COLLEGE SAVINGS 101

Savingforcollege.com

2015 one-year top performing direct plans Q3
http://www.savingforcollege.com/articles/2015-1-year-top-performing-direct-plans-Q3-331

Posted: 2015-11-23

Savingforcollege.com ranks the performance of direct-sold 529 plans. Direct-sold plans are those that consumers can enroll in without using a broker. We have prepared one-year, three-year, five-year and ten-year performance tables.

To prepare this ranking, we compared a subset of portfolios from each 529 savings plan. We selected portfolios based on their mix of stocks, bonds and money market funds, which allows for an apples-to-apples comparison in seven asset-allocation categories. The lower the "percentile," the better the ranking.

This ranking could be a useful tool for you when selecting which direct 529 plan might be right for you.

Here are our 529 performance rankings as of September 30, 2015 for Direct-sold 529 plans.

One-year performance ranking (click here for three-year performance table, five-year performance table, and ten-year performance table ):

Rank State Plan Performance score
1 District of Columbia DC 529 College Savings Program (Direct-sold) 16.49 Enroll Now
2 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 24.07 Plan Details
3 New York New York's 529 College Savings Program -- Direct Plan 24.35 Enroll Now
4 Michigan Michigan Education Savings Program 25.33 Enroll Now
5 Maine NextGen College Investing Plan -- Client Direct Series 27.19 Enroll Now
6 California The ScholarShare College Savings Plan 29.24 Enroll Now
7 Nevada SSGA Upromise 529 Plan 30.80 Plan Details
8 Tennessee TNStars College Savings 529 Program 31.39 Plan Details
9 Illinois Bright Start College Savings Program -- Direct-sold Plan 31.86 Enroll Now
10 Oklahoma Oklahoma College Savings Plan 32.36 Plan Details
11 Minnesota Minnesota College Savings Plan 32.50 Enroll Now
12 Florida Florida 529 Savings Plan 32.66 Enroll Now
13 New Mexico The Education Plan's College Savings Program 34.25 Enroll Now
14 Georgia Path2College 529 Plan 34.40 Enroll Now
15 Mississippi Mississippi Affordable College Savings (MACS) Program 35.05 Plan Details
16 Virginia Virginia529 inVEST 35.07 Enroll Now
17 Ohio Ohio CollegeAdvantage 529 Savings Plan 35.67 Enroll Now
18 Pennsylvania Pennsylvania 529 Investment Plan 36.09 Plan Details
19 Hawaii Hawaii's College Savings Program 36.21 Enroll Now
20 West Virginia SMART529 WV Direct College Savings Plan 36.73 Plan Details
21 Louisiana START Saving Program 37.27 Plan Details
22 Wisconsin Edvest 37.88 Enroll Now
23 Colorado Direct Portfolio College Savings Plan 37.96 Enroll Now
24 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 38.82 Plan Details
25 Iowa College Savings Iowa 38.90 Enroll Now
26 Kentucky Kentucky Education Savings Plan Trust 38.97 Enroll Now
27 Utah Utah Educational Savings Plan (UESP) 39.81 Plan Details
28 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 40.53 Enroll Now
29 North Carolina National College Savings Program 41.08 Enroll Now
30 Nevada The Vanguard 529 Savings Plan 41.66 Plan Details
31 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 42.08 Enroll Now
32 Massachusetts U.Fund College Investing Plan 44.32 Enroll Now
33 Delaware Delaware College Investment Plan 44.40 Enroll Now
34 Arizona Fidelity Arizona College Savings Plan 44.46 Enroll Now
35 New Hampshire UNIQUE College Investing Plan 44.79 Enroll Now
36 Kansas Schwab 529 College Savings Plan 45.97 Plan Details
37 Alabama CollegeCounts 529 Fund 46.04 Enroll Now
38 Idaho Idaho College Savings Program (IDeal) 46.59 Enroll Now
39 Arkansas GIFT College Investing Plan 47.86 Plan Details
40 Indiana CollegeChoice 529 Direct Savings Plan 48.41 Enroll Now
41 North Dakota College SAVE 50.01 Enroll Now
42 Nebraska TD Ameritrade 529 College Savings Plan 50.68 Plan Details
43 Rhode Island CollegeBoundfund (Direct-sold, Alternative RI) 56.02 Enroll Now
44 Oregon Oregon College Savings Plan 56.20 Enroll Now
45 Montana Montana Family Education Savings Program -- Investment Plan 56.31 Plan Details
46 Connecticut Connecticut Higher Education Trust (CHET) 56.50 Enroll Now
47 Alaska University of Alaska College Savings Plan 58.38 Enroll Now
48 New Jersey NJBEST 529 College Savings Plan 61.06 Enroll Now
49 Texas Texas College Savings Plan 61.43 Enroll Now
50 West Virginia SMART529 Select 65.70 Plan Details
51 Alaska T. Rowe Price College Savings Plan 66.97 Enroll Now
52 Maryland College Savings Plans of Maryland -- College Investment Plan 67.28 Plan Details
53 South Dakota CollegeAccess 529 (Direct-sold) 85.47 Plan Details
54 Nevada USAA 529 College Savings Plan 87.52 Plan Details
- Vermont Vermont Higher Education Investment Plan NA Plan Details

