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Total Returns
Aggressive Age Based Track
Growth Age Based Track

AGE BASED PORTFOLIOS

Balanced Age Based Track
Total Return(%)1
Month End as of 04/28/2017
Expense Ratio7
Effective Date
02/10/2017
Portfolio Name
Age of Beneficiary
1 Month 3 Month YTD* as of 04/28/2017 Inception Date Gross Net8
Age Based Portfolio 100 0-5
A /NAV2 2.17 5.87 8.58 02/01/2005 1.11 1.11
A/MOP3 -2.69 0.84 8.58 02/01/2005 1.11 1.11
B2 6 2.09 5.66 8.31 04/21/2008 1.86 1.86
B w/CDSC4 6 -2.91 0.66 8.31 04/21/2008 1.86 1.86
C2 2.07 5.65 8.31 02/01/2005 1.86 1.86
C w/CDSC5 1.07 4.65 8.31 02/01/2005 1.86 1.86
Age Based Portfolio 80 6-8 0-5
A /NAV2 1.87 5.03 7.34 02/01/2005 1.12 1.12
A/MOP3 -2.97 0.04 7.34 02/01/2005 1.12 1.12
B2 6 1.80 4.84 7.07 04/21/2008 1.86 1.86
B w/CDSC4 6 -3.20 -0.17 7.07 04/21/2008 1.86 1.86
C2 1.82 4.85 7.06 02/01/2005 1.87 1.87
C w/CDSC5 0.82 3.85 7.06 02/01/2005 1.87 1.87
Age Based Portfolio 60 9-11 6-8 0-5
A /NAV2 1.58 4.21 6.06 02/01/2005 1.12 1.12
A/MOP3 -3.25 -0.75 6.06 02/01/2005 1.12 1.12
B2 6 1.53 4.01 5.81 04/21/2008 1.87 1.87
B w/CDSC4 6 -3.47 -0.99 5.81 04/21/2008 1.87 1.87
C2 1.53 4.01 5.82 02/01/2005 1.87 1.87
C w/CDSC5 0.53 3.01 5.82 02/01/2005 1.87 1.87
Age Based Portfolio 40 12-14 9-11 6-8
A /NAV2 1.21 3.12 4.47 02/01/2005 1.08 1.08
A/MOP3 -3.59 -1.78 4.47 02/01/2005 1.08 1.08
B2 6 1.14 2.93 4.20 04/21/2008 1.83 1.83
B w/CDSC4 6 -3.86 -2.07 4.20 04/21/2008 1.83 1.83
C2 1.16 2.93 4.20 02/01/2005 1.83 1.83
C w/CDSC5 0.16 1.93 4.20 02/01/2005 1.83 1.83
Age Based Portfolio 20 15-17 12-14 9-11
A /NAV2 0.79 1.97 2.79 04/15/2005 1.02 1.02
A/MOP3 -4.00 -2.87 2.79 04/15/2005 1.02 1.02
B2 6 0.69 1.79 2.51 04/21/2008 1.77 1.77
B w/CDSC4 6 -4.31 -3.21 2.51 04/21/2008 1.77 1.77
C2 0.79 1.83 2.57 04/15/2005 1.77 1.77
C w/CDSC5 -0.21 0.83 2.57 04/15/2005 1.77 1.77
Age Based Portfolio 10 18+ 15-17 12-14
A /NAV2 0.58 1.38 1.98 02/01/2005 0.96 0.96
A/MOP3 -4.20 -3.43 1.98 02/01/2005 0.96 0.96
B2 6 0.54 1.21 1.72 04/21/2008 1.71 1.71
B w/CDSC4 6 -4.46 -3.79 1.72 04/21/2008 1.71 1.71
C2 0.53 1.23 1.72 02/01/2005 1.71 1.71
C w/CDSC5 -0.47 0.23 1.72 02/01/2005 1.71 1.71
Age Based Fixed Income Portfolio 18+ 15-17
A /NAV2 0.39 0.88 1.18 08/31/2015 0.94 0.94
A/MOP3 -4.38 -3.91 1.18 08/31/2015 0.94 0.94
B2 6 0.39 0.68 0.98 08/31/2015 1.69 1.69
B w/CDSC4 6 -4.61 -4.32 0.98 08/31/2015 1.69 1.69
C2 0.30 0.59 0.89 08/31/2015 1.69 1.69
C w/CDSC5 -0.71 -0.41 0.89 08/31/2015 1.69 1.69
Age Based Low Duration Fixed Income Portfolio 18+
A /NAV2 0.20 0.40 0.59 08/31/2015 0.85 0.85
A/MOP3 -4.56 -4.37 0.59 08/31/2015 0.85 0.85
B2 6 0.20 0.30 0.30 08/31/2015 1.60 1.60
