Oregon College Savings Plan

Single-Fund Portfolio Options

You may want to consider this portfolio if you’re looking to take a more focused approach to investing.

Sometimes, you might want investment portfolios that are highly focused. Maybe you’re looking to choose socially responsible investments, so you want a fixed class that reflects your values. Perhaps you want to choose investment types that give you more control over the underlying funds.

Single-fund options may offer a range of investment types suitable for a variety of risk profiles. Some investment portfolios or options 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.

Whatever your choice, the Single-Fund Portfolio Option might be an investment path you wish to explore.


How Single-Fund Portfolio Options Work

These investment portfolios are each invested solely in shares of a single Underlying Fund. For those investment portfolios invested in an Underlying Fund, their performance is entirely reliant on the performance of that Underlying Fund and may be more volatile than the age-based investment portfolios or the multi-fund investment portfolios. You should be aware that participants do not own shares of the underlying funds directly. Each of the single fund investment portfolios is described in more detail below.

Single-Fund Portfolio Options
Single-Fund Investment Portfolios
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U.S. EQUITY INDEX

(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, mainly from capital appreciation.

Investment Strategy. This Investment Portfolio invests 100% of its assets in an “index fund,” meaning that the mutual fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF Equity Index Fund.

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INTERNATIONAL EQUITY INDEX

(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide favorable long-term growth, mainly from capital appreciation.

Investment Strategy. This Investment Portfolio invests 100% of its assets in an “index fund,” meaning that the mutual fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is: Vanguard Total International Stock Index Fund. + X

SOCIAL CHOICE

(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return.

Investment Strategy. This Investment Portfolio invests 100% of its assets in one mutual fund that invests primarily in equity securities. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF Social Choice Equity Fund.

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FIXED INCOME
INDEX

(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 an “index fund,” meaning that the fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF Bond Index Fund.

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MONEY MARKET

(Risk Level — Conservative)

Investment Objective. This Investment Portfolio seeks to provide current income consistent with preservation of capital.

Investment Strategy. This Investment Portfolio invests 100% of its assets in a money market mutual fund. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF Money Market Fund.

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Single-Fund Portfolio Options


Single-Fund Portfolio Options
PORTFOLIO NAME ALLOCATION PORTFOLIO OBJECTIVE
U.S. EQUITY INDEX
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return, mainly from capital appreciation.

Investment Strategy. This Investment Portfolio invests 100% of its assets in an “index fund,” meaning that the mutual fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF Equity Index Fund.

Read More X
INTERNATIONAL
EQUITY INDEX
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide favorable long-term growth, mainly from capital appreciation.

Investment Strategy. This Investment Portfolio invests 100% of its assets in an “index fund,” meaning that the mutual fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is: Vanguard Total International Stock Index Fund.

Read More X
SOCIAL CHOICE
(Risk Level — Aggressive)

Investment Objective. This Investment Portfolio seeks to provide a favorable long-term total return.

Investment Strategy. This Investment Portfolio invests 100% of its assets in one mutual fund that invests primarily in equity securities. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF Social Choice Equity Fund.

Read More X
FIXED INCOME INDEX
(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 an “index fund,” meaning that the fund attempts to track a benchmark index. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF Bond Index Fund.

Read More X
MONEY MARKET
(Risk Level — Conservative)

Investment Objective. This Investment Portfolio seeks to provide current income consistent with preservation of capital.

Investment Strategy. This Investment Portfolio invests 100% of its assets in a money market mutual fund. The mutual fund in which this Investment Portfolio is invested is: TIAA-CREF Money Market Fund.

Read More X

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