NA = Not Applicable = Program does not have at least one portfolio with sufficiently-long performance in a minimum of four asset allocation categories under our ranking model.

The Savingforcollege.com plan composite rankings are derived using the plans' relevant portfolio performance in seven unique asset allocation categories. The asset-allocation categories used are: 100 percent equity, 80 percent equity, 60 percent equity, 40 percent equity, 20 percent equity, 100 percent fixed and 100 percent short term. The plan composite ranking is determined by the average of its percentile ranking in the seven categories.

The performance data underlying these rankings represent past performance and are not a guarantee of future performance. Current performance may be lower or higher than the performance data used. A plan portfolio's investment return and principal value will fluctuate so that an investor's shares or units when redeemed may be worth more or less than their original cost. Investors should carefully consider plan investment goals, risks, charges and expenses by obtaining and reading the plan's official program description before investing. Investors should also consider whether their beneficiary's home state offers any tax or other benefits that are available for investments only in such state's 529 plan.

Brokers, please note: For internal use only and not for use with or to be shown to the investing public.

Disclaimer: Saving For College, LLC shall not be liable for any errors or omissions in this report. Users should rely on official program disclosures.

For broker-sold plan rankings, click here.

Savingforcollege.com ranks the performance of direct-sold 529 plans. Direct-sold plans are those that consumers can enroll in without using a broker. We have prepared one-year, three-year, five-year and ten-year performance tables.

To prepare this ranking, we compared a subset of portfolios from each 529 savings plan. We selected portfolios based on their mix of stocks, bonds and money market funds, which allows for an apples-to-apples comparison in seven asset-allocation categories. The lower the "percentile," the better the ranking.

This ranking could be a useful tool for you when selecting which direct 529 plan might be right for you.

Here are our 529 performance rankings as of September 30, 2015 for Direct-sold 529 plans.

One-year performance ranking (click here for three-year performance table, five-year performance table, and ten-year performance table ):

