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Oklahoma Dream 529 Plan

Oklahoma Dream 529 Plan, an advisor-sold 529 savings plan, managed by TIAA-CREF Tuition Financing, Inc. and Allianz Global Investors Distributors LLC, features 18 mutual fund portfolios from 3 different money managers. To find a financial advisor in your area, use the Directory of Financial Professionals.

  • Program typeSavings
  • Inception2009
  • State agency
    Oklahoma College Savings Plan Board of Trustees
  • Tax deduction
    Tax deduction for single filers $10,000/yr
    Tax deduction for joint filers $20,000/yr
  • Program Manager
    TIAA-CREF Tuition Financing, Inc. and Allianz Global Investors Distributors LLC
  • Program distributor
    Allianz Global Investors Distributors LLC
  • Manager contract termUNLOCK PRO

Investors in Oklahoma Dream 529 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% Equity1YR PerformanceRank
Age-Based 0-81.36%71%3.8%16 of 21
Age-Based 9-111.32%62.5%3.38%19 of 20
Age-Based 12-141.25%38%2.26%12 of 26
Age-Based 15-161.19%21.5%1.34%16 of 33
Age-Based 17-181.14%11%0.88%30 of 33
Age-Based 19 and Over1.13%4%0.65%9 of 33

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% Equity1YR PerformanceRank
Capital Appreciation1.36%71%3.86%27 of 34
Capital Preservation1.09%10%0.33%16 of 33

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% Equity1YR PerformanceRank
PIMCO Real Return1.39%0%-0.49%28 of 98
TIAA U.S. Large Cap Equity0.80%100%16.86%118 of 308
TIAA Small Cap Blend Index0.80%100%14.49%67 of 308
PIMCO Total Return1.26%0%-2.27%68 of 98
AllianzGI Income and Growth1.69%50%10.53%1 of 37
AllianzGI Best Styles U.S. Equity1.15%100%16.3%89 of 308
AllianzGI Best Styles International Equity1.2%100%-0.75%270 of 308
AllianzGI Global Allocation1.46%50%2.25%32 of 37
PIMCO Income1.27%0%0.16%16 of 98
PIMCO Short Asset Investment0.89%0%1.66%26 of 98

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

Child age

Max Expense Ratio:2.5%