The following control will filter the performance data by shareclass. The filter action is executed as you select a specific shareclass with the select box. Assisted technology users may wish to refresh the buffer after using this control.

Average Total Return

AGE BASED PORTFOLIOS

Average Total Return(%)1
Month End as of 04/30/2018
Expense Ratio6
Effective Date
11/30/2017
Portfolio Name
Age of Beneficiary
1-Yr 3-Yr 5-Yr 10-Yr Since Inception Inception Date Gross Net7
Age Based Portfolio 100 0-2
A /NAV2 10.19 7.44 9.93 6.00 6.37 02/01/2005 1.16 1.16
A/MOP3 4.95 5.71 8.87 5.49 5.98 02/01/2005 1.16 1.16
C2 9.36 6.63 9.11 5.21 5.57 02/01/2005 1.91 1.91
C w/CDSC5 8.36 6.63 9.11 5.21 5.57 02/01/2005 1.91 1.91
Age Based Portfolio 90 3-4
A /NAV2 NA NA NA NA NA 02/23/2018 1.14 1.14
A/MOP3 NA NA NA NA NA 02/23/2018 1.14 1.14
C2 NA NA NA NA NA 02/23/2018 1.89 1.89
C w/CDSC5 NA NA NA NA NA 02/23/2018 1.89 1.89
Age Based Portfolio 80 5-6
A /NAV2 8.58 6.45 8.30 5.75 6.26 02/01/2005 1.13 1.13
A/MOP3 3.42 4.73 7.25 5.24 5.87 02/01/2005 1.13 1.13
C2 7.75 5.64 7.48 4.96 5.46 02/01/2005 1.88 1.88
C w/CDSC5 6.75 5.64 7.48 4.96 5.46 02/01/2005 1.88 1.88
Age Based Portfolio 70 7-8
A /NAV2 NA NA NA NA NA 02/23/2018 1.13 1.13
A/MOP3 NA NA NA NA NA 02/23/2018 1.13 1.13
C2 NA NA NA NA NA 02/23/2018 1.88 1.88
C w/CDSC5 NA NA NA NA NA 02/23/2018 1.88 1.88
Age Based Portfolio 60 9-10
A /NAV2 6.90 5.47 6.72 4.08 4.94 02/01/2005 1.10 1.10
A/MOP3 1.83 3.77 5.69 3.58 4.56 02/01/2005 1.10 1.10
C2 6.10 4.68 5.92 3.30 4.15 02/01/2005 1.85 1.85
C w/CDSC5 5.10 4.68 5.92 3.30 4.15 02/01/2005 1.85 1.85
Age Based Portfolio 50 11-12
A /NAV2 NA NA NA NA NA 02/23/2018 1.07 1.07
A/MOP3 NA NA NA NA NA 02/23/2018 1.07 1.07
C2 NA NA NA NA NA 02/23/2018 1.82 1.82
C w/CDSC5 NA NA NA NA NA 02/23/2018 1.82 1.82
Age Based Portfolio 40 13-14
A /NAV2 4.63 4.03 4.81 3.04 3.53 02/01/2005 1.05 1.05
A/MOP3 -0.35 2.36 3.79 2.54 3.15 02/01/2005 1.05 1.05
C2 3.86 3.26 4.02 2.27 2.76 02/01/2005 1.80 1.80
C w/CDSC5 2.86 3.26 4.02 2.27 2.76 02/01/2005 1.80 1.80
Age Based Portfolio 30 15-16
A /NAV2 NA NA NA NA NA 02/23/2018 1.03 1.03
A/MOP3 NA NA NA NA NA 02/23/2018 1.03 1.03
C2 NA NA NA NA NA 02/23/2018 1.78 1.78
C w/CDSC5 NA NA NA NA NA 02/23/2018 1.78 1.78
Age Based Portfolio 20 17-18
A /NAV2 2.58 2.59 2.85 1.81 2.80 04/15/2005 1.00 1.00
A/MOP3 -2.30 0.94 1.85 1.31 2.42 04/15/2005 1.00 1.00
C2 1.72 1.81 2.08 1.04 2.03 04/15/2005 1.75 1.75
C w/CDSC5 0.72 1.81 2.08 1.04 2.03 04/15/2005 1.75 1.75
Age Based Portfolio 10 19+
A /NAV2 1.55 1.78 1.84 1.40 2.03 02/01/2005 0.96 0.96
