COLLEGE SAVINGS 101

Savingforcollege.com

2015 five-year top performing direct plans Q2
http://www.savingforcollege.com/articles/2015-5-year-top-performing-direct-plans-Q2-333

Posted: 2015-08-17

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 both 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 June 30, 2015 for Direct-sold 529 plans.

Five-year performance ranking (click here for one-year performance table and three-year performance table, and ten-year performance table):

Rank State Plan Percentile
1 Maine NextGen College Investing Plan -- Client Direct Series 21.83 Enroll Now
2 Alaska University of Alaska College Savings Plan 26.48 Enroll Now
3 District of Columbia DC 529 College Savings Program (Direct-sold) 27.01 Enroll Now
4 New York New York's 529 College Savings Program -- Direct Plan 28.91 Enroll Now
5 Alaska T. Rowe Price College Savings Plan 29.34 Enroll Now
6 Utah Utah Educational Savings Plan (UESP) 38.00 Plan Details
7 Florida Florida 529 Savings Plan 38.97 Enroll Now
8 Michigan Michigan Education Savings Program 38.97 Enroll Now
9 Ohio Ohio CollegeAdvantage 529 Savings Plan 39.97 Enroll Now
10 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 40.62 Enroll Now
11 New Mexico The Education Plan's College Savings Program 41.58 Enroll Now
12 Oklahoma Oklahoma College Savings Plan 42.83 Plan Details
13 Virginia Virginia529 inVEST 42.86 Enroll Now
14 Colorado Direct Portfolio College Savings Plan 43.24 Enroll Now
15 Maryland College Savings Plans of Maryland -- College Investment Plan 43.61 Plan Details
16 Iowa College Savings Iowa 44.35 Enroll Now
17 Illinois Bright Start College Savings Program -- Direct-sold Plan 44.54 Enroll Now
18 Nevada The Vanguard 529 Savings Plan 45.73 Plan Details
19 Hawaii Hawaii's College Savings Program 45.95 Enroll Now
20 Pennsylvania Pennsylvania 529 Investment Plan 45.96 Plan Details
21 West Virginia SMART529 WV Direct College Savings Plan 46.05 Plan Details
22 New Jersey NJBEST 529 College Savings Plan 48.62 Enroll Now
23 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 49.82 Plan Details
24 Indiana CollegeChoice 529 Direct Savings Plan 50.12 Enroll Now
25 Oregon Oregon College Savings Plan 50.36 Enroll Now
26 South Dakota CollegeAccess 529 (Direct-sold) 50.47 Plan Details
27 Louisiana START Saving Program 50.58 Plan Details
28 Vermont Vermont Higher Education Investment Plan 50.81 Plan Details
29 Minnesota Minnesota College Savings Plan 51.72 Enroll Now
30 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 52.18 Enroll Now
31 Kentucky Kentucky Education Savings Plan Trust 56.39 Enroll Now
32 Massachusetts U.Fund College Investing Plan 57.10 Enroll Now
33 New Hampshire UNIQUE College Investing Plan 57.49 Enroll Now
34 Arizona Fidelity Arizona College Savings Plan 57.55 Enroll Now
35 Delaware Delaware College Investment Plan 57.59 Enroll Now
36 Rhode Island CollegeBoundfund (Direct-sold, Alternative RI) 60.21 Enroll Now
37 West Virginia SMART529 Select 60.65 Plan Details
38 Connecticut Connecticut Higher Education Trust (CHET) 61.09 Enroll Now
39 North Dakota College SAVE 61.27 Enroll Now
40 Arkansas GIFT College Investing Plan 61.60 Plan Details
41 Texas Texas College Savings Plan 61.72 Enroll Now
42 Idaho Idaho College Savings Program (IDeal) 62.16 Enroll Now
43 Kansas Schwab 529 College Savings Plan 64.65 Plan Details
44 Nevada USAA 529 College Savings Plan 64.66 Plan Details
- Alabama CollegeCounts 529 Fund NA Enroll Now
- California The ScholarShare College Savings Plan NA Enroll Now
- Georgia Path2College 529 Plan NA Enroll Now
- Mississippi Mississippi Affordable College Savings (MACS) Program NA Plan Details
- Montana Montana Family Education Savings Program -- Investment Plan NA Plan Details
- Nebraska Nebraska Education Savings Trust - Direct College Savings Plan NA Enroll Now
- Nebraska TD Ameritrade 529 College Savings Plan NA Plan Details
- Nevada SSgA Upromise 529 Plan NA Plan Details
- North Carolina National College Savings Program NA Enroll Now
- Tennessee TNStars College Savings 529 Program NA Plan Details
- Wisconsin Edvest NA Enroll Now

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 both 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 June 30, 2015 for Direct-sold 529 plans.

