Custom Choice

This approach allows you and your financial advisor to design an investment strategy that is more tailored to your needs and your risk tolerance. You can mix and match any combination of available portfolios with any of the Individual Fund Portfolios.

Select Your Portfolio

Select Your Portfolio



custom aggressive graph custom aggressive graph custom moderately aggressive graph custom moderately aggressive graph custom moderate graph custom moderate graph custom conservative graph custom conservative graph custom ultra conservative graph custom school years graph custom capital preservation graph custom individual graph custom individual graph

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

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

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.

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.

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.

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.

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.

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.

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.

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.

Invests in a combination of primarily short term fixed income and money market investments to seek income with an emphasis on principal protection

Invests in a combination of fixed income and money market investments to seek income.

Invests in a combination of 5-year investment contracts that each pay a rate of return, in combination with money market investments to seek a competitive rate of interest, which varies over time, along with stability of principal.

Choose from any of the Individual Fund Portfolio options below.
  • U.S. EQUITY
    • Oppenheimer Discovery Portfolio
    • Oppenheimer Dividend Opportunity Portfolio
    • Oppenheimer Value Portfolio
    • T. Rowe Price Blue Chip Growth Portfolio
    • Oppenheimer Main Street Portfolio
    • Oppenheimer Main Street
      Mid Cap Portfolio
    • Oppenheimer Main Street Small Cap Portfolio
  • GLOBAL & INTERNATIONAL EQUITY
    • Oppenheimer International Small-Mid Company Portfolio
    • Oppenheimer Global Opportunities Portfolio
    • Oppenheimer International Diversified Portfolio
    • Oppenheimer International Growth Portfolio
    • Oppenheimer Developing Markets Portfolio
    • Oppenheimer Global Portfolio
    • Oppenheimer Global Focus Portfolio1
  • MULTI ASSET
    • Oppenheimer Capital Income Portfolio
    • Oppenheimer Global Allocation Portfolio
  • MONEY MARKET
    • Oppenheimer Institutional Government
      Money Market Portfolio3
  • U.S. FIXED INCOME
    • Oppenheimer Total Return Bond Portfolio
    • Oppenheimer Limited Term Government Portfolio
    • Oppenheimer Senior Floating Rate Portfolio
    • American Century Diversified Bond Portfolio
    • MainStay MacKay High Yield Corporate Bond Portfolio3
    • Oppenheimer Limited Term Government Portfolio
    • American Century Short Duration Inflation Protected Portfolio
  • GLOBAL FIXED INCOME
    • Oppenheimer Global Strategic Income Portfolio
    • Oppenheimer International Bond Portfolio
  • ALTERNATIVES
    • Oppenheimer Gold and Special Minerals Portfolio
    • Oppenheimer Real Estate Portfolio
    • Oppenheimer SteelPath MLP Select 40 Portfolio
  • U.S. EQUITY
    • Invesco Oppenheimer Value Fund
    • T. Rowe Price Blue Chip Growth Fund
    • Invesco Oppenheimer Main Street Fund
    • Invesco Oppenheimer Main Street
      Mid Cap Fund
    • Invesco Oppenheimer Main Street Small Cap Fund
  • LOW VOLATILITY
    • Invesco Oppenheimer Capital Income Fund
  • GLOBAL & INTERNATIONAL EQUITY
    • Invesco Oppenheimer Developing Markets Fund
    • Invesco Oppenheimer International Growth Fund
    • Invesco Oppenheimer Global Fund
    • Invesco Oppenheimer Global Focus Fund1
  • MONEY MARKET
    • Invesco Oppenheimer Institutional Government
      Money Market Portfolio2
  • FIXED INCOME
    • American Century Diversified Bond Fund
    • Invesco Oppenheimer Total Return Bond Fund
    • Invesco Oppenheimer International Bond Fund
    • Invesco Oppenheimer Limited-Term Bond Fund
    • Invesco Oppenheimer Limited-Term Government Fund
    • Invesco Oppenheimer Senior Floating Rate Fund
    • MainStay MacKay High Yield Corporate Bond Fund3
    • American Century Short Duration Inflation Protected Fund
    • New York Life Insurance Company Funding Agreement
  • MLP
    • Invesco Oppenheimer SteelPath MLP Select 40 Fund
  • Real Estate
    • Invesco Oppenheimer Real Estate Fund

1. Prior to June 29, 2018, the Fund was named Oppenheimer Global Value Fund.

2. 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.

3. Prior to February 28, 2018, the Fund was named MainStay High Yield Corporate Bond Fund.

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.

oppenheimer logo