A/MOP3 -3.28 0.15 0.85 0.91 1.66 02/01/2005 0.96 0.96
C2 0.73 1.02 1.08 0.64 1.27 02/01/2005 1.71 1.71
C w/CDSC5 -0.27 1.02 1.08 0.64 1.27 02/01/2005 1.71 1.71

CUSTOM CHOICE PORTFOLIOS

Average Total Return(%)1
Month End as of 04/30/2018
Expense Ratio6
Effective Date
11/30/2017
Portfolio Name 1-Yr 3-Yr 5-Yr 10-Yr Since Inception Inception Date Gross Net7
American Century Short Duration Inflation Protect Portfolio
A /NAV2 NA NA NA NA NA 02/23/2018 1.22 1.22
A/MOP3 NA NA NA NA NA 02/23/2018 1.22 1.22
C2 NA NA NA NA NA 02/23/2018 1.97 1.97
C w/CDSC5 NA NA NA NA NA 02/23/2018 1.97 1.97
Dividend Opportunity Portfolio
A /NAV2 9.10 NA NA NA 9.23 02/06/2017 1.15 1.15
A/MOP3 3.92 NA NA NA 5.00 02/06/2017 1.15 1.15
C2 8.39 NA NA NA 7.88 02/06/2017 1.90 1.90
C w/CDSC5 7.39 NA NA NA 7.88 02/06/2017 1.90 1.90
Global Allocation Portfolio
A /NAV2 NA NA NA NA NA 02/23/2018 1.25 1.25
A/MOP3 NA NA NA NA NA 02/23/2018 1.25 1.25
C2 NA NA NA NA NA 02/23/2018 2.00 2.00
C w/CDSC5 NA NA NA NA NA 02/23/2018 2.00 2.00
SteelPath MLP Select 40 Portfolio
A /NAV2 NA NA NA NA NA 02/23/2018 1.25 1.25
A/MOP3 NA NA NA NA NA 02/23/2018 1.25 1.25
C2 NA NA NA NA NA 02/23/2018 2.00 2.00
C w/CDSC5 NA NA NA NA NA 02/23/2018 2.00 2.00
T Rowe Price Blue Chip Growth Portfolio
A /NAV2 NA NA NA NA NA 02/23/2018 1.23 1.23
A/MOP3 NA NA NA NA NA 02/23/2018 1.23 1.23
C2 NA NA NA NA NA 02/23/2018 1.98 1.98
C w/CDSC5 NA NA NA NA NA 02/23/2018 1.98 1.98
Total Return Bond Portfolio
A /NAV2 NA NA NA NA NA 02/23/2018 0.85 0.85
A/MOP3 NA NA NA NA NA 02/23/2018 0.85 0.85
C2 NA NA NA NA NA 02/23/2018 1.60 1.60
C w/CDSC5 NA NA NA NA NA 02/23/2018 1.60 1.60
Portfolio 100
A /NAV2 10.27 7.43 9.94 6.02 6.38 02/01/2005 1.16 1.16
A/MOP3 5.04 5.71 8.88 5.50 5.99 02/01/2005 1.16 1.16
C2 9.46 6.63 9.12 5.23 5.58 02/01/2005 1.91 1.91
C w/CDSC5 8.46 6.63 9.12 5.23 5.58 02/01/2005 1.91 1.91
Portfolio 90
A /NAV2 NA NA NA NA NA 02/23/2018 1.14 1.14
A/MOP3 NA NA NA NA NA 02/23/2018 1.14 1.14
C2 NA NA NA NA NA 02/23/2018 1.89 1.89
C w/CDSC5 NA NA NA NA NA 02/23/2018 1.89 1.89
Portfolio 80
A /NAV2 8.73 6.50 8.35 5.78 6.28 02/01/2005 1.13 1.13
A/MOP3 3.56 4.79 7.30 5.27 5.89 02/01/2005 1.13 1.13
C2 7.88 5.70 7.54 4.99 5.48 02/01/2005 1.88 1.88
C w/CDSC5 6.88 5.70 7.54 4.99 5.48 02/01/2005 1.88 1.88
Portfolio 70
A /NAV2 NA NA NA NA NA 02/23/2018 1.13 1.13
A/MOP3 NA NA NA NA NA 02/23/2018 1.13 1.13
C2 NA NA NA NA NA 02/23/2018 1.88 1.88
C w/CDSC5 NA NA NA NA NA 02/23/2018 1.88 1.88
Portfolio 60
A /NAV2 6.96 5.49 6.73 4.10 4.96 02/01/2005 1.10 1.10
A/MOP3 1.88 3.79 5.70 3.60 4.58 02/01/2005 1.10 1.10
