Investment Options

custom choice portfolio 100 graph custom choice portfolio 90 graph custom choice portfolio 80 graph custom choice portfolio 70 graph custom choice portfolio 60 graph custom choice portfolio 50 graph custom choice portfolio 40 graph custom choice portfolio 30 graph custom choice portfolio 20 graph custom choice portfolio 10 graph custom choice fixed income graph custom choice low duration fixed income graph custom choice capital preservation graph custom individual graph

Custom Choice Portfolios

This approach allows you and your financial advisor to design an investment strategy that is more tailored to your needs and your risk tolerance. You can mix and match any combination of available portfolios with any of the Individual Fund Portfolios.

Select Your Portfolio

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

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

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.

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.

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.

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.

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.

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.

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.

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.

Invests in a combination of primarily short term fixed income and money market investments to seek income with an emphasis on principal protection.

Invests in a combination of fixed income and money market investments to seek income.

Invests in a combination of 5-year investment contracts that each pay a rate of return, in combination with money market investments to seek a competitive rate of interest, which varies over time, along with stability of principal.


There is always the potential to lose money when you invest in securities. Each underlying investment has its own risks. For example, the prices of small-cap stocks are generally more volatile than large company stocks. There are special risks inherent to international investing, including currency, political, social and economic risks. Investments in growth stocks may be more volatile than other securities. With value investing, if the marketplace does not recognize that a security is undervalued, the expected price increase may not occur.

Fixed income investing entails credit and interest rate risks. When interest rates rise, bond prices generally fall, and the underlying investment's or account's value can fall. Diversification does not guarantee a profit or protect against loss.

Derivative instruments, investments whose values depend on the performance of an underlying security or asset, interest rate, index or currency, entail potentially higher volatility and risk of loss compared to traditional stock or bond investments.

1 Prior to June 29, 2018, the Fund was named Oppenheimer Global Value Fund.

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

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.

oppenheimer logo

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.

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