Which investment option is right for me?
Compare investment options
When it comes to investing in a 529 plan, we all have the same goal: to help pay for college.
However, everyone’s investment strategy can look quite different depending on aspects of each person’s unique circumstances (like financial constraints and overall savings goals).
Oklahoma 529 investment options
Choose from multiple portfolios to fit your preferences—aligning with your risk tolerance, preferred level of involvement, and desired results.
Most Popular
Enrollment Year Investment Option
- A portfolio customized for your student’s expected enrollment year
- Risk level automatically becomes more conservative as enrollment year approaches
Consider this if:
You’re looking for an all-in-one solution to manage your savings over the long term without extra work on your part.
View DetailsRisk-Based Options
- Select from a range of investment objectives
- Suitable for a variety of risk profiles and asset allocation blends
Consider this if:
You’re an experienced investor and want added control over your investment option’s diversification and investment strategy.
View DetailsGuaranteed Option
- Seeks to preserve capital and provide a stable return
- Conservative investment with a low level of risk
Consider this if:
You have a short investment horizon or you’re looking to preserve your funds.
View DetailsTo determine the right strategy for you, it may be helpful to ask yourself these questions:
- How much do I want to save?
- How fast do I want to save?
- How comfortable am I with risk?
- How hands-on do I want to be?
Whatever your answers may be, an Oklahoma 529 offers a variety of professionally managed investment portfolios to fit your life situation, risk tolerance and college savings goals. For further support, explore our planning tools to help make your investment decision easier.
Here are some of our most common investment options questions
Here’s where you will find performance data for Oklahoma 529’s investment options.
Oklahoma 529 offers a variety of smart investment options to fit your life situation, risk tolerance and savings goals. These portfolios vary in investment strategy and degree of risk, allowing you to select a portfolio or combination of portfolios that fit your needs and savings goals.
To compare our Oklahoma 529 investment options, visit our Investment Comparison page. For more information on the investment objectives, risks, charges and expenses, read the Plan Description (PDF).
Yes. Each time you make a contribution, you may select from any of the Oklahoma 529 investment portfolio options. Once invested in a particular option, contributions and earnings may be transferred to another investment option twice per calendar year or upon transfer of funds to a plan account for a different eligible beneficiary (see the Plan Description for more information).
To transfer funds between options, log in to your account, click “View Details” for your beneficiary, then choose “Change Investment Options.” You may also request and submit by mail the Change of Investment Form.
An Oklahoma 529 can be started with as little as $25. How much and how fast you need to save will depend on what you plan to use the money for and when.
A few helpful tools:
-Check out the College Savings Calculator to estimate the cost of college.
-Use our College Planning Calculator to see how your savings could add up over time.
