Portfolio Allocator

This approach allows you and your client to craft your own asset allocation by choosing any of the 29 portfolios as well as options from OppenheimerFunds, MainStay, and American Century investments.

The Portfolio Allocator automatically rebalances the portfolio on a quarterly basis to conform to your original allocations.

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    • 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
    • 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
    • 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 Portfolio2
    • Oppenheimer Limited Term Bond Portfolio
    • American Century Short Duration Inflation Protected Portfolio
    • Oppenheimer Global Strategic Income Portfolio
    • Oppenheimer International Bond Portfolio
    • Oppenheimer Gold and Special Minerals Portfolio
    • Oppenheimer Real Estate Portfolio
    • Oppenheimer SteelPath MLP Select 40 Portfolio
    • Oppenheimer Capital Income Portfolio
    • Oppenheimer Global Allocation Portfolio
    • Oppenheimer Institutional Government
      Money Market Portfolio3
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1. Prior to June 29, 2018, the Portfolio was named Oppenheimer Global Value Portfolio.

2. Prior to February 28, 2018, the Portfolio was named MainStay High Yield Corporate Bond Portfolio.

3. Prior to 9/28/16, the Portfolio’s name was Oppenheimer Institutional Money Market Portfolio. 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.

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 tax 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., a subsidiary of OppenheimerFunds, 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. Any state-based benefit offered with respect to a particular 529 College Savings Plan should be one of many appropriately weighted factors considered in making an investment decision. You should consult with your tax or other advisor to learn more about how state-based benefits (including any limitations) would apply to your specific circumstances. In addition, some states may offer an income tax deduction to any qualified tuition programs. 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 contains 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.

Account owners do not invest in, and do not have ownership or other rights relating to, the underlying investments. The Plan's underlying investments are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.

Scholar's Edge® is distributed by OppenheimerFunds Distributor, Inc. Member FINRA, SIPC
Two World Financial Center, 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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