Oklahoma College Savings Plan - Portfolio 2042 Fund (FOJPX)
| 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 | 18.10 |
| YTD Return | 4.26% |
| 1-Year Return | 19.71% |
| 5-Year Return | n/a |
| 52-Week Low | 12.85 |
| 52-Week High | 18.29 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FOJPX
The Oklahoma Dream 529 Age-Based Portfolio 2042 Class P is an investment portfolio specifically designed for educational savings within the Oklahoma Dream 529 Plan, a tax-advantaged college savings program sponsored by the State of Oklahoma and managed by Fidelity Investments. This portfolio falls under the age-based investment category, which automatically adjusts its asset allocation over time in alignment with the anticipated college enrollment year—2042 in this case—becoming gradually more conservative as the beneficiary nears college age. The underlying investments utilize a mix of mutual funds aimed at balancing growth during early years and capital preservation closer to the enrollment date. Investors benefit from Oklahoma state tax deductions on contributions, flexible use of funds for a broad array of qualified educational expenses, and an e-gifting platform for contributions from friends and family. This portfolio is part of a broader suite of age-based and static options within the plan, providing diversification for savers seeking to address rising education costs while navigating market fluctuations and volatility.
Performance
FOJPX had a total return of 19.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.06%.