B w/CDSC4 6 -4.80 -4.70 0.30 08/31/2015 1.60 1.60
C2 0.10 0.20 0.30 08/31/2015 1.60 1.60
C w/CDSC5 -0.90 -0.80 0.30 08/31/2015 1.60 1.60

CUSTOM CHOICE PORTFOLIOS

Total Return(%)1
Month End as of 04/28/2017
Expense Ratio7
Effective Date
02/10/2017
Portfolio Name 1 Month 3 Month YTD* as of 04/28/2017 Inception Date Gross Net8
Dividend Opportunity Portfolio
A /NAV2 0.20 NA 2.20 02/06/2017 1.15 1.15
A/MOP3 -4.56 NA 2.20 02/06/2017 1.15 1.15
C2 0.10 NA 1.30 02/06/2017 1.90 1.90
C w/CDSC5 -0.90 NA 1.30 02/06/2017 1.90 1.90
Portfolio 100
A /NAV2 2.17 5.90 8.63 02/01/2005 1.11 1.11
A/MOP3 -2.69 0.86 8.63 02/01/2005 1.11 1.11
B2 6 2.09 5.71 8.36 04/21/2008 1.86 1.86
B w/CDSC4 6 -2.91 0.71 8.36 04/21/2008 1.86 1.86
C2 2.10 5.71 8.36 02/01/2005 1.86 1.86
C w/CDSC5 1.10 4.71 8.36 02/01/2005 1.86 1.86
Portfolio 80
A /NAV2 1.87 5.07 7.37 02/01/2005 1.12 1.12
A/MOP3 -2.97 0.08 7.37 02/01/2005 1.12 1.12
B2 6 1.82 4.90 7.13 04/21/2008 1.86 1.86
B w/CDSC4 6 -3.18 -0.10 7.13 04/21/2008 1.86 1.86
C2 1.82 4.91 7.13 02/01/2005 1.87 1.87
C w/CDSC5 0.82 3.91 7.13 02/01/2005 1.87 1.87
Portfolio 60
A /NAV2 1.58 4.22 6.07 02/01/2005 1.12 1.12
A/MOP3 -3.25 -0.73 6.07 02/01/2005 1.12 1.12
B2 6 1.53 4.02 5.80 04/21/2008 1.87 1.87
B w/CDSC4 6 -3.47 -0.98 5.80 04/21/2008 1.87 1.87
C2 1.53 4.03 5.81 02/01/2005 1.87 1.87
C w/CDSC5 0.53 3.03 5.81 02/01/2005 1.87 1.87
Portfolio 40
A /NAV2 1.21 3.11 4.47 02/01/2005 1.08 1.08
A/MOP3 -3.60 -1.78 4.47 02/01/2005 1.08 1.08
B2 6 1.14 2.92 4.20 04/21/2008 1.83 1.83
B w/CDSC4 6 -3.86 -2.08 4.20 04/21/2008 1.83 1.83
C2 1.16 2.93 4.19 02/01/2005 1.83 1.83
C w/CDSC5 0.16 1.93 4.19 02/01/2005 1.83 1.83
Portfolio 20
A /NAV2 0.80 1.98 2.81 04/15/2005 1.02 1.02
A/MOP3 -3.99 -2.87 2.81 04/15/2005 1.02 1.02
B2 6 0.76 1.79 2.58 04/21/2008 1.77 1.77
B w/CDSC4 6 -4.24 -3.21 2.58 04/21/2008 1.77 1.77
C2 0.71 1.76 2.58 04/15/2005 1.77 1.77
C w/CDSC5 -0.29 0.76 2.58 04/15/2005 1.77 1.77
Portfolio 10
A /NAV2 0.58 1.35 1.95 02/01/2005 0.96 0.96
A/MOP3 -4.20 -3.47 1.95 02/01/2005 0.96 0.96
B2 6 0.50 1.17 1.69 04/21/2008 1.71 1.71
B w/CDSC4 6 -4.50 -3.83 1.69 04/21/2008 1.71 1.71
C2 0.53 1.19 1.73 02/01/2005 1.72 1.72
C w/CDSC5 -0.47 0.19 1.73 02/01/2005 1.72 1.72
Fixed Income Portfolio
A /NAV2 0.39 0.88 1.27 08/31/2015 0.94 0.94
A/MOP3 -4.38 -3.91 1.27 08/31/2015 0.94 0.94
B2 6 0.30 0.70 0.90 08/31/2015 1.69 1.69
B w/CDSC4 6 -4.70 -4.30 0.90 08/31/2015 1.69 1.69
C2 0.30 0.69 0.89 08/31/2015 1.69 1.69
C w/CDSC5 -0.71 -0.31 0.89 08/31/2015 1.69 1.69
Low Duration Fixed Income Portfolio
A /NAV2 0.20 0.40 0.60 08/31/2015 0.85 0.85
A/MOP3 -4.56 -4.37 0.60 08/31/2015 0.85 0.85
B2 6 0.20 0.30 0.40 08/31/2015 1.60 1.60
B w/CDSC4 6 -4.80 -4.70 0.40 08/31/2015 1.60 1.60
