Oklahoma 529 College Savings Plan

Investment Performance

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Click here to review the Investment Performance.

The performance tables show each Investment Option’s returns over the specified time periods.  Performance is calculated from the day on which funds were first invested in an Age Band or Investment Option after it was made available (the "Inception Date").  The performance tables below help illustrate some of the risks of investing Account assets in each Age Band or Investment Option and how investment performance may vary.

As of July 19, 2006, OCSP has added three new investment options: Diversified Equity Option, the Balanced Option, and the Fixed Income Option.  We will provide investment performance for the new options as that performance becomes available over time.

The tables set forth under "Managed Allocation Option" and the "Additional Investment Options" show how the returns of each Age Band and the 100% Equity Option compare to a customized index benchmark ("Blended Index").  The Blended Index used for each Age Band and the 100% Equity Option is a customized index combining the Fund benchmarks for each of the Mutual Funds held in that Age Band or Investment Option during the relevant time period weighted according to the allocations of those Mutual Funds and adjusted to reflect any changes in the allocations and the benchmarks during the relevant time period.  The Blended Indexes are unmanaged and do not reflect deductions of fees or expenses.  The Additional Investment Options table also includes past investment performance information for the Guaranteed Option.   

For more information about each Investment Option, please refer to the OCSP Investment Options overview for the underlying investments.

To obtain a copy of investment performance information regarding the closed Age Bands of the Managed Allocation Option, please call toll free 1-888-799-2438.

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For informative articles on planning and investing, visit our Parent Resources section.

Use our tools to calculate how much you need to save.

Consultants are available 7:00 am to 7:00 pm Central Time, Monday through Friday, to answer your questions. Call us toll-free at:

1-877-654-7284

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The tax information contained on the OCSP Web site is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. It was written to support the promotion of the products and services addressed in the Web site. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.

The Oklahoma College Savings Plan (OCSP) is administered by the Board of Trustees of the Oklahoma College Savings Plan. TIAA-CREF Tuition Financing, Inc. (TFI) serves as Program Manager.

The investment approaches described are not recommendations and do not take into consideration personal goals or preferences. After evaluating information you consider important in making an investment choice, the ultimate decision is up to you. It is a good idea to revisit your investment strategy periodically as your goals, personal financial situation, and market conditions change.

Consider the investment objectives, risks, charges and expenses before investing in the Oklahoma College Savings Plan. Please call toll-free 1-877-654-7284 for a Disclosure Booklet containing this information. Read it carefully.

Before investing in a 529 plan, you should consider whether the state you or your designated beneficiary reside in or have taxable income in has a 529 plan that offers favorable state income tax or other benefits that are only available if you invest in that state's 529 plan.

The State of Oklahoma, its agencies, TIAA-CREF Tuition Financing, Inc., Teachers Insurance and Annuity Association of America and its affiliates do not insure any account or guarantee its principal or investment return. Account value will fluctuate based upon a number of factors, including general market conditions.

The OCSP Web site is for informational purposes only, and does not constitute an offer to sell or solicitation of an offer to buy any security that may be referenced on the site. Such offer or solicitation can be made only through the Disclosure Booklet.

The OCSP Web site contains links to other Web sites. Neither OCSP nor TIAA-CREF Tuition Financing, Inc. and its affiliates are responsible for the content of those other Web sites. The accuracy of information on those sites cannot be confirmed.

© 2010 TIAA-CREF Tuition Financing Inc.