General Information

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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 Ratingx

3 of 5

Fee Scorex

3 of 5

Performancex

1.5 of 5
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  • Program typeSavings
  • Inception2009, 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
Plan Details
Investment Options

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
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 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
OK 529 Aggressive Growth Portfolio1.25%100.01%N/AN/A
OK 529 Moderate Growth Portfolio1.16%70.02%N/AN/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.

PortfolioE.R.x% Equity1YR PerformanceRank
OK 529 Asset Manager 60% Portfolio1.2%60%N/AN/A
OK 529 Diversified International Portfolio1.37%100%N/AN/A
OK 529 Dividend Growth Portfolio1.03%100%N/AN/A
OK 529 Equity Growth Portfolio1.2%100%N/AN/A
OK 529 Equity Income Portfolio1.12%100%N/AN/A
OK 529 Growth Opportunities Portfolio1.29%100%N/AN/A
OK 529 High Income Portfolio1.13%0%N/AN/A
OK 529 Inflation-Protected Bond Portfolio0.4%0%N/AN/A
OK 529 Limited Term Bond Portfolio0.85%0%N/AN/A
OK 529 Money Market Portfolio0.83%0%N/AN/A
OK 529 New Insights Portfolio1.27%100%N/AN/A
OK 529 Small Cap Portfolio1.17%100%N/AN/A
OK 529 Stock Selector Mid Cap Portfolio1.36%100%N/AN/A
OK 529 Strategic Dividend & Income Portfolio1.19%100%N/AN/A
OK 529 Strategic Income Portfolio1.07%0%N/AN/A
OK 529 Total Bond Portfolio0.85%0%N/AN/A
OK 529 Value Strategies Portfolio1.23%100%N/AN/A

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

Child age


Max Expense Ratio:2.5%