The Oregon College Savings Plan (OCSP) features enrollment-based and static portfolio options diversified across several industry-leading mutual funds, and overseen by independent experts dedicated to maximizing the value of your investments. OCSP offers a Social Choice Balanced fund, as well as an FDIC-Insured Option. Oregon residents may enjoy a refundable state tax credit for contributions to the plan.
- Program typeSavings
- Inception2001, but substantially changed in September 2018.
- State agencyOregon 529 Savings Board, chaired by State Treasurer
- Tax deduction
- Program ManagerVestwell.
- Program distributorThe 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.
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. | %Â Equity | 1YR Performance |
|---|---|---|---|
| Enrollment Year 2019 | 0.29% | 100% | 5.49% |
| Enrollment Year 2020 | 0.29% | 100% | 5.67% |
| Enrollment Year 2021 | 0.29% | 100% | 5.78% |
| Enrollment Year 2022 | 0.28% | 100% | 6.75% |
| Enrollment Year 2023 | 0.27% | 98% | 8.34% |
| Enrollment Year 2024 | 0.26% | 96% | 10.29% |
| Enrollment Year 2025 | 0.24% | 91% | 12.84% |
| Enrollment Year 2026 | 0.24% | 70% | 15.23% |
| Enrollment Year 2027 | 0.24% | 51.8% | 17.53% |
| Enrollment Year 2028 | 0.24% | 37.8% | 19.36% |
| Enrollment Year 2029 | 0.24% | 28.2% | 20.67% |
| Enrollment Year 2030 | 0.24% | 31.2% | 21.68% |
| Enrollment Year 2031 | 0.24% | 34.2% | 22.69% |
| Enrollment Year 2032 | 0.24% | 37.2% | 23.52% |
| Enrollment Year 2033 | 0.24% | 39.12% | 24.2% |
| Enrollment Year 2034 | 0.24% | 41.16% | 24.88% |
| Enrollment Year 2035 | 0.24% | 43.2% | 25.64% |
| Enrollment Year 2036 | 0.24% | 45.6% | 26.46% |
| Enrollment Year 2037 | 0.24% | 48% | 27.19% |
| Enrollment Year 2038 | 0.24% | 49.8% | 27.82% |
| Enrollment Year 2039 | 0.24% | 51.6% | 28.35% |
| Enrollment Year 2040 | 0.24% | 52.8% | 28.78% |
| Enrollment Year 2041 | 0.24% | 54% | 29.01% |
| Enrollment Year 2042 | 0.24% | 54% | 29.02% |
| Enrollment Year 2043 | 0.24% | 54% | N/A |
