MISC

529 composite rankings

529 Plan Composite Ranking Methodology:

Savingforcollege.com's 529 Plan Composite Rankings are based on a comparison of the historical investment performances of a representative selection of each 529 plan's investment options. 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 these rankings but instead refer to official program disclosures. Please note that the pdf files are updated as new or corrected data becomes available to us.

June 30, 2017

Direct Sold 529 Plans

1 Yr performance
3 Yr performance
5 Yr performance
10 Yr performance

Broker Sold 529 Plans (A shares)

1 Yr performance not including sales charges
3 Yr performance not including sales charges
5 Yr performance not including sales charges
10 Yr performance not including sales charges
1 Yr performance including sales charges
3 Yr performance including sales charges
5 Yr performance including sales charges
10 Yr performance including sales charges

RIA Channel 529 Plans

1 Yr performance
3 Yr performance
5 Yr performance
10 Yr performance

View the underlying ranking data

Average Annual Returns - Advisor Sold
Average Annual Returns - Direct Sold
Average Annual Returns - RIA Channel

Access exclusive tools and resources for professionals only

Access our exclusive content, reports, calculators and sales leads with a Premium Subscription.

Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

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.

 

Reset email successfully sent.
Please check your inbox.

Close
page loadtime mark

Advertisement


close