Investment Options

Age Based Track

Invests all assets in a combination of equities and alternatives to seek long term capital appreciation.
Portfolio 100

Portfolio 100

Age Based Track

Invests in a combination of equity, alternative, and fixed income investments to seek an objective of capital appreciation and income
Portfolio 90

Portfolio 90

Age Based Track

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.
Portfolio 80

Portfolio 80

Age Based Track

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
Portfolio 70

Portfolio 70

Age Based Track

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.
Portfolio 60

Portfolio 60

Age Based Track

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.
Portfolio 50

Portfolio 50

Age Based Track

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.
Portfolio 40

Portfolio 40

Age Based Track

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.
Portfolio 30

Portfolio 30

Age Based Track

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.
Portfolio 20

Portfolio 20

Age Based Track

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.
Portfolio 10

Portfolio 10

  • U.S. Equity
  • Low Volatility
  • Global and International Equity
  • Real Estate
  • MLP
  • U.S. Fixed Income
  • Oppenheimer Institutional Government Money Market 1

Age Based

This approach contains an age based track. This option allows you to more closely your college savings goals with your risk tolerance and return expectations.


Ages 0-2: Invests all assets in a combination of equities and alternatives to seek long term capital appreciation.

Ages 3-4: Invests in a combination of equity, alternative, and fixed income investments to seek an objective of capital appreciation and income.

Ages 5-6: 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.

Ages 7-8: 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.

Ages 9-10: 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.

Ages 11-12: 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.

Ages 13-14: 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.

Ages 15-16: 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.

Ages 17-18: 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.

Ages 19+: 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.


Select An Age Range to View the Related Portfolio

1Prior 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.

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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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