OVERVIEW | AGE-BASED | SELECT FUND

Strength of a Multi-Manager Program
A carefully assembled line-up featuring funds from some of the country's largest and most respected investment management firms, the OklahomaDream 529 Plan's robust investment menu features 22 mutual fund portfolios from 9 leading money managers.

Investment Choice and Flexibility
OklahomaDream 529 offers a range of investment options, providing you with the flexibility to build an investment program that really works:

Six age-based portfolios with the option to:

  1. Automatically reallocate assets based on the child's age or;
  2. Remain fixed in the allocation you initially choose when opening the account until you elect to change the allocation range.

Fourteen Select Fund portfolios allow you to invest in specific individual funds and construct a unique asset allocation plan.

Age-Based Investment Portfolios:

  • Aggressive Growth (Ages 0-3)
  • Growth (Ages 4-7)
  • Growth & Income (Ages 8-11)
  • Balanced (Ages 12-14)
  • Income (Ages 15-17)
  • Capital Preservation (Ages 18+)

Select Fund (individual-fund) Portfolios
(which invest in the following underlying funds):

  • PIMCO All Asset Fund
  • PIMCO Money Market Fund
  • PIMCO Real Return Fund
  • PIMCO Short Term Fund
  • PIMCO Total Return Fund
  • Allianz NFJ Dividend Value Fund
  • Allianz NFJ International Value Fund
  • Allianz NFJ Small Cap Value Fund
  • Allianz OCC Growth Fund
  • Allianz Global Investors Solutions Core Allocation Fund
  • TIAA-CREF International Equity Index Fund
  • TIAA-CREF Mid-Cap Value Fund
  • TIAA-CREF Small-Cap Blend Index Fund
  • TIAA-CREF S&P 500 Index Fund

 

Before investing, you should consider whether your state of residency, or your intended beneficiary's state of residency, offers a state tax deduction or any other benefits that are only available for investments in that state's 529 savings program.

An investor should consider the investment objectives, risks and charges and expenses of the OklahomaDream 529 Plan before investing. This and other important information is in the Plan Disclosure Statement, which should be read carefully before investing, and which is available from your financial advisor or on this website.

Not FDIC Insured | May Lose Value | No Bank Guarantee

The OklahomaDream 529 Plan is a Section 529 college savings plan sponsored by the State of Oklahoma, is managed by TIAA-CREF Tuition Financing, Inc., and managed and distributed by Allianz Global Distributors LLC., 1345 Avenue of the Americas, New York, NY 10105-4800, 1-877-529-9299.