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Oregon College Savings Plan

Sumday Administration, LLC succeeded TIAA-CREF as program manager of the Oregon College Savings Plan on September 10, 2018. The plan features enrollment-based and static portfolio options utilizing mutual funds from a variety of fund families and an FDIC-Insured Option.

Our Ratingx

4 of 5

Fee Scorex

4 of 5

Performancex

N/A

  • Program typeSavings
  • Inception2001, but substantially changed in September 2018.
  • State agency
    Oregon 529 College Savings Board, chaired by State Treasurer
  • Tax deduction
    Tax deduction for single filers $2,375/yr
    Tax deduction for joint filers $4,750/yr
  • Program Manager
    Sumday Administration, LLC
  • Program distributor
    Sumday Administration, LLC
  • Manager contract termUNLOCK PRO

Investors in Oregon College Savings Plan can select from the following investment options. Click on a portfolio name for more information.

Use the form below to filter through the investment options in this plan

Child age


Max Expense Ratio:2.5%

Age Based Investment Options

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 20130.34%0%N/AN/A
Enrollment Year 20140.33%0%N/AN/A
Enrollment Year 20150.33%0%N/AN/A
Enrollment Year 20160.32%0%N/AN/A
Enrollment Year 20170.31%3.76%N/AN/A
Enrollment Year 20180.30%8.76%N/AN/A
Enrollment Year 20190.29%15.62%N/AN/A
Enrollment Year 20200.29%23.12%N/AN/A
Enrollment Year 20210.29%31.37%N/AN/A
Enrollment Year 20220.29%39.12%N/AN/A
Enrollment Year 20230.30%45.14%N/AN/A
Enrollment Year 20240.30%50.26%N/AN/A
Enrollment Year 20250.30%55.26%N/AN/A
Enrollment Year 20260.30%60.26%N/AN/A
Enrollment Year 20270.30%63.90%N/AN/A
Enrollment Year 20280.30%67.26%N/AN/A
Enrollment Year 20290.30%70.66%N/AN/A
Enrollment Year 20300.30%73.16%N/AN/A
Enrollment Year 20310.30%75.5%N/AN/A
Enrollment Year 20320.30%77.9%N/AN/A
Enrollment Year 20330.30%80%N/AN/A
Enrollment Year 20340.30%82%N/AN/A
Enrollment Year 20350.30%84%N/AN/A
Enrollment Year 20360.30%86%N/AN/A

Static Investment Options

This refers to an investment option that is not programmed to change over time. The individual fund portfolio and multi-fund portfolio described below are static options. So are many portfolios that do not use mutual funds, such as stable-value options, guaranteed options, CD options, etc.

PortfolioE.R% Equity1YR PerformanceRank
Target Risk Conservative0.29%20%N/AN/A
Target Risk Moderate0.29%50%N/AN/A
Target Risk Aggressive0.30%80%N/AN/A
Diversified U.S. Equity0.71%100%N/AN/A
Diversified International Equity0.59%100%N/AN/A
Diversified Fixed Income0.60%0%N/AN/A
Diversified Inflation Protection0.42%25%N/AN/A
Balanced Index0.28%60%N/AN/A
Social Choice Balanced0.55%60%N/AN/A

Individual Investment Options

Sometimes called a single-fund option, this is a portfolio invested in a single mutual fund. Often the name of the 529 portfolio is very similar to the name of the underlying mutual fund. A large number of broker-sold 529s offer an extensive line-up of individual fund options, while a smaller number of direct-sold 529s offer them.

PortfolioE.R% Equity1YR PerformanceRank
Short Term Fixed Income Index0.29%0%N/AN/A
U.S. Equity Index Fund0.27%100%N/AN/A
International Equity Index Fund0.32%100%N/AN/A
Fixed Income Index0.27%0%N/AN/A

Use the form below to filter through the investment options in this plan

Child age


Max Expense Ratio:2.5%