Oklahoma College Savings Plan - Portfolio 2042 Fund (FOJAX)

Fund Assets	n/a
Expense Ratio	n/a
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	20.55
YTD Return	18.05%
1-Year Return	25.38%
5-Year Return	n/a
52-Week Low	16.31
52-Week High	20.60
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FOJAX

Oklahoma Dream 529 Portfolio 2042 Class A is an age-based, advisor-sold investment portfolio designed to help families save for future higher education expenses. As part of the Oklahoma Dream 529 Plan, this portfolio is managed by Fidelity Investments and is specifically tailored for beneficiaries anticipated to begin college around the year 2042, typically newborns or very young children. The portfolio invests in a mix of underlying Fidelity mutual funds, initially emphasizing a high allocation to equities to maximize long-term growth potential. Over time, its asset allocation gradually shifts toward more conservative investments, such as fixed income and stable value assets, as the target enrollment date approaches. This automatic adjustment aims to balance growth and capital preservation according to the beneficiary’s age. Oklahoma Dream 529 Portfolio 2042 Class A allows parents and guardians to benefit from tax-advantaged savings, including potential Oklahoma state tax deductions, while offering flexibility in managing education costs. The plan is notable for its diverse investment options and gradual risk reduction, supporting a disciplined approach to saving for college and other qualified educational expenses.

• Ticker Symbol: FOJAX

Performance

FOJAX had a total return of 25.38% in the past year, including dividends. Since the fund's inception, the average annual return has been 24.30%.

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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