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2007 Plan Performance Rankings
Each quarter Savingforcollege.com analyzes the investment performance figures for thousands of 529 portfolios and ranks the 529 savings plans from best to worst for 1-year investment performance and for 3-year investment performance.
The Top Performing 529 Plans
In producing our rankings, we compared the reported investment performance of a subset of portfolios from each 529 savings plan. To see how we did this click here.
We ranked plans that consumers can enroll in directly, as well as those sold through brokers. Louisiana's START plan ranked #1 in both the 1-year and 3-year performance ranking but is available only to residents of the state.
1-year Performance Ranking
Updated March 19, 2008
| Rank | State | Plan | Percentile |
|---|---|---|---|
| 1 | Louisiana | START Saving Program | 20.07 |
| 2 | Kansas | Schwab 529 College Savings Plan | 25.37 |
| 3 | Alabama | Higher Education 529 Fund (Direct-sold) | 27.57 |
| 4 | Indiana | CollegeChoice 529 Investment Plan (Direct-sold) | 30.06 |
| 5 | Nebraska | College Savings Plan of Nebraska (Direct-sold) | 30.57 |
| 6 | Kansas | Learning Quest 529 Education Savings Program (Direct-sold) | 30.62 |
| 7 | Arizona | Fidelity Arizona College Savings Plan | 31.48 |
| 8 | New Hampshire | UNIQUE College Investing Plan | 32.95 |
| 9 | Delaware | Delaware College Investment Plan | 33.52 |
| 10 | Massachusetts | U.Fund College Investing Plan | 34.07 |
See the full list of 1-year direct sold rankings.
3-year Performance Ranking
Updated March 19, 2008
| Rank | State | Plan | Percentile |
|---|---|---|---|
| 1 | Louisiana | START Saving Program | 8.38 |
| 2 | South Dakota | CollegeAccess 529 (Direct-sold) | 13.00 |
| 3 | Rhode Island | CollegeBoundfund (Direct-sold, Alternative R) | 16.65 |
| 4 | Nebraska | College Savings Plan of Nebraska (Direct-sold) | 17.83 |
| 5 | Virginia | Virginia Education Savings Trust (VEST) | 19.77 |
| 6 | Alabama | Higher Education 529 Fund (Direct-sold) | 24.94 |
| 7 | Nebraska | TD Ameritrade 529 College Savings Plan | 29.73 |
| 8 | West Virginia | SMART529 WV Direct | 35.26 |
| 9 | Utah | Utah Educational Savings Plan (UESP) Trust | 38.63 |
| 10 | Minnesota | Minnesota College Savings Plan | 39.18 |
See the full list of 3-year direct sold rankings.
For Broker Sold plan rankings, click here.
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