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2008 Plan Performance Rankings Q2
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 one-year investment performance and for three-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. The lower the "percentile" the better the ranking. For more details on our methodology click here.
We ranked plans that consumers can enroll in directly (see below), as well as those sold through brokers (click here).
These rankings are for periods ended June 30, 2008.
1-year Performance Ranking
Updated September 15, 2008
| Rank | State | Plan | Percentile |
|---|---|---|---|
| 1 | West Virginia | SMART529 WV Direct | 26.43 |
| 2 | Nebraska | College Savings Plan of Nebraska (Direct-sold) | 29.35 |
| 3 | Kansas | Learning Quest 529 Education Savings Program (Direct-sold) | 30.82 |
| 4 | Nebraska | TD Ameritrade 529 College Savings Plan | 33.50 |
| 5 | Kansas | Schwab 529 College Savings Plan | 34.02 |
| 6 | Missouri | MOST - Missouri's 529 College Savings Plan (Direct-sold) | 34.69 |
| 7 | Nevada | The Upromise College Fund | 35.43 |
| 8 | Indiana | CollegeChoice 529 Investment Plan (Direct-sold) | 35.46 |
| 9 | Utah | Utah Educational Savings Plan (UESP) Trust | 35.67 |
| 10 | Massachusetts | U.Fund College Investing Plan | 35.68 |
See the full list of 1-year direct sold rankings.
3-year Performance Ranking
Updated September 15, 2008
| Rank | State | Plan | Percentile |
|---|---|---|---|
| 1 | Nebraska | College Savings Plan of Nebraska (Direct-sold) | 23.08 |
| 2 | West Virginia | SMART529 WV Direct | 25.21 |
| 3 | New Mexico | The Education Plan's College Savings Program | 27.06 |
| 4 | Rhode Island | CollegeBoundfund (Direct-sold, Alternative R) | 29.08 |
| 5 | Virginia | Virginia Education Savings Trust (VEST) | 30.09 |
| 6 | Nebraska | TD Ameritrade 529 College Savings Plan | 31.58 |
| 7 | Kansas | Learning Quest 529 Education Savings Program (Direct-sold) | 31.80 |
| 8 | Delaware | Delaware College Investment Plan | 34.51 |
| 9 | Indiana | CollegeChoice 529 Investment Plan (Direct-sold) | 34.73 |
| 10 | Arizona | Fidelity Arizona College Savings Plan | 36.08 |
See the full list of 3-year direct sold rankings.
For Broker Sold plan rankings, click here.
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