mexico
- Tax deductionTax deduction for single filers No limitTax deduction for joint filers No limit
- Program ManagerOFI Private Investments, Inc., a subsidiary of OppenheimerFunds, Inc.
- Program distributorOppenheimerFunds Distributor, Inc.
- Manager contract termUNLOCK PRO
Custom Choice Index Portfolio 60 (formerly Moderate Index Portfolio)
|Asset Class||% Assets||Category Avg.|
|Short Term Bondix||20%||3.22%|
PerformanceCategory AvgThis Portfolio
Fees & Expenses (1 Year)Category AvgThis Portfolio
Total Expense Ratioix
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.
Growth of $10,000Category AvgThis Portfolio
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2017.
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.
Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.
Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).