Oklahoma 529 investment options

Here's where you will find performance data for Oklahoma 529's investment options.

Oklahoma 529 offers a variety of smart investment options to fit your life situation, risk tolerance and savings goals. These portfolios vary in investment strategy and degree of risk, allowing you to select a portfolio or combination of portfolios that fit your needs and savings goals.

To compare our Oklahoma 529 investment options, visit our Investment Comparison page . For more information on the investment objectives, risks, charges and expenses, read the Plan Description (PDF).

Yes. Each time you make a contribution, you may select from any of the Oklahoma 529 investment portfolio options. Once invested in a particular option, contributions and earnings may be transferred to another investment option twice per calendar year or upon transfer of funds to a plan account for a different eligible beneficiary (see the Plan Description for more information).

To transfer funds between options, log in to your account, click "View Details" for your beneficiary, then choose "Change Investment Options." You may also request and submit by mail the Change of Investment Form.

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Oklahoma 529 investment options

Official source

Here's where you will find performance data for Oklahoma 529's investment options.

Oklahoma 529 offers a variety of smart investment options to fit your life situation, risk tolerance and savings goals. These portfolios vary in investment strategy and degree of risk, allowing you to select a portfolio or combination of portfolios that fit your needs and savings goals.

To compare our Oklahoma 529 investment options, visit our Investment Comparison page . For more information on the investment objectives, risks, charges and expenses, read the Plan Description (PDF).

Yes. Each time you make a contribution, you may select from any of the Oklahoma 529 investment portfolio options. Once invested in a particular option, contributions and earnings may be transferred to another investment option twice per calendar year or upon transfer of funds to a plan account for a different eligible beneficiary (see the Plan Description for more information).

To transfer funds between options, log in to your account, click "View Details" for your beneficiary, then choose "Change Investment Options." You may also request and submit by mail the Change of Investment Form.