Investment Options

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.

View Underlying Investments & Target Asset Allocations

Age Based Portfolios

The Age Based portfolios make investment decisions easier by placing you in a portfolio based on the beneficiary's age. With this option, your assets automatically shift to a more conservative portfolio as the child nears college age.

Portfolio Allocation  

 Portfolio Objective

Advisor
Age Based
0
-6 Years Portfolio

Seeks long-term growth by investing primarily in equity funds. A percentage of assets are invested in fixed income funds to provide some protection from equity volatility.

Advisor Age Based 0-6 Years Portfolio

Advisor
Age Based
7
-9 Years Portfolio

Seeks growth by investing in an allocation weighted toward equity investments versus fixed income investments.

Advisor Age Based 7-9 Years Portfolio

Advisor
Age Based
10
-11 Years Portfolio

Seeks moderate growth by investing in a balanced asset allocation slightly weighted toward equity investments over fixed income investments.

Advisor Age Based 10-11 Years Portfolio

Advisor
Age Based
12
-14 Years Portfolio

Seeks moderate growth by investing in a balanced asset allocation weighted equally between equity investments and fixed income investments.

Advisor Age Based 12-14 Years Portfolio

Advisor
Age Based
15
-17 Years Portfolio

Seeks conservative growth by investing in an asset allocation weighted toward fixed income investments over equity investments.

Advisor Age Based 15-17 Years Portfolio

Advisor
Age Based
18+ Years Portfolio

Seeks preservation of capital with minimal growth by investing primarily in fixed income investments to maintain stability.

Advisor Age Based 18 Years Portfolio

age based portfolio key

 

Choice Based Portfolios

Choice Based Portfolios feature the flexibility to choose from among several investment options that may align with your tolerance for risk, your time horizon and other factors.

Portfolio Allocation

Portfolio Objective

Advisor
Equity
Portfolio

Seeks long-term capital appreciation by investing all of its assets in equity investments.

Advisor Equity Portfolio

Advisor
Balanced
Portfolio

Seeks moderate growth by investing in a balanced asset allocation weighted equally between equity investments and fixed income investments.

Advisor Balanced Portfolio

Advisor
Fixed Income
Portfolio

Seeks current income by investing primarily in investment-grade bonds and U.S. Government securities.

Advisor Fixed Income Portfolio

Advisor
Conservative
Fixed
Income
Portfolio

Seeks total return by investing primarily in short-term government securities.

Advisor Conservative Fixed Income Portfolio

Money
Market
Portfolio

Seeks preservation of capital by investing all of its assets in a money market mutual fund.

Money Market Portfolio

static portfolio key

By clicking on the links above, you may be leaving our website and entering an external website. OppenheimerFunds and its affiliates is not responsible for the content posted on third party websites.