General InformationDownload PDF Report
MFS 529 Savings Plan
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 deductionTax deduction for single filers $2,375/yrTax deduction for joint filers $4,750/yr
- Program ManagerMFS Fund Distributors, Inc.
- Program distributorMFS Fund Distributors, Inc.
- Manager contract termUNLOCK PRO
MFS Mid Cap Value Fund
|Asset Class||% Assets||Category Avg.|
|Short Term Bondix||0%||0.01%|
PerformanceCategory AvgThis Portfolio
Fees & Expenses (1 Year)Category AvgThis Portfolio
Total Expense Ratioix
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 $10,000Category AvgThis Portfolio
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2017.
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).