Five-year performance ranking (click here for one-year performance table and three-year performance table, and ten-year performance table):

Rank State Plan Percentile
1 Maine NextGen College Investing Plan -- Client Direct Series 21.83 Enroll Now
2 Alaska University of Alaska College Savings Plan 26.48 Enroll Now
3 District of Columbia DC 529 College Savings Program (Direct-sold) 27.01 Enroll Now
4 New York New York's 529 College Savings Program -- Direct Plan 28.91 Enroll Now
5 Alaska T. Rowe Price College Savings Plan 29.34 Enroll Now
6 Utah Utah Educational Savings Plan (UESP) 38.00 Plan Details
7 Florida Florida 529 Savings Plan 38.97 Enroll Now
8 Michigan Michigan Education Savings Program 38.97 Enroll Now
9 Ohio Ohio CollegeAdvantage 529 Savings Plan 39.97 Enroll Now
10 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 40.62 Enroll Now
11 New Mexico The Education Plan's College Savings Program 41.58 Enroll Now
12 Oklahoma Oklahoma College Savings Plan 42.83 Plan Details
13 Virginia Virginia529 inVEST 42.86 Enroll Now
14 Colorado Direct Portfolio College Savings Plan 43.24 Enroll Now
15 Maryland College Savings Plans of Maryland -- College Investment Plan 43.61 Plan Details
16 Iowa College Savings Iowa 44.35 Enroll Now
17 Illinois Bright Start College Savings Program -- Direct-sold Plan 44.54 Enroll Now
18 Nevada The Vanguard 529 Savings Plan 45.73 Plan Details
19 Hawaii Hawaii's College Savings Program 45.95 Enroll Now
20 Pennsylvania Pennsylvania 529 Investment Plan 45.96 Plan Details
21 West Virginia SMART529 WV Direct College Savings Plan 46.05 Plan Details
22 New Jersey NJBEST 529 College Savings Plan 48.62 Enroll Now
23 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 49.82 Plan Details
24 Indiana CollegeChoice 529 Direct Savings Plan 50.12 Enroll Now
25 Oregon Oregon College Savings Plan 50.36 Enroll Now
26 South Dakota CollegeAccess 529 (Direct-sold) 50.47 Plan Details
27 Louisiana START Saving Program 50.58 Plan Details
28 Vermont Vermont Higher Education Investment Plan 50.81 Plan Details
29 Minnesota Minnesota College Savings Plan 51.72 Enroll Now
30 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 52.18 Enroll Now
31 Kentucky Kentucky Education Savings Plan Trust 56.39 Enroll Now
32 Massachusetts U.Fund College Investing Plan 57.10 Enroll Now
33 New Hampshire UNIQUE College Investing Plan 57.49 Enroll Now
34 Arizona Fidelity Arizona College Savings Plan 57.55 Enroll Now
35 Delaware Delaware College Investment Plan 57.59 Enroll Now
36 Rhode Island CollegeBoundfund (Direct-sold, Alternative RI) 60.21 Enroll Now
37 West Virginia SMART529 Select 60.65 Plan Details
38 Connecticut Connecticut Higher Education Trust (CHET) 61.09 Enroll Now
39 North Dakota College SAVE 61.27 Enroll Now
40 Arkansas GIFT College Investing Plan 61.60 Plan Details
41 Texas Texas College Savings Plan 61.72 Enroll Now
42 Idaho Idaho College Savings Program (IDeal) 62.16 Enroll Now
43 Kansas Schwab 529 College Savings Plan 64.65 Plan Details
44 Nevada USAA 529 College Savings Plan 64.66 Plan Details
- Alabama CollegeCounts 529 Fund NA Enroll Now
- California The ScholarShare College Savings Plan NA Enroll Now
- Georgia Path2College 529 Plan NA Enroll Now
- Mississippi Mississippi Affordable College Savings (MACS) Program NA Plan Details
- Montana Montana Family Education Savings Program -- Investment Plan NA Plan Details
- Nebraska Nebraska Education Savings Trust - Direct College Savings Plan NA Enroll Now
- Nebraska TD Ameritrade 529 College Savings Plan NA Plan Details
- Nevada SSgA Upromise 529 Plan NA Plan Details
- North Carolina National College Savings Program NA Enroll Now
- Tennessee TNStars College Savings 529 Program NA Plan Details
- Wisconsin Edvest NA Enroll Now

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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