MFS 529 Plan Year Enrollment 2043

The MFS 529 Plan Year Enrollment 2043 is a college savings investment portfolio specifically designed to help individuals and families save for higher education expenses with a target enrollment year of 2043. As part of the MFS 529 Savings Plan, this asset uses a "set it and forget it" approach, similar to target date retirement funds, where the investment mix automatically shifts from higher-growth assets like equities to more conservative holdings such as bonds and cash as the beneficiary approaches their expected college enrollment date. The portfolio invests in a diversified mix of underlying MFS mutual funds, covering U.S. and international equities, fixed income, and specialty assets including real estate and commodities. This systematic glide path and regular rebalancing are intended to reduce risk over time and help ensure funds are available when needed for qualified education costs. The plan is sponsored by the State of Oregon and benefits from the investment management expertise of MFS Investment Management, offering a flexible and tax-advantaged solution for education planning in the financial marketplace.