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Oregon College Savings Plan

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

Fee Score

4.5 / 5

Performance

2.5 / 5
  • Program type
    Savings
  • Inception
    2001, but substantially changed in September 2018.
  • State agency
    Oregon 529 Savings Board, chaired by State Treasurer
  • Tax deduction
  • Program Manager
    Sumday Administration, LLC
  • Program distributor
    The Oregon 529 Savings Board

Investment Options

Investors in Oregon College 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 20150.34%0%-0.2%N/A
Enrollment Year 20160.34%0%-0.01%N/A
Enrollment Year 20170.34%0%0.1%N/A
Enrollment Year 20180.33%0%0.51%N/A
Enrollment Year 20190.31%5%2.3%N/A
Enrollment Year 20200.31%10%4.62%N/A
Enrollment Year 20210.29%17.5%7.46%N/A
Enrollment Year 20220.29%25%10.1%N/A
Enrollment Year 20230.3%33.5%12.87%N/A
Enrollment Year 20240.3%41%15.63%N/A
Enrollment Year 20250.3%46.5%17.72%N/A
Enrollment Year 20260.3%51.5%19.62%N/A
Enrollment Year 20270.3%56.5%21.63%N/A
Enrollment Year 20280.3%61.5%23.62%N/A
Enrollment Year 20290.3%64.7%25.1%N/A
Enrollment Year 20300.3%68.1%26.49%N/A
Enrollment Year 20310.3%71.5%27.84%N/A
Enrollment Year 20320.3%73.7%28.81%N/A
Enrollment Year 20330.3%76.1%29.77%N/A
Enrollment Year 20340.3%78.5%30.73%N/A
Enrollment Year 20350.3%80.5%31.58%N/A
Enrollment Year 20360.3%82.5%32.28%N/A
Enrollment Year 20370.3%84.5%33.23%N/A
Enrollment Year 20380.3%86.5%34.29%N/A
Enrollment Year 20390.3%86.5%30.95%N/A
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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