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529 Plan Rankings

Best performing 529 plans

Recommending 529 college savings plans to your clients? View the latest rankings of each 529 plan -- from top to bottom -- for one-year investment performance, three-year investment performance, five-year investment performance and ten-year investment performance. Learn more...

 

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  • 529 Performance Rankings
    Access rankings by asset allocation or on a composite basis to view best-to-worst quarterly performance results for both direct-sold and advisor-sold 529 plans.
  • Gift Tax Center
    View specific information and examples relating to gift tax reporting requirements as they relate to 529 plan contributions.
  • Income Tax Center
    View tax forms and information concerning the reporting of 529 plan distributions on the federal income tax return.

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