Table 1: 529 Plans’ Asset-Weighted Average Morningstar Rating

1

Fund Spy October 2011

Table 1: 529 Plans' Asset-Weighted Average Morningstar Rating

State

Plan Name

New Jersey Florida New Jersey Arizona Missouri Nevada New York Kansas Wisconsin Nevada Utah Hawaii Nevada Ohio Arkansas Idaho Virginia Michigan Colorado Vermont Pennsylvania Kentucky Nevada Iowa Kansas Arkansas South Dakota Connecticut Oklahoma Mississippi

Franklin Templeton 529 Coll Savings Plan Florida College Investment Plan NJBEST 529 College Savings Plan InvestEd 529 Education Savings Plan MOST 529 Advisor Plan The Vanguard 529 College Savings Plan New York's 529 Program (Direct) Schwab 529 College Savings Plan EdVest College Savings Plan USAA College Savings Plan Utah Educational Savings Plan HI529 - Hawaii's College Savings Program The Upromise College Fund 529 Plan CollegeAdvantage 529 Savings Plan GIFT College Investing Plan IDeal - Idaho College Savings Program Virginia Education Savings Trust Michigan Education Savings Program CollegeInvest Direct Portfolio Vermont Higher Education Investment Plan Pennsylvania 529 Investment Plan Kentucky Education Savings Plan Trust College SAVE College Savings Iowa 529 Plan LearningQuest 529 Program (Direct) T. Rowe Price College Savings Plan CollegeAccess 529 Connecticut Higher Education Trust Oklahoma College Savings Plan Mississippi Affordable (Advisor)

Asset-Weighted Average of Overall Morningstar Rating Stars

Plan Assets with Rating %

4.56

93.90

4.37

95.00

4.06

97.20

4.03

98.90

4.03

63.20

3.90

98.20

3.85

97.20

3.82

99.50

3.73

85.50

3.72

99.50

3.72

88.50

3.71

97.20

3.69

99.00

3.67

88.40

3.65

99.00

3.59

98.20

3.59

98.10

3.56

90.40

3.54

98.40

3.52

87.80

3.51

96.00

3.41

88.80

3.32

98.00

3.26

98.60

3.24

99.20

3.17

97.50

3.15

90.80

3.13

86.70

3.12

85.40

3.08

90.00

Data through June 30, 2011. Source: Morningstar, Inc.

? 2011 Morningstar. All Rights Reserved. The information, data, analyses and opinions ("Information") contained herein: (1) include the proprietary information of Morningstar; (2) may not be copied or redistributed; (3) do not constitute investment advice; (4) are provided solely for informational purposes; and (5) are not warranted to be complete, accurate or timely. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don't make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up.

2

Fund Spy October 2011

Table 1: 529 Plans' Asset-Weighted Average Morningstar Rating (continued)

State

Plan Name

Wisconsin South Carolina Oregon Missouri Georgia Minnesota Virginia Mississippi California Maryland West Virginia North Carolina Iowa Arizona Maine Delaware Arkansas New Hampshire Maine West Virginia Arkansas South Carolina Illinois New York Illinois West Virginia Kansas California Washington DC Colorado

Tomorrow's Scholar College Savings Plan Future Scholar 529 (Direct) MFS 529 Savings Plan MOST Missouri's 529 Plan Path2College 529 Plan Minnesota College Savings Plan CollegeAmerica Mississippi Affordable (Direct) ScholarShare College Savings Plan Maryland College Investment Plan SMART529 WV Direct College Savings Plan National College Savings Program Iowa Advisor 529 Plan Fidelity Arizona College Savings Plan NextGen College Investing Plan Delaware College Investment Plan John Hancock Freedom 529 UNIQUE College Investing Plan U.Fund College Investing Plan SMART529 Select College Savings Plan iShares 529 Plan Future Scholar 529 (Advisor) Bright Start College Savings (Direct) New York's 529 Program (Advisor) Bright Directions Coll Savings Program The Hartford SMART529 LearningQuest 529 Program (Advisor) ScholarShare Advisor Coll Savings Plan DC College Savings Program Scholars Choice College Savings Program

Asset-Weighted Average of Overall Morningstar Rating Stars

Plan Assets with Rating %

3.01

97.70

3.00

100.00

3.00

97.80

3.00

93.90

2.96

92.10

2.93

88.70

2.91

96.90

2.88

80.50

2.88

96.70

2.85

99.20

2.83

93.30

2.82

89.30

2.80

84.80

2.66

96.50

2.66

93.90

2.62

98.20

2.60

98.00

2.58

97.90

2.51

97.90

2.46

100.00

2.33

97.90

2.25

100.00

2.23

100.00

2.16

100.00

2.14

97.20

2.06

89.30

1.91

99.00

1.91

93.70

1.82

87.40

1.75

98.80

Data through June 30, 2011. Source: Morningstar, Inc.

? 2011 Morningstar. All Rights Reserved. The information, data, analyses and opinions ("Information") contained herein: (1) include the proprietary information of Morningstar; (2) may not be copied or redistributed; (3) do not constitute investment advice; (4) are provided solely for informational purposes; and (5) are not warranted to be complete, accurate or timely. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don't make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up.

3

Fund Spy October 2011

Table 1: 529 Plans' Asset-Weighted Average Morningstar Rating (continued)

State

Plan Name

New Hampshire Rhode Island Illinois Texas Texas New Mexico New Mexico Ohio Connecticut Indiana Indiana Alabama Massachusetts Michigan Nebraska Nebraska Oklahoma Oregon Nevada Nevada Nebraska

Fidelity Advisor 529 Plan CollegeBoundfund Bright Start Coll Savings (Advisor) Texas College Savings Plan Lonestar 529 Plan Scholar'sEdge The Education Plan BlackRock CollegeAdvantage 529 Plan CHET Advisor College Savings Plan CollegeChoice 529 Direct Savings Plan CollegeChoice Advisor 529 Savings Plan CollegeCounts 529 Fund MFESP Investments Plan MI 529 Advisor NEST Advisor College Savings Plan NEST Direct College Savings Plan OklahomaDream529 Oregon College Savings Plan Putnam 529 for America State Farm College Savings Plan TD Ameritrade 529 College Savings Plan

Asset-Weighted Average of Overall Morningstar Rating Stars

Plan Assets with Rating %

1.65

97.00

1.53

88.90

1.46

100.00

1.37

96.80

1.22

95.60

1.16

95.80

1.06

91.40

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0.00

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0.00

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0.00

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0.00

Data through June 30, 2011. Source: Morningstar, Inc.

? 2011 Morningstar. All Rights Reserved. The information, data, analyses and opinions ("Information") contained herein: (1) include the proprietary information of Morningstar; (2) may not be copied or redistributed; (3) do not constitute investment advice; (4) are provided solely for informational purposes; and (5) are not warranted to be complete, accurate or timely. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don't make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up.

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