BETHESDA, Md.--()--The DC 529 College Savings Plan was ranked as the top-performing advisor-sold fund in the nation for 1-year performance (including sales charges) for the period ending March 31, 2012. The ranking was created and published by Savingforcollege.com, an independent source of 529-plan data and publications.
“Performance is one of the important factors investors should consider when choosing a 529 plan”
The DC 529 College Savings Plan also ranked fourth in the nation for 3-year performance (including sales charges) for the same time period.
The DC 529 College Savings Plan is underwritten and distributed by Calvert Investments Distributors, Inc.
“Performance is one of the important factors investors should consider when choosing a 529 plan,” said Joseph Hurley, founder and CEO of Savingforcollege.com.
Ranking Methodology
The Savingforcollege.com Plan Composite Rankings, which rank Class A Unit portfolio performance for a universe of advisor-sold 529 plans, apply to the rolling one-, three-, and five-year periods through the end of each calendar quarter.
Savingforcollege.com derives the rankings using each plan's relevant portfolio performance in seven unique asset allocation categories: 100% Equity, 80% Equity, 60% Equity, 40% Equity, 20% Equity, 100% Fixed and 100% Short Term. The plan's composite ranking is determined by the average of its percentile ranking in these categories. Within each category, portfolios are compared and ranked based on published investment returns. Separate rankings are produced for one-, three- and five-year periods. In addition, two versions of rankings for each performance period are produced: one based on performance without sales charges and the other based on performance with maximum sales charges. Please visit savingforcollege.com for more information about the ranking.
Please refer to each plan's program disclosure statement for more information regarding its performance, fees and expenses.
About Savingforcollege.com
Savingforcollege.com plan produces its 529 Plan Quarterly Performance Rankings for the rolling one-, three-, and five-year periods through the end of each calendar quarter. Representative portfolios are selected from each plan in seven asset-allocation categories:100% Equity, 80% Equity, 60% Equity, 40% Equity, 20% Equity, 100% Fixed and 100% Short Term. The plan’s Composite Ranking is determined by the average of its percentile ranking in each of these categories. Within each category, portfolios are compared and ranked based on published investment returns. Separate rankings are produced for one-, three- and five-year periods. In addition, two versions of rankings for each performance period are produced, one based on performance without sales charges and the other based on performance with maximum sales charges. Please visit savingforcollege.com
For more information on the DC College Savings Plan, please contact your financial advisor or call 800.987.4859 (800.368.2745 for non-District residents). An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing. The District of Columbia College Savings Trust Program Disclosure Booklet contains this and other information. Read it carefully before you invest or send money.
An investor should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other benefits that are only available to residents of that state. An investment in another state’s 529 college savings plan may not offer comparable benefits.
The Government of the District of Columbia does not guarantee investments in the program. Investment involves risk, including possible loss of principal.
The DC College Savings Plan is underwritten and distributed by Calvert Investment Distributors Inc., member FINRA/SIPC and a subsidiary of Calvert Investments, Inc.
(06/12, 12382)
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