MyPlanIQ 401k Investor The MFS Oregon 529 Savings Plan

The MFS Oregon 529 Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH EAIDX MFS New Discovery Fund
Foreign Large Blend MDIEX MFS International DiversificationSM Fund
FOREIGN SMALL/MID GROWTH EAIDX MFS International New Discovery Fund
Others
Moderate Allocation EAMDX MFS Moderate Allocation Fund
Conservative Allocation ECLAX MFS Conservative Allocation Fund
ROOT CASH MFS Cash Reserve Fund
FIXED INCOME
High Yield Bond EAHIX MFS High Income Fund
Intermediate-Term Bond EARBX MFS Research Bond Fund
Short-Term Bond EALMX MFS Limited Maturity Fund
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH EAIDX MFS New Discovery Fund
Foreign Large Blend MDIEX MFS International DiversificationSM Fund
FOREIGN SMALL/MID GROWTH EAIDX MFS International New Discovery Fund
Foreign Large Blend EARSX MFS Research International Fund
Others
Moderate Allocation EAMDX MFS Moderate Allocation Fund
Conservative Allocation ECLAX MFS Conservative Allocation Fund
ROOT CASH MFS Cash Reserve Fund
Moderate Allocation EATRX MFS Total Return Fund
FIXED INCOME
High Yield Bond EAHIX MFS High Income Fund
Intermediate-Term Bond EARBX MFS Research Bond Fund
Short-Term Bond EALMX MFS Limited Maturity Fund
US EQUITY
LARGE GROWTH EAGTX MFS Aggressive Growth Allocation Fund
LARGE BLEND EAGWX MFS Growth Allocation Fund
Mid-Cap Growth EAMCX MFS Mid Cap Growth Fund
LARGE GROWTH EISTX Massachusetts Investors Growth Stock Fund
LARGE BLEND EAMTX Massachusetts Investors Trust
MID-CAP VALUE EACVX MFS Mid Cap Value Fund
LARGE VALUE EAVLX MFS Value Fund
Total Available Funds: 18
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH EAIDX MFS New Discovery Fund 0% 1 60 0 2.03% 4.79%
Foreign Large Blend MDIEX MFS International DiversificationSM Fund 0% 1 60 0 1.4% 1.58%
FOREIGN SMALL/MID GROWTH EAIDX MFS International New Discovery Fund 0% 1 60 0 2.03% 4.79%
Foreign Large Blend EARSX MFS Research International Fund 0% 1 60 0 0.75% 1.11%
Others
Moderate Allocation EAMDX MFS Moderate Allocation Fund 0% 1 60 0 0.65% 5.27%
Conservative Allocation ECLAX MFS Conservative Allocation Fund 0% 1 60 0 0.83% 3.36%
ROOT CASH MFS Cash Reserve Fund 0% 1 60 0 NA 2.61%
Moderate Allocation EATRX MFS Total Return Fund 0% 1 60 0 0.39% 7.6%
FIXED INCOME
High Yield Bond EAHIX MFS High Income Fund 0% 1 60 0 0.5% 3.57%
Intermediate-Term Bond EARBX MFS Research Bond Fund 0% 1 60 0 0.45% 2.68%
Short-Term Bond EALMX MFS Limited Maturity Fund 0% 1 60 0 1.42% 0.85%
US EQUITY
LARGE GROWTH EAGTX MFS Aggressive Growth Allocation Fund 0% 1 60 0 1.75% 6.64%
LARGE BLEND EAGWX MFS Growth Allocation Fund 0% 1 60 0 0.69% 6.95%
Mid-Cap Growth EAMCX MFS Mid Cap Growth Fund 0% 1 60 0 0.78% 3.83%
LARGE GROWTH EISTX Massachusetts Investors Growth Stock Fund 0% 1 60 0 0.71% 8.93%
LARGE BLEND EAMTX Massachusetts Investors Trust 0% 1 60 0 0.95% 7.69%
MID-CAP VALUE EACVX MFS Mid Cap Value Fund 0% 1 60 0 0.74% 6.04%
LARGE VALUE EAVLX MFS Value Fund 0% 1 60 0 0.8% 3.02%
Average Expense Ratio: 0.93%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -8.8% -7.0% 5.5% 5.8% 5.7% 5.3%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -11.7% -8.6% 4.4% 5.9% 6.9% 5.7%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -7.9% -6.1% 3.2% 2.9% 3.0% 4.2%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 4.3% 3.1% 7.7% 5.2% 6.6%

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 18 funds. It covers 3 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

The MFS Oregon 529 Savings Plan is a traditional 529 plan that allows you to invest money today and reap tax benefits when you withdraw it to pay for qualified education expenses. MFS® 529 Savings Plan was designed to offer you and your clients more investment choice, pricing options, and quality service. Plus, you get the global asset management expertise of MFS Investment Management.® With the custom portfolio option, the assets in your 529 Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the third-way investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan custom portfolios below.

MFS Total Return Fund
MFS Value Fund
MFS Mid Cap Value Fund
Massachusetts Investors Trust
Massachusetts Investors Growth Stock Fund
MFS Research International Fund
MFS Mid Cap Growth FundMFS® New Discovery Fund
MFS International New Discovery Fund
MFS International DiversificationSM Fund
MFS Limited Maturity Fund
MFS Research Bond Fund
MFS High Income Fund
MFS Cash Reserve Fund
MFS Conservative Allocation Fund
MFS Moderate Allocation Fund
MFS Growth Allocation Fund
MFS Aggressive Growth Allocation Fund

For further information, please visit the MFS 529 Savings Plan official website.



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