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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    • Invesco Oppenheimer Discovery Portfolio
    • Invesco Oppenheimer Dividend Opportunity Portfolio
    • Invesco Oppenheimer Value Portfolio
    • T. Rowe Price Blue Chip Growth Portfolio
    • Invesco Oppenheimer Main Street Portfolio
    • Invesco Oppenheimer Main Street Mid Cap Portfolio
    • Invesco Oppenheimer Main Street Small Cap Portfolio
    • Invesco Oppenheimer International Small-Mid Company Portfolio
    • Invesco Oppenheimer Global Opportunities Portfolio
    • Invesco Oppenheimer International Diversified Portfolio
    • Invesco Oppenheimer International Growth Portfolio
    • Invesco Oppenheimer Developing Markets Portfolio
    • Invesco Oppenheimer Global Portfolio
    • Invesco Oppenheimer Global Focus Portfolio1
    • Invesco Oppenheimer Total Return Bond Portfolio
    • Invesco Oppenheimer Limited Term Government Portfolio
    • Invesco Oppenheimer Senior Floating Rate Portfolio
    • American Century Diversified Bond Portfolio
    • MainStay MacKay High Yield Corporate Bond Portfolio2
    • Invesco Oppenheimer Limited Term Bond Portfolio
    • American Century Short Duration Inflation Protected Portfolio
    • Invesco Oppenheimer Global Strategic Income Portfolio
    • Invesco Oppenheimer International Bond Portfolio
    • Invesco Oppenheimer Gold and Special Minerals Portfolio
    • Invesco Oppenheimer Real Estate Portfolio
    • Invesco Oppenheimer SteelPath MLP Select 40 Portfolio
    • Invesco Oppenheimer Capital Income Portfolio
    • Invesco Oppenheimer Global Allocation Portfolio
    • Invesco Government and Agency Portfolio3

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

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