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
- Inception2000
- State agencyOklahoma 529 Board of Trustees
- Tax deduction
- Program ManagerTIAA-CREF Tuition Financing, Inc.
- Program distributorTIAA-CREF Individual & Institutional Services, LLC
U.S. Equity Index Option
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stock | 100% | 71.64% |
| Foreign Stock | 0% | 24.73% |
| Real Estate | 0% | 3.05% |
| Bond | 0% | 0.57% |
| Short Term Bond | 0% | 0.01% |
| Cash/MM | 0% | 0.05% |
Performance
Fees & Expenses (1 Year)
Total Expense Ratio
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 $10,000
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 09/30/2024.
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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).