Oregon College Savings Plan

Multi-Fund Portfolio Options

Want investment portfolios with more choices when it comes to diversity and risk? If so, Multi-Fund investments are worth a closer look.

Some investors want added control over their portfolio’s diversification and investment strategy. If you’re one of those people, the Multi-Fund Portfolio Options available through the Oregon College Savings Plan might be the investment type for you.

With the MultiFund investments, you can select from a range of investment types suitable for a variety of risk profiles and asset allocation blends. Choices may include options such as international investments, which are investments made entirely outside the US and balanced funds, which try to provide a mix of both safety and modest returns.

Most investment portfolios or options also include index and actively managed choices. Index funds are designed to track a benchmark index. Active management, by contrast, is managed by a person using research, forecasts, and their own experience to make investment decisions.

No matter which option(s) you choose, it’s important to note that once you’ve selected an investment, the funds will remain there until you select another.


How Multi-Fund Portfolios Work

These investment portfolios seek to provide options for people who prefer to select an investment portfolio for its asset allocation. Each multi-fund investment portfolio has a different investment objective and investment strategy.

The allocations to the underlying mutual funds in the multi-fund investment portfolios do not change automatically as the beneficiary ages as they do in the age-based portfolios. Investments will remain in the multi-fund investment portfolios until the account owner instructs the Plan to move them to another investment portfolio. The Board may change the asset allocations and underlying mutual funds for these investment portfolios (as well as for the other investment portfolios) at any time.

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Multi-Fund Portfolio Options
Multi-Fund Investment Portfolios
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AGGRESSIVE
PORTFOLIO

(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks a favorable long-term return.
Investment Strategy. This Investment Portfolio invests in the same mutual funds and at the same percentages as the Age-Based Portfolio age band for Beneficiaries aged 0-4 years. This Investment Portfolio invests primarily in mutual funds that invest primarily in equity securities.

80.00%Equities
20.00%Fixed Income
  0.00%Money Market
+ X

MODERATE
PORTFOLIO

(Risk Level — Moderate to Aggressive)

Investment Objective. This Investment Portfolio seeks moderate growth.
Investment Strategy. This Investment Portfolio invests in the same mutual funds and at the same percentages as the Age-Based Portfolio age band for Beneficiaries aged 9-10 years.
60.00%Equities
40.00%Fixed Income
  0.00%Money Market
+ X

CONSERVATIVE
PORTFOLIO

(Risk Level — Conservative to Moderate)

Investment Objective. This Investment Portfolio seeks a conservative to moderate total return.
Investment Strategy. This Investment Portfolio invests in the same mutual funds and at the same percentages as the Age-Based Portfolio age band for 16 year-old Beneficiaries. This Investment Portfolio invests primarily in mutual funds that invest primarily in debt securities.

20.00%Equities
80.00%Fixed Income
  0.00%Money Market
+ X

DIVERSIFIED
U.S. EQUITY

(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return by investing in a combination of index, quantitative and actively-managed U.S. equity mutual funds.

Investment Strategy. This Investment Portfolio invests 100% of its assets in mutual funds that invest primarily in equity securities.

100.00%Equities
    0.00%Fixed Income
    0.00%Money Market
+ X

DIVERSIFIED
INTERNATIONAL EQUITY

(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return by investing in a combination of index and actively-managed international equity mutual funds.

Investment Strategy. This Investment Portfolio invests 100% of its assets in mutual funds that invest primarily in equity securities of non-U.S. issuers.

100.00%Equities
    0.00%Fixed Income
    0.00%Money Market
+ X

DIVERSIFIED
INFLATION PROTECTION

(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks a long-term rate of return that outpaces inflation.

Investment Strategy. This Investment Portfolio invests in four different mutual funds.

    0.00%Equities
100.00%Fixed Income
    0.00%Money Market
+ X

DIVERSIFIED
FIXED INCOME

(Risk Level — Moderate)

Investment Objective. This Investment Portfolio seeks to provide a moderate long-term rate of return primarily through current income.

