Oklahoma Dream 529 Plan

Oklahoma Dream 529 Plan, an advisor-sold 529 savings plan is managed by Fidelity Investments. Fidelity succeeded TIAA-CREF as manager in September 2020. The plan features eight age-based, two static allocation, and 17 individual fund portfolios. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

3.5 / 5

Performance

N/A
  • Program type
    Savings
  • Inception
    2009, but changed substantially in 2020
  • State agency
    Oklahoma College Savings Plan Board of Trustees
  • Tax deduction
  • Program Manager
    Fidelity Investments
  • Program distributor
    Fidelity Distributors Company LLC

Investment Options

Investors in Oklahoma Dream 529 Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

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
OK 529 Portfolio 20220.99%24.97%N/AN/A
OK 529 Portfolio 20251.04%38.63%N/AN/A
OK 529 Portfolio 20281.09%51.28%N/AN/A
OK 529 Portfolio 20311.14%64.95%N/AN/A
OK 529 Portfolio 20341.18%78.16%N/AN/A
OK 529 Portfolio 20371.21%91.58%N/AN/A
OK 529 Portfolio 20391.24%95.01%N/AN/A
OK 529 College Portfolio0.92%14.97%N/AN/A
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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