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COLLEGE SAVINGS 101

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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