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. Vestwell succeeded TIAA-CREF as program manager of the Oregon College Savings 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
|Asset Class||% Assets||Category Avg.|
|Short Term Bond||0%||3.21%|
Fees & Expenses (1 Year)
Total Expense Ratio
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 $10,000
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 06/30/2023.
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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).