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.