Oregon 529 Savings Network Trust - MFS 529 Year Enroll 2043 Fund (ORHFX)

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	12.46
YTD Return	3.49%
1-Year Return	15.05%
5-Year Return	n/a
52-Week Low	9.50
52-Week High	12.54
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About ORHFX

The MFS 529 Year Enrollment 2043 Fund is an enrollment year mutual fund designed specifically for education savings within a 529 plan framework. Its primary function is to help families and individuals prepare for education expenses anticipated around the year 2043, using a diversified, age-based investment strategy. The fund’s asset allocation is automatically adjusted over time—starting with a greater emphasis on growth-oriented assets such as U.S. and international equities, and gradually shifting toward more conservative fixed-income investments and cash equivalents as the target enrollment year approaches. This “set it and forget it” approach seeks to align investment risk with the timeframe until funds are expected to be used, reducing the need for manual rebalancing by the account owner. The fund draws from a broad mix of underlying MFS mutual funds, and its design incorporates periodic rebalancing to maintain intended risk levels. As part of the Oregon-sponsored MFS 529 Savings Plan, the fund plays a significant role in supporting long-term education planning, offering a turnkey solution structured to address the evolving risk profile as a beneficiary nears college age.

• Stock Exchange: NASDAQ
• Ticker Symbol: ORHFX

Performance

ORHFX had a total return of 15.05% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.50%.