General Information

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Oklahoma College Savings Plan

Oklahoma College Savings Plan, a TIAA-managed 529 savings program features three age-based options, three equity options, a balanced option, a fixed income option, and a guaranteed option.

Our Ratingx

4 of 5

Fee Scorex

3.5 of 5

Performancex

3.5 of 5

  • Program typeSavings
  • Inception2000
  • State agency
    Oklahoma College Savings Plan Board of Trustees
  • Tax deduction
  • Program Manager
    TIAA-CREF Tuition Financing, Inc.
  • Program distributor
    TIAA-CREF Individual & Institutional Services, LLC

Investors in Oklahoma College Savings Plan 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.

PortfolioE.R.x% Equity1YR PerformanceRank
Conservative
Conservative: Age Band 0-30.42%65%6.55%26 of 72
Conservative: Age Band 4-70.42%55%6.57%60 of 70
Conservative: Age Band 8-110.43%45%6.35%36 of 70
Conservative: Age Band 12-140.41%30%5.53%61 of 78
Conservative: Age Band 15-170.37%15%3.94%43 of 122
Conservative: Age Band 18+0.35%0%2.88%51 of 80
Moderate
Moderate: Age Band 0-30.41%80%6.7%45 of 72
Moderate: Age Band 4-70.42%70%6.72%53 of 92
Moderate: Age Band 8-110.42%55%6.57%62 of 70
Moderate: Age Band 12-140.43%45%6.38%82 of 120
Moderate: Age Band 15-170.41%30%5.37%48 of 78
Moderate: Age Band 18+0.38%20%4.04%91 of 122
Aggressive
Aggressive: Age Band 0-30.4%100%6.9%11 of 55
Aggressive: Age Band 4-70.41%80%6.61%13 of 53
Aggressive: Age Band 8-110.42%70%6.58%52 of 92
Aggressive: Age Band 12-140.42%55%6.56%11 of 46
Aggressive: Age Band 15-170.43%45%6.43%73 of 78
Aggressive: Age Band 18+0.41%30%5.55%39 of 78

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.

PortfolioE.R.x% Equity1YR PerformanceRank
U.S. Equity Index0.35%100%8.63%61 of 235
Fixed Income Option0.47%0%6.87%52 of 70
Balanced Option0.66%60%4.2%52 of 52
Diversified Equity Option0.78%100%2.56%182 of 235
Global Equity Index Option0.4%100%6.91%96 of 235

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.

PortfolioE.R.x% Equity1YR PerformanceRank
Guaranteed Portfolio0%0%1.79%27 of 68

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

Child age


Max Expense Ratio:2.5%