C2 0.10 0.20 0.40 08/31/2015 1.60 1.60
C w/CDSC5 -0.90 -0.80 0.40 08/31/2015 1.60 1.60
Capital Preservation Portfolio      ** Net Estimated Yield as of 03/31/2017 A Units 0.832% B Units 0.582% C Units 0.582% / Expense Ratio Effective Date 06/30/2016
A /NAV2 0.08 0.25 0.33 04/21/2008 0.46 0.46
A/MOP3 -4.67 -4.51 0.33 04/21/2008 0.46 0.46
B2 6 0.00 0.09 0.18 04/21/2008 1.21 1.21
B w/CDSC4 6 -5.00 -4.91 0.18 04/21/2008 1.21 1.21
C2 0.09 0.18 0.26 04/21/2008 0.71 0.71
C w/CDSC5 -0.91 -0.83 0.26 04/21/2008 0.71 0.71
Gold & Special Minerals Portfolio
A /NAV2 -4.31 -7.05 8.69 05/13/2013 1.17 1.17
A/MOP3 -8.86 -11.46 8.69 05/13/2013 1.17 1.17
C2 -4.42 -7.28 8.39 05/13/2013 1.92 1.92
C w/CDSC5 -5.38 -8.21 8.39 05/13/2013 1.92 1.92
Real Estate Portfolio
A /NAV2 0.16 1.60 0.71 05/13/2013 1.33 1.33
A/MOP3 -4.60 -3.23 0.71 05/13/2013 1.33 1.33
C2 0.15 1.39 0.46 05/13/2013 2.08 2.08
C w/CDSC5 -0.85 0.39 0.46 05/13/2013 2.08 2.08
Developing Markets Portfolio
A /NAV2 2.81 8.60 13.84 05/13/2013 1.31 1.31
A/MOP3 -2.07 3.44 13.84 05/13/2013 1.31 1.31
C2 2.67 8.24 13.49 05/13/2013 2.06 2.06
C w/CDSC5 1.67 7.24 13.49 05/13/2013 2.06 2.06
International Small-Mid Company Portfolio
A /NAV2 5.20 10.45 15.03 08/31/2015 1.22 1.22
A/MOP3 0.20 5.21 15.03 08/31/2015 1.22 1.22
C2 5.08 10.19 14.69 08/31/2015 1.96 1.96
C w/CDSC5 4.08 9.19 14.69 08/31/2015 1.96 1.96
Discovery Portfolio
A /NAV2 2.41 6.72 11.15 05/13/2013 1.12 1.12
A/MOP3 -2.46 1.65 11.15 05/13/2013 1.12 1.12
C2 2.28 6.39 10.84 05/13/2013 1.87 1.87
C w/CDSC5 1.28 5.39 10.84 05/13/2013 1.87 1.87
Main Street Small Cap Portfolio
A /NAV2 1.81 4.57 5.82 08/31/2015 1.25 1.25
A/MOP3 -3.03 -0.40 5.82 08/31/2015 1.25 1.25
C2 1.72 4.37 5.53 08/31/2015 2.00 2.00
C w/CDSC5 0.72 3.37 5.53 08/31/2015 2.00 2.00
Main Street Mid Cap Portfolio
A /NAV2 1.05 2.72 6.86 02/01/2005 1.11 1.11
A/MOP3 -3.74 -2.16 6.86 02/01/2005 1.11 1.11
B2 6 1.00 2.54 6.60 02/01/2005 1.87 1.87
B w/CDSC4 6 -4.00 -2.47 6.60 02/01/2005 1.87 1.87
C2 0.99 2.54 6.59 02/01/2005 1.86 1.86
C w/CDSC5 -0.01 1.54 6.59 02/01/2005 1.86 1.86
International Growth Portfolio
A /NAV2 4.39 9.68 12.27 05/13/2013 1.15 1.15
A/MOP3 -0.57 4.47 12.27 05/13/2013 1.15 1.15
B2 6 4.35 9.51 12.01 08/14/2015 1.90 1.90
B w/CDSC4 6 -0.65 4.51 12.01 08/14/2015 1.90 1.90
C2 4.38 9.48 12.00 05/13/2013 1.90 1.90
C w/CDSC5 3.38 8.48 12.00 05/13/2013 1.90 1.90
International Diversified Portfolio
A /NAV2 3.79 9.15 13.25 05/13/2013 1.27 1.27
A/MOP3 -1.14 3.96 13.25 05/13/2013 1.27 1.27
C2 3.82 8.90 13.03 05/13/2013 2.02 2.02
C w/CDSC5 2.82 7.90 13.03 05/13/2013 2.02 2.02
Global Opportunities Portfolio
A /NAV2 1.51 15.61 19.96 05/13/2013 1.20 1.20
