Total Available Funds: | 8 |
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Total Available Funds: | 8 |
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Total Available Funds: | 8 |
- 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 | |||||||||||||||||||||||||||||||||||||||||||||
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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 | 4.6% | 13.2% | 2.7% | 7.3% | 4.9% | 7.2% | |
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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 to Create Model Portfolio | |||||||
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** 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.
The New Mexico 529 plan is sponsored by OppenheimerFunds Inc. It provides three ways to invest: Age-based Portfolios, individual fund Portfolios and Custom Choice Portfolios. 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 risks. When interest rates rise, bond prices generally fall, and the underlying Fund's share price can fall. Diversification does not guarantee a profit or protect against loss. MyPlanIQ.com provides asset allocation strategies for individual fund Portfolios 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.
Asset Class Portfolio Name Invest in
Large Cap Large Cap Growth Portfolio Oppenheimer Capital Appreciation Fund
Large Cap Value Portfolio Oppenheimer Value Fund
Large Cap Core Portfolio MainStay MAP Fund
Small Cap Small Cap Core Portfolio Oppenheimer Main Street Small Cap Fund®
International International Equity Portfolio OFIPI Baring International
Diversified Diversified Income Portfolio Oppenheimer Global Strategic Income Fund
Intermediate-Term Intermediate-Term Bond Portfolio American Century Diversified Bond Fund
Short Term Short Term Yield Portfolio Oppenheimer Institutional Money Market Fund
For further information, please visit the official website or the Plan File.