Investment Strategy. This Investment Portfolio invests 100% of its assets in mutual funds that invest primarily in fixed income instruments.

    0.00%Equities
100.00%Fixed Income
    0.00%Money Market
+ X

BALANCED INDEX

(Risk Level — Moderate to Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable return that reflects the broad investment performance of the financial markets.

Investment Strategy. This Investment Portfolio invests 100% of its assets in “index funds,” meaning that the funds attempt to track a benchmark index.

60.00%Equities
40.00%Fixed Income
  0.00%Money Market
+ X

Multi-Fund Investment Portfolios


Multi-Fund Investment Portfolios
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
AGGRESSIVE
PORTFOLIO
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks a favorable long-term return.
Investment Strategy. This Investment Portfolio invests in the same mutual funds and at the same percentages as the Age-Based Portfolio age band for Beneficiaries aged 0-4 years. This Investment Portfolio invests primarily in mutual funds that invest primarily in equity securities.

80.00%Equities
20.00%Fixed Income
  0.00%Money Market
Read More X

View Underlying Mutual Funds

MODERATE
PORTFOLIO
(Risk Level — Moderate to Aggressive)

Investment Objective. This Investment Portfolio seeks moderate growth.
Investment Strategy. This Investment Portfolio invests in the same mutual funds and at the same percentages as the Age-Based Portfolio age band for Beneficiaries aged 9-10 years.

60.00%Equities
40.00%Fixed Income
  0.00%Money Market
Read More X

View Underlying Mutual Funds

CONSERVATIVE
PORTFOLIO
(Risk Level — Conservative to Moderate)

Investment Objective. This Investment Portfolio seeks a conservative to moderate total return.
Investment Strategy. This Investment Portfolio invests in the same mutual funds and at the same percentages as the Age-Based Portfolio age band for 16 year-old Beneficiaries. This Investment Portfolio invests primarily in mutual funds that invest primarily in debt securities.

20.00%Equities
80.00%Fixed Income
  0.00%Money Market
Read More X

View Underlying Mutual Funds

DIVERSIFIED
U.S. EQUITY
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return by investing in a combination of index, quantitative and actively-managed U.S. equity mutual funds.

Investment Strategy. This Investment Portfolio invests 100% of its assets in mutual funds that invest primarily in equity securities.

100.00%Equities
    0.00%Fixed Income
    0.00%Money Market
Read More X

View Underlying Mutual Funds

DIVERSIFIED
INTERNATIONAL EQUITY
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return by investing in a combination of index and actively-managed international equity mutual funds.

Investment Strategy. This Investment Portfolio invests 100% of its assets in mutual funds that invest primarily in equity securities of non-U.S. issuers.

100.00%Equities
    0.00%Fixed Income
    0.00%Money Market
Read More X

View Underlying Mutual Funds

DIVERSIFIED
INFLATION PROTECTION
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks a long-term rate of return that outpaces inflation.    

Investment Strategy. This Investment Portfolio invests in four different mutual funds.

    0.00%Equities
100.00%Fixed Income
    0.00%Money Market
Read More X

View Underlying Mutual Funds

DIVERSIFIED
FIXED INCOME
(Risk Level — Moderate)

Investment Objective. This Investment Portfolio seeks to provide a moderate long-term rate of return primarily through current income.

Investment Strategy. This Investment Portfolio invests 100% of its assets in mutual funds that invest primarily in fixed income instruments.

    0.00%Equities
100.00%Fixed Income
    0.00%Money Market
Read More X

View Underlying Mutual Funds

BALANCED
INDEX
(Risk Level — Moderate to Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable return that reflects the broad investment performance of the financial markets.

Investment Strategy. This Investment Portfolio invests 100% of its assets in “index funds,” meaning that the funds attempt to track a benchmark index.

60.00%Equities
40.00%Fixed Income
  0.00%Money Market
Read More X

View Underlying Mutual Funds

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