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2010 three-year top performing direct plans Q1
Savingforcollege.com ranks the performance of direct-sold 529 plans. Direct-sold plans are those that consumers can enroll in without using a broker. We have prepared both one-year, three-year and five-year performance tables.
To prepare this ranking, we compared a subset of portfolios from each 529 savings plan, selecting portfolios based on their mix of stocks, bonds and money market funds, allowing for an apples-to-apples comparison in seven different asset-allocation categories. The lower the "percentile," the better the ranking.
This ranking could be a useful tool for you when selecting which direct 529 plan might be right for you.
529 performance rankings as of March 31, 2010.
Direct-sold 529 plans.
Updated May 11, 2010
NA = Not applicable = Program does not have at least three portfolios with sufficiently long performance under our ranking model.
The Savingforcollege.com Plan Composite Rankings are derived using the plans' relevant portfolio performance in seven unique asset allocation categories. The asset allocation categories used are: 100 percent equity, 80 percent equity, 60 percent equity, 40 percent equity, 20 percent equity, 100 percent fixed and 100 percent short term. The plan composite ranking is determined by the average of its percentile ranking in the seven categories.
The performance data underlying these rankings represent past performance and is not a guarantee of future performance. Current performance may be lower or higher than the performance data used. A plan portfolio's investment return and principal value will fluctuate so that an investor's shares or units when redeemed may be worth more or less than their original cost. Investors should carefully consider plan investment goals, risks, charges and expenses, by obtaining and reading the plan's official program description before investing. Investors should also consider whether their beneficiary's home state offers any tax or other benefits that are available for investments only in such state's 529 plan.
Brokers, please note: For internal use only and not for use with or to be shown to the investing public.
Disclaimer: Bankrate, Inc. shall not be liable for any errors or omissions in this report. Users should rely on official program disclosures.
For broker-sold plan rankings, click here.