MyPlanIQ 401k Investor New Mexico OppenheimerFunds Inc Scholar Edge

New Mexico OppenheimerFunds Inc Scholar Edge

This Plan is unrated.
Investment Options
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend OIDAX International Equity Portfolio
Others
ROOT CASH Short Term Yield Portfolio
FIXED INCOME
Intermediate-Term Bond ADFAX Intermediate-Term Bond Portfolio
Multisector Bond OPSIX Diversified Income Portfolio
US EQUITY
LARGE BLEND MUBFX Large Cap Core Portfolio
LARGE VALUE CGRWX Large Cap Value Portfolio
SMALL BLEND OPMSX Small Cap Core Portfolio
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend OIDAX International Equity Portfolio
Others
ROOT CASH Short Term Yield Portfolio
FIXED INCOME
Intermediate-Term Bond ADFAX Intermediate-Term Bond Portfolio
Multisector Bond OPSIX Diversified Income Portfolio
US EQUITY
LARGE BLEND MUBFX Large Cap Core Portfolio
LARGE VALUE CGRWX Large Cap Value Portfolio
SMALL BLEND OPMSX Small Cap Core Portfolio
LARGE GROWTH OPTFX Large Cap Growth Portfolio
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
INTERNATIONAL EQUITY
Foreign Large Blend OIDAX International Equity Portfolio 59% 1 60 0 1.46% 13.12%
Others
ROOT CASH Short Term Yield Portfolio 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond ADFAX Intermediate-Term Bond Portfolio 64% 1 60 0 0.39% 3.54%
Multisector Bond OPSIX Diversified Income Portfolio 54% 1 60 0 0.86% 4.89%
US EQUITY
LARGE BLEND MUBFX Large Cap Core Portfolio 83% 1 60 0 1.04% 1.56%
LARGE VALUE CGRWX Large Cap Value Portfolio 55% 1 60 0 0.58% 0.85%
SMALL BLEND OPMSX Small Cap Core Portfolio 43% 1 60 0 1.32% 0%
LARGE GROWTH OPTFX Large Cap Growth Portfolio 36% 1 60 0 0.63% 0%
Average Expense Ratio: 0.9%
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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 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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*     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 8 funds. It covers 3 major asset classes and 7 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

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.



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