A/MOP3 -3.31 10.11 19.96 05/13/2013 1.20 1.20
C2 1.47 15.45 19.64 05/13/2013 1.95 1.95
C w/CDSC5 0.47 14.45 19.64 05/13/2013 1.95 1.95
Global Portfolio
A /NAV2 4.05 10.43 14.63 05/13/2013 1.16 1.16
A/MOP3 -0.89 5.19 14.63 05/13/2013 1.16 1.16
C2 3.96 10.25 14.45 05/13/2013 1.91 1.91
C w/CDSC5 2.96 9.25 14.45 05/13/2013 1.91 1.91
Global Value Portfolio
A /NAV2 3.24 6.91 11.54 08/31/2015 1.32 1.32
A/MOP3 -1.66 1.83 11.54 08/31/2015 1.32 1.32
C2 3.13 6.67 11.12 08/31/2015 2.07 2.07
C w/CDSC5 2.13 5.67 11.12 08/31/2015 2.07 2.07
Dreyfus Research Growth Portfolio
A /NAV2 2.52 6.39 10.70 02/01/2005 1.62 1.62
A/MOP3 -2.35 1.33 10.70 02/01/2005 1.62 1.62
B2 6 2.46 6.18 10.42 02/01/2005 2.36 2.36
B w/CDSC4 6 -2.54 1.18 10.42 02/01/2005 2.36 2.36
C2 2.47 6.18 10.42 02/01/2005 2.37 2.37
C w/CDSC5 1.47 5.18 10.42 02/01/2005 2.37 2.37
Value Portfolio
A /NAV2 0.36 2.44 4.42 02/01/2005 0.96 0.96
A/MOP3 -4.41 -2.42 4.42 02/01/2005 0.96 0.96
B2 6 0.29 2.26 4.16 02/01/2005 1.72 1.72
B w/CDSC4 6 -4.71 -2.74 4.16 02/01/2005 1.72 1.72
C2 0.30 2.27 4.17 02/01/2005 1.71 1.71
C w/CDSC5 -0.70 1.27 4.17 02/01/2005 1.71 1.71
Monetta Young Investor Portfolio
A /NAV2 1.41 5.33 7.83 08/31/2015 1.68 1.68
A/MOP3 -3.41 0.33 7.83 08/31/2015 1.68 1.68
C2 1.38 5.12 7.55 08/31/2015 2.43 2.43
C w/CDSC5 0.38 4.12 7.55 08/31/2015 2.43 2.43
Main Street Portfolio
A /NAV2 1.22 5.32 7.03 05/13/2013 0.95 0.95
A/MOP3 -3.59 0.32 7.03 05/13/2013 0.95 0.95
B2 6 1.17 5.11 6.76 08/14/2015 1.70 1.70
B w/CDSC4 6 -3.84 0.11 6.76 08/14/2015 1.70 1.70
C2 1.12 5.12 6.72 05/13/2013 1.70 1.70
C w/CDSC5 0.12 4.12 6.72 05/13/2013 1.70 1.70
Capital Income Portfolio
A /NAV2 0.65 2.34 2.83 08/31/2015 1.03 1.03
A/MOP3 -4.14 -2.52 2.83 08/31/2015 1.03 1.03
C2 0.65 2.16 2.55 08/31/2015 1.78 1.78
C w/CDSC5 -0.35 1.16 2.55 08/31/2015 1.78 1.78
MainStay High Yield Corporate Bond Portfolio
A /NAV2 1.06 1.69 3.06 08/31/2015 1.16 1.16
A/MOP3 -3.74 -3.15 3.06 08/31/2015 1.16 1.16
C2 0.92 1.43 2.82 08/31/2015 1.91 1.91
C w/CDSC5 -0.08 0.43 2.82 08/31/2015 1.91 1.91
Global Strategic Income Portfolio
A /NAV2 0.84 2.01 2.84 02/01/2005 1.02 1.02
A/MOP3 -3.95 -2.84 2.84 02/01/2005 1.02 1.02
B2 6 0.78 1.79 2.57 02/01/2005 1.77 1.77
B w/CDSC4 6 -4.23 -3.21 2.57 02/01/2005 1.77 1.77
C2 0.78 1.82 2.57 02/01/2005 1.77 1.77
C w/CDSC5 -0.23 0.82 2.57 02/01/2005 1.77 1.77
International Bond Portfolio
A /NAV2 1.17 3.39 4.75 05/13/2013 1.02 1.02
A/MOP3 -3.64 -1.52 4.75 05/13/2013 1.02 1.02
C2 1.09 3.25 4.53 05/13/2013 1.77 1.77
C w/CDSC5 0.09 2.25 4.53 05/13/2013 1.77 1.77
Senior Floating Rate Portfolio
A /NAV2 0.17 0.97 1.41 05/13/2013 1.21 1.21
A/MOP3 -4.58 -3.83 1.41 05/13/2013 1.21 1.21
