Age Based

This approach contains an age based track. This option allows you to more closely align your college savings goals with your risk tolerance and return expectations.

SELECT YOUR TARGET AGE
TO VIEW THE RELATED PORTFOLIO



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Ages 0-2
portfolio 100

Invests all assets in a combination of equities and alternatives to seek long term capital appreciation.

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Ages 3-4
portfolio 90

Invests in a combination of equity, alternative, and fixed income investments to seek an objective of capital appreciation and income.

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Ages 5-6
portfolio 80

Invests in a combination of equity, fixed income, and alternative investments to seek capital appreciation and income. The portfolio seeks growth by investing in an asset allocation weighted toward equity investments over fixed income investments.

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Ages 7-8
portfolio 70

Invests in a combination of equity, fixed income, and alternative investments to seek capital appreciation and income. The portfolio seeks growth by investing in an asset allocation weighted toward equity investments over fixed income investments.

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Ages 9-10
portfolio 60

Invests in a combination of equity, fixed income, and alternative investments to seek capital appreciation and income. The portfolio seeks moderate growth by investing in an asset allocation weighted toward equity over fixed income investments.

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Ages 11-12
portfolio 50

Invests in a combination of equity, fixed income, and alternative investments to seek capital appreciation and income. The portfolio seeks moderate growth by investing in an asset allocation weighted toward equity over fixed income investments.

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Ages 13-14
portfolio 40

Invests in a combination of equity, fixed income, alternative, and money market investments to seek capital appreciation and income. The portfolio seeks conservative growth by investing in a balanced asset allocation weighted toward fixed income investments over equity investments.

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Ages 15-16
portfolio 30

Invests in a combination of equity, fixed income, alternative, and money market investments to seek capital appreciation and income. The portfolio seeks conservative growth by investing in a balanced asset allocation weighted toward fixed income investments over equity investments.

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Ages 17-18
portfolio 20

Invests in a combination of equity, fixed income, alternative, and money market investments to seek income and conservative appreciation. The portfolio seeks preservation of capital with minimal growth by investing primarily in fixed income investments.

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Ages 19+
portfolio 10

Invests in a combination of equity, fixed income, alternatives, and money market investments to seek income and principal protection. The portfolio seeks preservation of capital with minimal growth by investing primarily in fixed income investments.

  • U.S. Equity
  • Global and international Equity
  • Low Volatility
  • Money Market*
  • Real Estate
  • MLP
  • Fixed Income

*You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund's sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.

As the result of a reorganization on May 24, 2019, the underlying Oppenheimer Funds' names have changed. Please see the underlying Funds current prospectus at www.oppenheimerfunds.com for further information.

This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal tax laws. Contact your attorney or other advisor regarding your specific legal, investment or tax situation.

Scholar's Edge® is operated as a qualified tuition program offered by The Education Trust Board of New Mexico and is available to all U.S. residents. OFI Private Investments Inc. is the program manager for Scholar's Edge and OppenheimerFunds Distributor, Inc. is the distributor of Scholar's Edge. Some states offer favorable tax treatment to their residents only if they invest in the state's own plan. Investors should consider before investing whether their or their designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program, such as financial aid, scholarship funds, and protection from creditors, and should consult their tax advisor. These securities are neither FDIC insured nor guaranteed and may lose value.

Before investing in the Plan, investors should carefully consider the investment objectives, risks, charges and expenses associated with municipal fund securities. The Plan Description contain this and other information about the Plan, and may be obtained by asking your financial advisor, by visiting www.scholarsedge529.com or calling 1.866.529.SAVE (1.866.529.7283). Investors should read these documents carefully before investing.

Scholar's Edge® is distributed by OppenheimerFunds Distributor, Inc. Member FINRA, SIPC 225 Liberty Street, New York, NY 10281-1008


Scholar's Edge® and the Scholar's Edge® Logo are registered trademarks of The Education Trust Board of New Mexico used under license.

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