Rank State Plan Performance score
1 District of Columbia DC 529 College Savings Program (Direct-sold) 16.49 Enroll Now
2 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 24.07 Plan Details
3 New York New York's 529 College Savings Program -- Direct Plan 24.35 Enroll Now
4 Michigan Michigan Education Savings Program 25.33 Enroll Now
5 Maine NextGen College Investing Plan -- Client Direct Series 27.19 Enroll Now
6 California The ScholarShare College Savings Plan 29.24 Enroll Now
7 Nevada SSGA Upromise 529 Plan 30.80 Plan Details
8 Tennessee TNStars College Savings 529 Program 31.39 Plan Details
9 Illinois Bright Start College Savings Program -- Direct-sold Plan 31.86 Enroll Now
10 Oklahoma Oklahoma College Savings Plan 32.36 Plan Details
11 Minnesota Minnesota College Savings Plan 32.50 Enroll Now
12 Florida Florida 529 Savings Plan 32.66 Enroll Now
13 New Mexico The Education Plan's College Savings Program 34.25 Enroll Now
14 Georgia Path2College 529 Plan 34.40 Enroll Now
15 Mississippi Mississippi Affordable College Savings (MACS) Program 35.05 Plan Details
16 Virginia Virginia529 inVEST 35.07 Enroll Now
17 Ohio Ohio CollegeAdvantage 529 Savings Plan 35.67 Enroll Now
18 Pennsylvania Pennsylvania 529 Investment Plan 36.09 Plan Details
19 Hawaii Hawaii's College Savings Program 36.21 Enroll Now
20 West Virginia SMART529 WV Direct College Savings Plan 36.73 Plan Details
21 Louisiana START Saving Program 37.27 Plan Details
22 Wisconsin Edvest 37.88 Enroll Now
23 Colorado Direct Portfolio College Savings Plan 37.96 Enroll Now
24 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 38.82 Plan Details
25 Iowa College Savings Iowa 38.90 Enroll Now
26 Kentucky Kentucky Education Savings Plan Trust 38.97 Enroll Now
27 Utah Utah Educational Savings Plan (UESP) 39.81 Plan Details
28 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 40.53 Enroll Now
29 North Carolina National College Savings Program 41.08 Enroll Now
30 Nevada The Vanguard 529 Savings Plan 41.66 Plan Details
31 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 42.08 Enroll Now
32 Massachusetts U.Fund College Investing Plan 44.32 Enroll Now
33 Delaware Delaware College Investment Plan 44.40 Enroll Now
34 Arizona Fidelity Arizona College Savings Plan 44.46 Enroll Now
35 New Hampshire UNIQUE College Investing Plan 44.79 Enroll Now
36 Kansas Schwab 529 College Savings Plan 45.97 Plan Details
37 Alabama CollegeCounts 529 Fund 46.04 Enroll Now
38 Idaho Idaho College Savings Program (IDeal) 46.59 Enroll Now
39 Arkansas GIFT College Investing Plan 47.86 Plan Details
40 Indiana CollegeChoice 529 Direct Savings Plan 48.41 Enroll Now
41 North Dakota College SAVE 50.01 Enroll Now
42 Nebraska TD Ameritrade 529 College Savings Plan 50.68 Plan Details
43 Rhode Island CollegeBoundfund (Direct-sold, Alternative RI) 56.02 Enroll Now
44 Oregon Oregon College Savings Plan 56.20 Enroll Now
45 Montana Montana Family Education Savings Program -- Investment Plan 56.31 Plan Details
46 Connecticut Connecticut Higher Education Trust (CHET) 56.50 Enroll Now
47 Alaska University of Alaska College Savings Plan 58.38 Enroll Now
48 New Jersey NJBEST 529 College Savings Plan 61.06 Enroll Now
49 Texas Texas College Savings Plan 61.43 Enroll Now
50 West Virginia SMART529 Select 65.70 Plan Details
51 Alaska T. Rowe Price College Savings Plan 66.97 Enroll Now
52 Maryland College Savings Plans of Maryland -- College Investment Plan 67.28 Plan Details
53 South Dakota CollegeAccess 529 (Direct-sold) 85.47 Plan Details
54 Nevada USAA 529 College Savings Plan 87.52 Plan Details
- Vermont Vermont Higher Education Investment Plan NA Plan Details

NA = Not Applicable = Program does not have at least one portfolio with sufficiently-long performance in a minimum of four asset allocation categories under our ranking model.

The Savingforcollege.com plan composite rankings are derived using the plans' relevant portfolio performance in seven unique asset allocation categories. The asset-allocation categories used are: 100 percent equity, 80 percent equity, 60 percent equity, 40 percent equity, 20 percent equity, 100 percent fixed and 100 percent short term. The plan composite ranking is determined by the average of its percentile ranking in the seven categories.

The performance data underlying these rankings represent past performance and are not a guarantee of future performance. Current performance may be lower or higher than the performance data used. A plan portfolio's investment return and principal value will fluctuate so that an investor's shares or units when redeemed may be worth more or less than their original cost. Investors should carefully consider plan investment goals, risks, charges and expenses by obtaining and reading the plan's official program description before investing. Investors should also consider whether their beneficiary's home state offers any tax or other benefits that are available for investments only in such state's 529 plan.

Brokers, please note: For internal use only and not for use with or to be shown to the investing public.

Disclaimer: Saving For College, LLC shall not be liable for any errors or omissions in this report. Users should rely on official program disclosures.

For broker-sold plan rankings, click here.

 

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