C2 0.09 0.72 1.09 05/13/2013 1.96 1.96
C w/CDSC5 -0.91 -0.28 1.09 05/13/2013 1.96 1.96
American Century Diversified Bond Portfolio
A /NAV2 0.77 1.27 1.44 02/01/2005 1.15 1.15
A/MOP3 -4.02 -3.54 1.44 02/01/2005 1.15 1.15
B2 6 0.68 1.05 1.17 02/01/2005 1.90 1.90
B w/CDSC4 6 -4.32 -3.95 1.17 02/01/2005 1.90 1.90
C2 0.67 1.05 1.17 02/01/2005 1.90 1.90
C w/CDSC5 -0.33 0.05 1.17 02/01/2005 1.90 1.90
Limited Term Bond Portfolio
A /NAV2 0.39 0.79 1.18 08/31/2015 0.91 0.91
A/MOP3 -4.38 -4.00 1.18 08/31/2015 0.91 0.91
C2 0.30 0.59 0.89 08/31/2015 1.66 1.66
C w/CDSC5 -0.71 -0.41 0.89 08/31/2015 1.66 1.66
Limited Term Government Portfolio
A /NAV2 0.00 0.20 0.29 05/13/2013 0.92 0.92
A/MOP3 -4.75 -4.56 0.29 05/13/2013 0.92 0.92
C2 0.00 0.10 0.10 05/13/2013 1.67 1.67
C w/CDSC5 -1.00 -0.90 0.10 05/13/2013 1.67 1.67
Institutional Money Market Portfolio
A /NAV2 0.04 0.09 0.13 02/01/2005 0.36 0.36
A/MOP3 0.04 0.09 0.13 02/01/2005 0.36 0.36
B2 6 0.04 0.09 0.09 04/21/2008 0.35 0.35
B w/CDSC4 6 0.04 0.09 0.09 04/21/2008 0.35 0.35
C2 0.05 0.09 0.09 02/01/2005 0.36 0.36
C w/CDSC5 0.05 0.09 0.09 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 4.75% sales charge applied to the portfolio's NAV at the beginning of the investment period.
4. B Unit w/CDSC (Contingent Deferred Sales Charge) reported performance is load adjusted by applying the maximum 5% sales charge to the lesser of the portfolio's beginning or ending NAV for the calculated period. B Units will convert to A Units after six years.
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. On October 28, 2011, the Plan stopped offering B Units. Any Contributions for Class B Units received by the Program Manager after October 28, 2011 are automatically directed to Class A Units. Account Owners are permitted to remain invested in Class B Units that were purchased prior to October 28, 2011 until such time as Class B Units convert to Class A Units as described in the Plan Description.
7. 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 March 31, 2014.
8. 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.
9. 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.

* These "year to date" returns are cumulative, not annualized, are as of: 04/28/2017, and do not reflect sales charges (no matter which sort option is selected). These returns would be lower if sales charges were taken into consideration. Short-term returns may not be indicative of longer term performance, which should also be considered when making investment decisions.

** 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 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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