C2 6.17 4.69 5.93 3.32 4.18 02/01/2005 1.85 1.85
C w/CDSC5 5.17 4.69 5.93 3.32 4.18 02/01/2005 1.85 1.85
Portfolio 50
A /NAV2 NA NA NA NA NA 02/23/2018 1.07 1.07
A/MOP3 NA NA NA NA NA 02/23/2018 1.07 1.07
C2 NA NA NA NA NA 02/23/2018 1.82 1.82
C w/CDSC5 NA NA NA NA NA 02/23/2018 1.82 1.82
Portfolio 40
A /NAV2 4.64 4.03 4.81 3.04 3.55 02/01/2005 1.05 1.05
A/MOP3 -0.33 2.36 3.80 2.54 3.17 02/01/2005 1.05 1.05
C2 3.86 3.25 4.03 2.27 2.77 02/01/2005 1.80 1.80
C w/CDSC5 2.86 3.25 4.03 2.27 2.77 02/01/2005 1.80 1.80
Portfolio 30
A /NAV2 NA NA NA NA NA 02/23/2018 1.03 1.03
A/MOP3 NA NA NA NA NA 02/23/2018 1.03 1.03
C2 NA NA NA NA NA 02/23/2018 1.78 1.78
C w/CDSC5 NA NA NA NA NA 02/23/2018 1.78 1.78
Portfolio 20
A /NAV2 2.59 2.58 2.85 1.76 2.77 04/15/2005 1.00 1.00
A/MOP3 -2.29 0.93 1.85 1.27 2.39 04/15/2005 1.00 1.00
C2 1.73 1.79 2.07 0.99 1.98 04/15/2005 1.75 1.75
C w/CDSC5 0.73 1.79 2.07 0.99 1.98 04/15/2005 1.75 1.75
Portfolio 10
A /NAV2 1.58 1.80 1.84 1.40 2.03 02/01/2005 0.96 0.96
A/MOP3 -3.24 0.16 0.85 0.91 1.66 02/01/2005 0.96 0.96
C2 0.77 1.02 1.07 0.63 1.26 02/01/2005 1.71 1.71
C w/CDSC5 -0.23 1.02 1.07 0.63 1.26 02/01/2005 1.71 1.71
Fixed Income Portfolio
A /NAV2 0.68 NA NA NA 1.52 08/31/2015 0.94 0.94
A/MOP3 -4.11 NA NA NA -0.32 08/31/2015 0.94 0.94
C2 0.00 NA NA NA 0.75 08/31/2015 1.69 1.69
C w/CDSC5 -1.00 NA NA NA 0.75 08/31/2015 1.69 1.69
Low Duration Fixed Income Portfolio
A /NAV2 0.20 NA NA NA 0.63 08/31/2015 0.94 0.94
A/MOP3 -4.56 NA NA NA -1.19 08/31/2015 0.94 0.94
C2 -0.60 NA NA NA -0.11 08/31/2015 1.77 1.77
C w/CDSC5 -1.59 NA NA NA -0.11 08/31/2015 1.77 1.77
Capital Preservation Portfolio      ** Net Estimated Yield as of 12/31/2017 A Units 0.46% 0.961% C Units 0.71% 0.711% / Expense Ratio Effective Date 09/30/2017
A /NAV2 0.91 0.83 0.96 2.01 2.01 04/21/2008 0.46 0.46
A/MOP3 -3.88 -0.79 -0.02 1.51 1.52 04/21/2008 0.46 0.46
C2 0.70 0.53 0.48 1.38 1.39 04/21/2008 0.71 0.71
C w/CDSC5 -0.30 0.53 0.48 1.38 1.39 04/21/2008 0.71 0.71
Gold & Special Minerals Portfolio
A /NAV2 0.00 5.89 NA NA -0.49 05/13/2013 1.18 1.18
A/MOP3 -4.75 4.19 NA NA -1.46 05/13/2013 1.18 1.18
C2 -0.75 5.10 NA NA -1.60 05/13/2013 1.93 1.93
C w/CDSC5 -1.75 5.10 NA NA -1.60 05/13/2013 1.93 1.93
Real Estate Portfolio
A /NAV2 -2.75 2.46 NA NA 4.38 05/13/2013 1.34 1.34
A/MOP3 -7.37 0.81 NA NA 3.36 05/13/2013 1.34 1.34
C2 -3.50 1.71 NA NA 4.92 05/13/2013 2.09 2.09
C w/CDSC5 -4.46 1.71 NA NA 4.92 05/13/2013 2.09 2.09
Developing Markets Portfolio
A /NAV2 19.51 6.83 NA NA 4.90 05/13/2013 1.33 1.33
