Oregon's MFS 529 Savings Plan, an advisor-sold 529 savings program features age-based and static portfolio options utilizing MFS mutual funds. To find a financial advisor in your area, use the Directory of Financial Professionals.
- Program typeSavings
- State agencyOregon 529 Savings Board, chaired by State Treasurer
- Tax deduction
- Program ManagerMFS Fund Distributors, Inc.
- Program distributorMFS Fund Distributors, Inc.
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||Rank|
|MFS Limited Maturity Fund (Age 18+)||0.67%||0%||1.01%||4 of 33|
|MFS Conservative Allocation Portfolio (Age 14-15)||0.96%||39.2%||11.63%||18 of 27|
|MFS Moderate Allocation Portfolio (Age 10-13)||1.01%||58.8%||17.05%||5 of 18|
|MFS Growth Allocation Portfolio (Age 5-9)||1.06%||78.4%||22.5%||3 of 20|
|MFS Aggressive Growth Allocation Portfolio (Age 0-4)||1.11%||98%||26.6%||2 of 17|
|MFS Lifetime Income Fund (Age 16-17)||0.84%||28.2%||9.61%||21 of 31|