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General Information

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.
Our RatingixThis is a recent program and does not yet have a 5-Cap Rating assigned.Close
This is a recent program and does not yet have a 5-Cap Rating assigned.
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Fee ScoreixThe fee score is derived from the analysis of costs done as part of Savingforcollege.com's 5-Cap Rating. This analysis compares total average asset-based expenses of the plan to other 529 savings plans. See the methodology for more information.Close
The fee score is derived from the analysis of costs done as part of Savingforcollege.com's 5-Cap Rating. This analysis compares total average asset-based expenses of the plan to other 529 savings plans. See the methodology for more information.
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3.5 of 5
PerformanceixThe performance score is derived from the analysis of performance as part of Savingforcollege.com’s 5-Cap Rating. See the methodology for more information.Close
The performance score is derived from the analysis of performance as part of Savingforcollege.com’s 5-Cap Rating. See the methodology for more information.
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N/A
- 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
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%
0
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.
Portfolio | E.R.ix Expense Ratio Close | %Â Equity | 1YR Performance | Rank |
---|---|---|---|---|
OK 529 Portfolio 2022 | 0.99% | 24.97% | N/A | N/A |
OK 529 Portfolio 2025 | 1.04% | 38.63% | N/A | N/A |
OK 529 Portfolio 2028 | 1.09% | 51.28% | N/A | N/A |
OK 529 Portfolio 2031 | 1.14% | 64.95% | N/A | N/A |
OK 529 Portfolio 2034 | 1.18% | 78.16% | N/A | N/A |
OK 529 Portfolio 2037 | 1.21% | 91.58% | N/A | N/A |
OK 529 Portfolio 2039 | 1.24% | 95.01% | N/A | N/A |
OK 529 College Portfolio | 0.92% | 14.97% | N/A | N/A |
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.
Portfolio | E.R.ix Expense Ratio Close | %Â Equity | 1YR Performance | Rank |
---|---|---|---|---|
OK 529 Aggressive Growth Portfolio | 1.25% | 100.01% | N/A | N/A |
OK 529 Moderate Growth Portfolio | 1.16% | 70.02% | N/A | N/A |
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.
Portfolio | E.R.ix Expense Ratio Close | %Â Equity | 1YR Performance | Rank |
---|---|---|---|---|
OK 529 Asset Manager 60% Portfolio | 1.2% | 60% | N/A | N/A |
OK 529 Diversified International Portfolio | 1.37% | 100% | N/A | N/A |
OK 529 Dividend Growth Portfolio | 1.03% | 100% | N/A | N/A |
OK 529 Equity Growth Portfolio | 1.2% | 100% | N/A | N/A |
OK 529 Equity Income Portfolio | 1.12% | 100% | N/A | N/A |
OK 529 Growth Opportunities Portfolio | 1.29% | 100% | N/A | N/A |
OK 529 High Income Portfolio | 1.13% | 0% | N/A | N/A |
OK 529 Inflation-Protected Bond Portfolio | 0.4% | 0% | N/A | N/A |
OK 529 Limited Term Bond Portfolio | 0.85% | 0% | N/A | N/A |
OK 529 Money Market Portfolio | 0.83% | 0% | N/A | N/A |
OK 529 New Insights Portfolio | 1.27% | 100% | N/A | N/A |
OK 529 Small Cap Portfolio | 1.17% | 100% | N/A | N/A |
OK 529 Stock Selector Mid Cap Portfolio | 1.36% | 100% | N/A | N/A |
OK 529 Strategic Dividend & Income Portfolio | 1.19% | 100% | N/A | N/A |
OK 529 Strategic Income Portfolio | 1.07% | 0% | N/A | N/A |
OK 529 Total Bond Portfolio | 0.85% | 0% | N/A | N/A |
OK 529 Value Strategies Portfolio | 1.23% | 100% | N/A | N/A |
Use the form below to filter through the investment options in this plan
Child age
Max Expense Ratio:2.5%
0