Oregon's MFS 529 Savings Plan, an advisor-sold 529 savings program features year of enrollment and risk-based portfolio options utilizing MFS mutual funds. To find a financial advisor in your area, use the Directory of Financial Professionals.
- Program typeSavings
- Inception2002
- State agencyOregon 529 Savings Board, chaired by State Treasurer
- Tax deduction
- Program ManagerVestwell State Savings, LLC.
- Program distributorMFS Fund Distributors, Inc.
Investment Options
Investors in MFS 529 Savings 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 |
|---|---|---|---|
| Enrollment Year 2041 | 1.01% | 85.24% | 25.69% |
| Enrollment Year 2040 | 1% | 83.28% | 25.63% |
| Enrollment Year 2039 | 1% | 81.32% | 25.29% |
| Enrollment Year 2038 | 1% | 79.36% | 24.95% |
| Enrollment Year 2037 | 0.99% | 77% | 24.61% |
| Enrollment Year 2036 | 0.99% | 74.64% | 24.27% |
| Enrollment Year 2035 | 0.99% | 72.48% | 23.83% |
| Enrollment Year 2034 | 0.98% | 69.12% | 23.49% |
| Enrollment Year 2033 | 0.98% | 65.76% | 22.85% |
| Enrollment Year 2032 | 0.97% | 62.6% | 22.43% |
| Enrollment Year 2031 | 0.97% | 57.64% | 21.71% |
| Enrollment Year 2029 | 0.95% | 47.72% | 20.1% |
| Enrollment Year 2028 | 0.94% | 41.76% | 19.3% |
| Enrollment Year 2027 | 0.93% | 34.3% | 18% |
| Enrollment Year 2026 | 0.92% | 24.84% | 15.93% |
| Enrollment Year 2025 | 0.9% | 17.38% | 13.59% |
| Enrollment Year 2024 | 0.88% | 9.92% | 11.11% |
| Enrollment Year 2023 | 0.87% | 4.96% | 8.63% |
| Enrollment Year 2022 | 0.87% | 0% | 6.63% |
| Enrollment Year 2021 | 0.87% | 0% | 4.95% |
| Enrollment Year 2019 | 0.87% | 0% | 4.62% |
| Enrollment Year 2030 | 0.96% | 52.68% | 20.89% |
| Enrollment Year 2020 | 0.87% | 0% | 4.55% |
| Enrollment Year 2042 | 1.01% | 87.2% | 25.27% |
| Enrollment Year 2043 | 1.01% | 87.2% | N/A |
