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529 asset allocation category rankings

Click on the pdf to view the performance rankings of 529 plan portfolios in specified asset allocation categories.

Savingforcollege.com's 529 Asset Allocation Category Rankings are based on the historical investment performance of investment options within a particular asset allocation category (e.g. 100% Equity). A more complete description of our methodology is provided in our Methodology White Paper.

Although we make efforts to ensure the accuracy of the data used to produce these rankings, please note that the performance data has not been verified and may be incomplete and/or inaccurate. You should not rely on this data but instead refer to official program disclosures. Please note that the pdf files are updated as new or corrected data becomes available to us.

All performance data is as of December 31, 2016.

100% Equity

100% Equity ranked by 1 Yr performance not including sales charges
100% Equity ranked by 3 Yr performance not including sales charges
100% Equity ranked by 5 Yr performance not including sales charges
100% Equity ranked by 10 Yr performance not including sales charges

100% Equity ranked by 1 Yr performance including max sales charges
100% Equity ranked by 3 Yr performance including max sales charges
100% Equity ranked by 5 Yr performance including max sales charges
100% Equity ranked by 10 Yr performance including max sales charges

80% Equity

80% Equity ranked by 1 Yr performance not including sales charges
80% Equity ranked by 3 Yr performance not including sales charges
80% Equity ranked by 5 Yr performance not including sales charges
80% Equity ranked by 10 Yr performance not including sales charges

80% Equity ranked by 1 Yr performance including max sales charges
80% Equity ranked by 3 Yr performance including max sales charges
80% Equity ranked by 5 Yr performance including max sales charges
80% Equity ranked by 10 Yr performance including max sales charges

60% Equity

60% Equity ranked by 1 Yr performance not including sales charges
60% Equity ranked by 3 Yr performance not including sales charges
60% Equity ranked by 5 Yr performance not including sales charges
60% Equity ranked by 10 Yr performance not including sales charges

60% Equity ranked by 1 Yr performance including max sales charges
60% Equity ranked by 3 Yr performance including max sales charges
60% Equity ranked by 5 Yr performance including max sales charges
60% Equity ranked by 10 Yr performance including max sales charges

40% Equity

40% Equity ranked by 1 Yr performance not including sales charges
40% Equity ranked by 3 Yr performance not including sales charges
40% Equity ranked by 5 Yr performance not including sales charges
40% Equity ranked by 10 Yr performance not including sales charges

40% Equity ranked by 1 Yr performance including max sales charges
40% Equity ranked by 3 Yr performance including max sales charges
40% Equity ranked by 5 Yr performance including max sales charges
40% Equity ranked by 10 Yr performance including max sales charges

20% Equity

20% Equity ranked by 1 Yr performance not including sales charges
20% Equity ranked by 3 Yr performance not including sales charges
20% Equity ranked by 5 Yr performance not including sales charges
20% Equity ranked by 10 Yr performance not including sales charges

20% Equity ranked by 1 Yr performance including max sales charges
20% Equity ranked by 3 Yr performance including max sales charges
20% Equity ranked by 5 Yr performance including max sales charges
20% Equity ranked by 10 Yr performance including max sales charges

100% Fixed

100% Fixed ranked by 1 Yr performance not including sales charges
100% Fixed ranked by 3 Yr performance not including sales charges
100% Fixed ranked by 5 Yr performance not including sales charges
100% Fixed ranked by 10 Yr performance not including sales charges

100% Fixed ranked by 1 Yr performance including max sales charges
100% Fixed ranked by 3 Yr performance including max sales charges
100% Fixed ranked by 5 Yr performance including max sales charges
100% Fixed ranked by 10 Yr performance including max sales charges

100% ST

100% ST ranked by 1 Yr performance not including sales charges
100% ST ranked by 3 Yr performance not including sales charges
100% ST ranked by 5 Yr performance not including sales charges
100% ST ranked by 10 Yr performance not including sales charges

100% ST ranked by 1 Yr performance including max sales charges
100% ST ranked by 3 Yr performance including max sales charges
100% ST ranked by 5 Yr performance including max sales charges
100% ST ranked by 10 Yr performance including max sales charges

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Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

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