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3-year Top Performing Direct Plans
http://www.savingforcollege.com/articles/3-year-top-performing-direct-plans
Posted: 2008-03-14
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 1-year and 3-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.
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 December 31, 2007
Direct sold 529 Plans
Ranked by 3 Yr performance
Updated March 19, 2008
3-year Performance Ranking (click here for 1 Year Performance Table)
NA = Not Applicable = Program does not have at least 3 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% Equity, 80% Equity, 60% Equity, 40% Equity, 20% Equity, 100% Fixed, and 100% 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 represents 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 of 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.
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 1-year and 3-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.
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 December 31, 2007
Direct sold 529 Plans
Ranked by 3 Yr performance
Updated March 19, 2008
3-year Performance Ranking (click here for 1 Year Performance Table)
NA = Not Applicable = Program does not have at least 3 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% Equity, 80% Equity, 60% Equity, 40% Equity, 20% Equity, 100% Fixed, and 100% 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 represents 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 of 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.
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