A/MOP3 13.83 5.11 NA NA 3.88 05/13/2013 1.33 1.33
C2 18.66 6.03 NA NA 5.07 05/13/2013 2.08 2.08
C w/CDSC5 17.66 6.03 NA NA 5.07 05/13/2013 2.08 2.08
International Small-Mid Company Portfolio
A /NAV2 23.62 NA NA NA 15.74 08/31/2015 1.42 1.42
A/MOP3 17.75 NA NA NA 13.64 08/31/2015 1.42 1.42
C2 22.73 NA NA NA 14.88 08/31/2015 2.17 2.17
C w/CDSC5 21.73 NA NA NA 14.88 08/31/2015 2.17 2.17
Discovery Portfolio
A /NAV2 19.52 10.93 NA NA 11.64 05/13/2013 1.13 1.13
A/MOP3 13.84 9.15 NA NA 10.55 05/13/2013 1.13 1.13
C2 18.71 10.11 NA NA 9.12 05/13/2013 1.88 1.88
C w/CDSC5 17.71 10.11 NA NA 9.12 05/13/2013 1.88 1.88
Main Street Small Cap Portfolio
A /NAV2 7.03 NA NA NA 11.11 08/31/2015 1.23 1.23
A/MOP3 1.95 NA NA NA 9.10 08/31/2015 1.23 1.23
C2 6.29 NA NA NA 10.95 08/31/2015 1.98 1.98
C w/CDSC5 5.29 NA NA NA 10.95 08/31/2015 1.98 1.98
Main Street Mid Cap Portfolio
A /NAV2 7.92 5.92 10.14 8.56 7.83 02/01/2005 1.12 1.12
A/MOP3 2.80 4.21 9.07 8.03 7.44 02/01/2005 1.12 1.12
C2 7.09 5.12 9.31 7.74 7.04 02/01/2005 1.87 1.87
C w/CDSC5 6.09 5.12 9.31 7.74 7.04 02/01/2005 1.87 1.87
International Growth Portfolio
A /NAV2 12.44 5.48 NA NA 6.04 05/13/2013 1.15 1.15
A/MOP3 7.10 3.79 NA NA 5.01 05/13/2013 1.15 1.15
C2 11.48 4.66 NA NA 5.44 05/13/2013 1.90 1.90
C w/CDSC5 10.48 4.66 NA NA 5.44 05/13/2013 1.90 1.90
International Diversified Portfolio
A /NAV2 17.51 7.68 NA NA 7.26 05/13/2013 1.34 1.34
A/MOP3 11.93 5.95 NA NA 6.21 05/13/2013 1.34 1.34
C2 16.60 6.88 NA NA 7.41 05/13/2013 2.09 2.09
C w/CDSC5 15.60 6.88 NA NA 7.41 05/13/2013 2.09 2.09
Global Opportunities Portfolio
A /NAV2 31.74 26.01 NA NA 19.20 05/13/2013 1.18 1.18
A/MOP3 25.48 23.98 NA NA 18.03 05/13/2013 1.18 1.18
C2 30.72 25.05 NA NA 14.79 05/13/2013 1.93 1.93
C w/CDSC5 29.72 25.05 NA NA 14.79 05/13/2013 1.93 1.93
Global Portfolio
A /NAV2 18.89 9.41 NA NA 10.60 05/13/2013 1.15 1.15
A/MOP3 13.24 7.65 NA NA 9.52 05/13/2013 1.15 1.15
C2 18.03 8.61 NA NA 8.31 05/13/2013 1.90 1.90
C w/CDSC5 17.03 8.61 NA NA 8.31 05/13/2013 1.90 1.90
Global Value Portfolio
A /NAV2 14.96 NA NA NA 8.57 08/31/2015 1.31 1.31
A/MOP3 9.50 NA NA NA 6.61 08/31/2015 1.31 1.31
C2 14.21 NA NA NA 9.65 08/31/2015 2.06 2.06
C w/CDSC5 13.21 NA NA NA 9.65 08/31/2015 2.06 2.06
Value Portfolio
A /NAV2 9.99 7.07 9.68 5.98 6.33 02/01/2005 0.97 0.97
A/MOP3 4.76 5.35 8.62 5.46 5.94 02/01/2005 0.97 0.97
C2 9.18 6.27 8.86 5.18 5.53 02/01/2005 1.72 1.72
C w/CDSC5 8.18 6.27 8.86 5.18 5.53 02/01/2005 1.72 1.72
Main Street Portfolio
A /NAV2 5.24 8.18 NA NA 10.83 05/13/2013 0.95 0.95
A/MOP3 0.25 6.44 NA NA 9.75 05/13/2013 0.95 0.95
