Savingforcollege.com Announces List of Best-Performing 529 Plans
02 Março 2009 - 10:00AM
PR Newswire (US)
Newest installment of its 529 Plan Performance Rankings reveal
Florida finishes at the top NEW YORK, March 2
/PRNewswire-FirstCall/ -- According to a new study released by
Savingforcollege.com, the Florida College Investment Plan finished
first among all direct-sold 529 savings plans in one-year and
three-year investment performance for the period ending December
31, 2008. The full 529 Plan Performance Rankings showing one-year,
three-year, and five-year rankings for all direct-sold 529 plans
can be viewed at
http://www.savingforcollege.com/articles/view.php?id=330. (Logo:
http://www.newscom.com/cgi-bin/prnh/20040122/FLTHLOGO ) Florida's
529 plan is administered by the Florida Prepaid College Board and
utilizes the services of six different outside money managers to
invest monies in the plan's five investment options. It is one of
the smaller 529 savings programs with less than $150 million in
assets compared to over $6 billion in the direct-sold New York 529
savings program managed by Upromise Investments and Vanguard. Other
top five finishers for three-year performance included 529 plans
from Iowa and Nebraska, and for one-year performance included plans
from Utah, Missouri, and Georgia. Louisiana and South Carolina also
placed among the top five, but enrollment in their plans is
restricted to state residents. For the first time, the number of
529 plans with five-year track records was sufficient to produce
five-year performance rankings. The top five performers were
Louisiana's START Saving Program, the College Savings Plan of
Nebraska, Nevada's Vanguard 529 Savings Plan, Iowa College Savings,
and the Utah Educational Savings Plan. "The year 2008 was very
difficult for 529 savings plans," commented Savingforcollege.com
founder Joseph Hurley. "Most could not escape the turmoil in the
stock and bond markets, although many conservative options managed
to achieve positive returns." In producing its rankings,
Savingforcollege.com compared the reported investment performance
of a subset of portfolios from each 529 savings plan. Portfolios
were selected based on their mix of stocks, bonds, and money-market
funds, allowing for an apples-to-apples comparison in seven
different asset-allocation categories. Savingforcollege.com also
produces rankings for advisor-sold 529 plans, available through a
subscription. Rankings are updated each quarter. One-year Composite
Performance Rankings (53 plans ranked) Ranking Plan Underlying
investments 1 Florida: College Investment Plan Multiple money
managers 2 South Carolina: Future Scholar* Columbia mutual funds 3
Utah: UESP Treasurer's fund and Vanguard funds 4 Missouri: MOST
American Century and Vanguard funds 5 Georgia: Path2College
TIAA-CREF funds 6 Kansas: Schwab 529** Multiple fund families 7 New
York: 529 Direct Plan Vanguard funds 8 Iowa: College Savings
Vanguard funds 9 Pennsylvania: 529 Investment Plan Vanguard funds
10 Connecticut: CHET TIAA-CREF funds Three-year Composite
Performance Rankings (43 plans ranked) Ranking Plan Underlying
investments 1 Florida: College Investment Plan Multiple money
managers 2 Louisiana: START* Treasurer's fund and Vanguard funds 3
Iowa: College Savings Vanguard funds 4 South Carolina: Future
Scholar* Columbia mutual funds 5 Nebraska: College Savings Plan
Multiple fund families 6 Kansas: Learning Quest American Century
and Vanguard funds 7 Kansas: Schwab 529** Multiple fund families 8
Nevada: The Vanguard 529 Vanguard funds 9 Utah: UESP Treasurer's
fund and Vanguard funds 10 Arkansas: GIFT Vanguard funds Five-year
Composite Performance Rankings (26 plans ranked) Ranking Plan
Underlying investments 1 Louisiana: START* Treasurer's fund and
Vanguard funds 2 Nebraska: College Savings Plan Multiple fund
families 3 Nevada: The Vanguard 529 Vanguard funds 4 Iowa: College
Savings Vanguard funds 5 Utah: UESP Treasurer's fund and Vanguard
funds 6 South Carolina: Future Scholar* Columbia mutual funds 7
Nevada: The Upromise College Fund Vanguard funds 8 Nebraska: TD
Ameritrade 529 Multiple fund families 9 Wisconsin: EdVest Wells
Fargo and Vanguard funds 10 Virginia: VEST Multiple managers and
funds * Resident-only investment options ** Available only through
the discount broker About Bankrate, Inc. The Bankrate (NasdaqGS:
RATE) network of companies includes Bankrate.com, Interest.com,
Mortgage-calc.com, Nationwide Card Services, Savingforcollege.com,
Fee Disclosure, InsureMe CreditCardGuide.com and Bankaholic. Each
of these businesses helps consumers to make informed decisions
about their personal finance matters. The company's flagship brand,
Bankrate.com is a destination site of personal finance channels,
including banking, investing, taxes, debt management and college
finance. Bankrate.com is the leading aggregator of rates and other
information on more than 300 financial products, including
mortgages, credit cards, new and used auto loans, money market
accounts and CDs, checking and ATM fees, home equity loans and
online banking fees. Bankrate.com reviews more than 4,800 financial
institutions in 575 markets in 50 states. In 2008, Bankrate.com had
nearly 72 million unique visitors. Bankrate.com provides financial
applications and information to a network of more than 75 partners,
including Yahoo! (NASDAQ: YHOO), America Online (NYSE:TWX), The
Wall Street Journal and The New York Times (NYSE:NYT).
Bankrate.com's information is also distributed through more than
500 newspapers. For more information contact: Chris Spagnuolo
Public Relations Manager (917) 368-8671
http://www.newscom.com/cgi-bin/prnh/20040122/FLTHLOGO
http://photoarchive.ap.org/ DATASOURCE: Bankrate, Inc. CONTACT:
Chris Spagnuolo, Public Relations Manager of Bankrate, Inc.,
+1-917-368-8671, or Web Site: http://www.bankrate.com/
http://www.savingforcollege.com/articles/view.php?id=330
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