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

3.5 / 5
  • Program type
    Savings
  • Inception
    2002
  • State agency
    Oregon 529 Savings Board, chaired by State Treasurer
  • Tax deduction
  • Program Manager
    Vestwell State Savings, 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 Performance
Enrollment Year 20411.19%0%N/A
Enrollment Year 20401.19%0%N/A
Enrollment Year 20391.19%0%N/A
Enrollment Year 20381.19%0%N/A
Enrollment Year 20371.19%0%N/A
Enrollment Year 20361.19%0%N/A
Enrollment Year 20351.19%0%N/A
Enrollment Year 20341.19%0%N/A
Enrollment Year 20331.19%0%N/A
Enrollment Year 20321.19%0%N/A
Enrollment Year 20311.19%0%N/A
Enrollment Year 20291.19%0%N/A
Enrollment Year 20281.19%0%N/A
Enrollment Year 20271.19%0%N/A
Enrollment Year 20261.19%0%N/A
Enrollment Year 20251.19%0%N/A
Enrollment Year 20241.19%0%N/A
Enrollment Year 20231.19%0%N/A
Enrollment Year 20221.19%0%N/A
Enrollment Year 20211.19%0%N/A
Enrollment Year 20190.62%0%N/A
Enrollment Year 20180.62%0%N/A
Enrollment Year 20170.62%0%N/A
Enrollment Year 20301.19%0%N/A
Enrollment Year 20200.62%0%N/A
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
A good place to start:
A good place to start:
See the best 529 plans, personalized for you
See the best 529 plans, personalized for you
Get Started