C2 4.48 7.37 NA NA 10.06 05/13/2013 1.70 1.70
C w/CDSC5 3.48 7.37 NA NA 10.06 05/13/2013 1.70 1.70
Capital Income Portfolio
A /NAV2 2.38 NA NA NA 4.28 08/31/2015 1.05 1.05
A/MOP3 -2.48 NA NA NA 2.39 08/31/2015 1.05 1.05
C2 1.56 NA NA NA 3.78 08/31/2015 1.80 1.80
C w/CDSC5 0.56 NA NA NA 3.78 08/31/2015 1.80 1.80
MainStay MacKay High Yield Corporate Bond Portfolio
A /NAV2 2.97 NA NA NA 6.41 08/31/2015 1.15 1.15
A/MOP3 -1.92 NA NA NA 4.48 08/31/2015 1.15 1.15
C2 2.24 NA NA NA 8.11 08/31/2015 1.90 1.90
C w/CDSC5 1.24 NA NA NA 8.11 08/31/2015 1.90 1.90
Global Strategic Income Portfolio
A /NAV2 1.83 2.00 1.60 3.77 4.56 02/01/2005 1.04 1.04
A/MOP3 -3.01 0.36 0.61 3.26 4.18 02/01/2005 1.04 1.04
C2 1.07 1.23 0.84 2.99 3.78 02/01/2005 1.79 1.79
C w/CDSC5 0.07 1.23 0.84 2.99 3.78 02/01/2005 1.79 1.79
International Bond Portfolio
A /NAV2 5.88 4.04 NA NA 1.90 05/13/2013 1.04 1.04
A/MOP3 0.85 2.37 NA NA 0.91 05/13/2013 1.04 1.04
C2 5.12 3.26 NA NA 1.33 05/13/2013 1.79 1.79
C w/CDSC5 4.12 3.26 NA NA 1.33 05/13/2013 1.79 1.79
Senior Floating Rate Portfolio
A /NAV2 3.57 4.13 NA NA 3.57 05/13/2013 1.25 1.25
A/MOP3 -0.06 2.90 NA NA 2.83 05/13/2013 1.25 1.25
C2 2.87 3.35 NA NA 2.82 05/13/2013 2.00 2.00
C w/CDSC5 1.87 3.35 NA NA 2.82 05/13/2013 2.00 2.00
American Century Diversified Bond Portfolio
A /NAV2 -1.20 0.26 0.64 -2.51 -1.19 02/01/2005 1.15 1.15
A/MOP3 -5.90 -1.35 -0.33 -2.98 -1.55 02/01/2005 1.15 1.15
C2 -1.95 -0.49 -0.11 -3.24 -1.93 02/01/2005 1.97 1.97
C w/CDSC5 -2.93 -0.49 -0.11 -3.24 -1.93 02/01/2005 1.97 1.97
Limited Term Bond Portfolio
A /NAV2 0.59 NA NA NA 1.19 08/31/2015 0.84 0.84
A/MOP4 -1.68 NA NA NA 0.33 08/31/2015 0.84 0.84
C2 -0.20 NA NA NA 0.63 08/31/2015 1.59 1.59
C w/CDSC5 -1.20 NA NA NA 0.63 08/31/2015 1.59 1.59
Limited Term Government Portfolio
A /NAV2 -0.10 0.07 NA NA 0.46 05/13/2013 0.93 0.93
A/MOP4 -2.35 -0.69 NA NA 0.00 05/13/2013 0.93 0.93
C2 -0.80 -0.67 NA NA -0.26 05/13/2013 1.68 1.68
C w/CDSC5 -1.80 -0.67 NA NA -0.26 05/13/2013 1.68 1.68
Institutional Money Market Portfolio
A /NAV2 0.81 0.36 0.21 0.31 1.16 02/01/2005 0.36 0.36
A/MOP3 0.81 0.36 0.21 0.31 1.16 02/01/2005 0.36 0.36
C2 0.86 0.36 0.22 0.31 0.99 02/01/2005 0.36 0.36
C w/CDSC5 0.86 0.36 0.22 0.31 0.99 02/01/2005 0.36 0.36

The performance data quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's units, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.
1. Performance data for each portfolio is based on the total return of a hypothetical account, including reinvestment of dividends and distributions, net of the Scholar's Edge Plan program and administration fees.
