MFS 529 Savings Plan

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.

Fee Score

3.5 / 5

Performance

4 / 5
  • Program type
    Savings
  • Inception
    2002
  • State agency
    Oregon 529 Savings Board, chaired by State Treasurer
  • Tax deduction
  • Program Manager
    Sumday Administration LLC
  • Program distributor
    MFS 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.

Age Based Investment Optionsaccordion open icon

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.% Equity1YR PerformanceRank
Enrollment Year 20411.02%0%N/AN/A
Enrollment Year 20401.02%0%N/AN/A
Enrollment Year 20391.02%0%N/AN/A
Enrollment Year 20381.01%0%N/AN/A
Enrollment Year 20371.01%0%N/AN/A
Enrollment Year 20361.01%0%N/AN/A
Enrollment Year 20351%0%N/AN/A
Enrollment Year 20341%0%N/AN/A
Enrollment Year 20330.99%0%N/AN/A
Enrollment Year 20320.99%0%N/AN/A
Enrollment Year 20310.98%0%N/AN/A
Enrollment Year 20290.97%0%N/AN/A
Enrollment Year 20280.96%0%N/AN/A
Enrollment Year 20270.95%0%N/AN/A
Enrollment Year 20260.94%0%N/AN/A
Enrollment Year 20250.93%0%N/AN/A
Enrollment Year 20240.91%0%N/AN/A
Enrollment Year 20230.9%0%N/AN/A
Enrollment Year 20220.89%0%N/AN/A
Enrollment Year 20210.88%0%N/AN/A
Enrollment Year 20190.87%0%N/AN/A
Enrollment Year 20180.87%0%N/AN/A
Enrollment Year 20170.87%0%N/AN/A
Enrollment Year 20300.98%0%N/AN/A
Enrollment Year 20200.87%0%N/AN/A
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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