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.
- Program typeSavings
- Inception2009, but changed substantially in 2020
- State agencyOklahoma College Savings Plan Board of Trustees
- Tax deduction
- Program ManagerFidelity Investments
- Program distributorFidelity 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.
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.
| Portfolio | E.R. | % Equity | 1YR Performance |
|---|---|---|---|
| OK 529 Portfolio 2022 | 0.93% | 17.3% | -0.76% |
| OK 529 Portfolio 2025 | 0.97% | 31.11% | -0.46% |
| OK 529 Portfolio 2028 | 1% | 44.22% | 0.09% |
| OK 529 Portfolio 2031 | 1.03% | 57.41% | 0.7% |
| OK 529 Portfolio 2034 | 1.06% | 70.79% | 1.43% |
| OK 529 Portfolio 2037 | 1.09% | 84.16% | 2.29% |
| OK 529 Portfolio 2039 | 1.11% | 92.96% | 2.58% |
| OK 529 College Portfolio | 0.92% | 14.97% | -1.07% |