2. Performance is not load adjusted.
3. A Unit/MOP (Maximum Offering Price) reported performance is load adjusted based upon the current maximum 3.50% sales charge applied to the portfolio's NAV at the beginning of the investment period.
4. A Unit/MOP (Maximum Offering Price) reported performance is load adjusted based upon the current maximum 2.25% sales charge applied to the portfolio's NAV at the beginning of the investment period.
5. C Unit w/CDSC reported performance is load adjusted by applying a 1% CDSC to the lesser of the portfolio's beginning or ending NAV for the calculated period if the time period is less than twelve (12) months. If the calculated time period is greater than 12 months, no charge is applied.
6. Expense ratios for each of the portfolios include underlying investment expenses and plan fees. *For the new Individual Fund Portfolios, based on the most recent expense ratio for the underlying Investment as of September 30, 2017.
7. If applicable, the "Net Expense Ratio" for the Portfolios takes into account a voluntary expense limitation on the underlying investment without which performance would have been less. These undertakings may be modified or terminated at any time. Please see the Plan Description for more detailed information regarding any applicable expense limitations or waivers.
8. The Plan Manager and the Board have agreed to voluntarily waive the Program Management Fee and Administrative Fee, respectively (but, in neither case, not below zero) and/or reimburse expenses to the extent necessary to assist the Short Term Yield Portfolio in attempting to maintain at least a 0.00% return. There is no guarantee that the Short Term Yield Portfolio will maintain this return. This undertaking may be amended or withdrawn at any time.

** The Capital Preservation Portfolio invests exclusively in one or more 'investment contracts' issued by insurance companies or financial institutions, as well as shares of a money market fund. Each investment contract offers a fixed rate of interest over the term of the contract. The portfolio is designed to result in the accrual of income over time equal to the average weighted return of the investment contracts and the money market fund.


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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., 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, 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.

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