General Information

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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.

Our Ratingx

3 of 5

Fee Scorex

2.5 of 5

Performancex

1 of 5

  • Program typeSavings
  • Inception2009
  • State agency
    Oklahoma College Savings Plan Board of Trustees
  • Tax deduction
  • Program Manager
    TIAA-CREF Tuition Financing, Inc. and Allianz Global Investors Distributors LLC
  • Program distributor
    Allianz Global Investors Distributors LLC

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.x% Equity1YR PerformanceRank
Age-Based 0-81.39%71%N/A21 of 21
Age-Based 9-111.35%62.5%0.61%21 of 21
Age-Based 12-141.27%38%1.97%27 of 27
Age-Based 15-161.21%21.5%3.39%36 of 36
Age-Based 17-181.15%11%3.98%27 of 36
Age-Based 19 and Over1.13%4%4.09%31 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.x% Equity1YR PerformanceRank
Capital Appreciation1.39%71%0.07%36 of 36
Capital Preservation1.1%10%5.26%29 of 34

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
PIMCO Real Return1.63%0%5.8%78 of 102
TIAA U.S. Large Cap Equity0.81%100%3.52%70 of 321
TIAA Small Cap Blend Index0.81%100%-9.52%227 of 321
PIMCO Total Return1.3%0%9.28%43 of 102
AllianzGI Income and Growth1.67%50%0.3%12 of 37
AllianzGI Best Styles U.S. Equity1.15%100%0.19%108 of 321
AllianzGI Best Styles International Equity1.2%100%-5.92%302 of 321
AllianzGI Global Allocation1.46%50%2.61%34 of 37
PIMCO Income1.49%0%5.41%19 of 102
PIMCO Short Asset Investment0.94%0%1.73%7 of 102

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

Child age


Max Expense Ratio:2.5%