Oklahoma 529, a TIAA-managed 529 savings program features an enrollment year options, three equity options, a balanced option, a fixed income option, and a guaranteed option.
- Program typeSavings
- State agencyOklahoma 529 Board of Trustees
- Tax deduction
- Program ManagerTIAA-CREF Tuition Financing, Inc.
- Program distributorTIAA-CREF Individual & Institutional Services, LLC
Investors in Oklahoma 529 can select from the following investment options. Click on a portfolio name for more information.
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|
|2036/2037 Enrollment Option||0.3%||80%||5.7%|
|2034/2035 Enrollment Option||0.3%||75.1%||5.36%|
|2032/2033 Enrollment Option||0.31%||67.9%||4.6%|
|2030/2031 Enrollment Option||0.31%||60%||3.91%|
|2028/2029 Enrollment Option||0.31%||54%||3.26%|
|2026/2027 Enrollment Option||0.31%||48%||2.74%|
|2024/2025 Enrollment Option||0.3%||40%||2.38%|
|2022/2023 Enrollment Option||0.28%||32%||2.26%|
|In School Option||0.27%||20%||1.01%|
|2038/2039 Enrollment Option||0.3%||80%||N/A|