Oklahoma 529 College Savings Plan (OCSP)

Rated Best in Class 529 Plan by Morningstar!

The independent analysts at Morningstar carefully reviewed the 529 investment universe.

They assessed each plan’s expenses and investment process, as well as the people and company that operate the plan.

And based on their analysis, they awarded the Oklahoma 529 College Savings Plan a coveted “Best in Class” rating.

So if you are looking to make the most of your family’s college saving, the choice is really clear—go with a winner: The Oklahoma 529 College Savings Plan.

“Oklahoma residents should look no further for their best option to save and grow their college savings. The state’s generous tax deduction of up to $20,000 annually for couples filing jointly is too good to pass up.” —Morningstar, October 2020

In an annual review (10/27/2020) of the largest 529 college savings plans (61 total), Morningstar identified 35 plans that rose above their typical peers, awarding those plans Gold, Silver, and Bronze Morningstar Analyst Ratings for 2020. These plans offer investment options that Morningstar expects will collectively outperform and exhibit some combination of the following attractive features across four key pillars: a well-researched asset-allocation approach, a robust process for selecting underlying investments, an appropriate set of options to meet investor needs, strong oversight from the state and investment manager, and low fees. The four key pillars used by Morningstar to evaluate college savings plans include – Process, People, Parent, and Price. For more information about Morningstar’s overview of the Oklahoma 529 College Savings Plan, go to Morningstar.com. Past performance does not predict future results. Source: Morningstar.com. A Morningstar Analyst Rating for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions.

Get started today.

Open your account with as little as $25 dollars.

Get more information on OCSP sent directly to your email.

Get more information on OCSP sent directly to your email.

Get started today.

Open your account with as little as $25 dollars.