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
OK 529 Portfolio 2037
|Asset Class||% Assets||Category Avg.|
|Short Term Bond||0%||0.79%|
Fees & Expenses (1 Year)
Total Expense Ratio
Fees vs Performance
Calculate your fee
Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.
Growth of $10,000
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 03/31/2022.
Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.
Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).
Category averages are designed to be a representation of all portfolios with a similar age and risk profile (represented as a % of equity).