| Total Available Funds: | 6 |
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| Total Available Funds: | 6 |
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| Total Available Funds: | 6 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | ||||||||||||||||||||||||||||||||||||
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| Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
| Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
Click for Portfolio Details or Follow | 0.4% | 11.2% | 4.8% | 9.7% | 9.2% | 10.3% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Tactical Asset Allocation: Click here to see this strategy description | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
|
Click for Portfolio Details or Follow | 0.4% | 14.1% | 5.9% | 9.2% | 5.7% | 4.3% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
|
Click to Create Model Portfolio | ||||||
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
The Oklahoma 529 College Saving Plan (Direct Plan) is a traditional 529 plan that allows you to invest money today and reap tax benefits when you withdraw it to pay for qualified education expenses. It is sponsored by the state of Oklahoma. The Plan offers you a choice of nine Investment Options, three age-based investment options, five multi-fund investment options and one single-fund investment option. The assets in your Oklahoma 529 Plan account will be reallocated only at your instruction, but changes to existing investment options within the plan can be made only once per calendar year.
MyPlanIQ.com provides asset allocation strategies to constructs your own 529 portfolios, which is better tailored to your risk profile. The model portfolios are constructed based on the investment options as below.
TIAA-CREF US Equity Index Option TIEIX
TIAA-CREF Diversified Equity Option P_26310
TIAA-CREF Global Equity Index Option P_26309
TIAA-CREF Balanced Option P_26308
TIAA-CREF Fixed Income Option P_26311
TIAA-CREF Guaranteed Option (use CASH as proxy)
The data of the multi-fund options are constructed by the MyPlanIQ.com according to the options' composition indicated in the Official Disclosure Booklet. For further information, you could also refer to the official website.
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