COLLEGE SAVINGS 101

Savingforcollege.com

2016 one-year top performing direct plans Q3
http://www.savingforcollege.com/articles/2016-1-year-top-performing-direct-plans-q3-331

Posted: 2016-11-14

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 "performance score" determines 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, 2016 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 Alaska T. Rowe Price College Savings Plan 22.24 Enroll Now
2 Alaska University of Alaska College Savings Plan 23.07 Enroll Now
3 Virginia Virginia529 inVEST 26.79 Enroll Now
4 Tennessee TNStars College Savings 529 Program 26.84 Plan Details
5 Louisiana START Saving Program 27.57 Plan Details
6 Michigan Michigan Education Savings Program 31.02 Enroll Now
7 West Virginia SMART529 WV Direct College Savings Plan 32.51 Plan Details
8 New York New York's 529 College Savings Program -- Direct Plan 33.18 Enroll Now
9 Pennsylvania Pennsylvania 529 Investment Plan 33.27 Plan Details
10 Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 33.46 Enroll Now
11 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 33.54 Plan Details
12 California The ScholarShare College Savings Plan 33.99 Enroll Now
13 Nevada USAA 529 College Savings Plan 34.75 Plan Details
14 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 35.56 Enroll Now
15 Iowa College Savings Iowa 35.97 Enroll Now
16 Wisconsin Edvest 36.67 Enroll Now
17 Nevada The Vanguard 529 Savings Plan 36.75 Plan Details
18 Georgia Path2College 529 Plan 37.62 Enroll Now
19 Nebraska TD Ameritrade 529 College Savings Plan 38.21 Plan Details
20 Colorado Direct Portfolio College Savings Plan 38.67 Enroll Now
21 Mississippi Mississippi Affordable College Savings (MACS) Program 39.51 Plan Details
22 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 39.86 Enroll Now
23 Maine NextGen College Investing Plan -- Client Direct Series 39.97 Enroll Now
24 Minnesota Minnesota College Savings Plan 40.59 Enroll Now
25 Oregon Oregon College Savings Plan 40.73 Enroll Now
26 North Carolina National College Savings Program 41.04 Enroll Now
27 Oklahoma Oklahoma College Savings Plan 41.95 Plan Details
28 Idaho Idaho College Savings Program (IDeal) 42.55 Enroll Now
29 Maryland College Savings Plans of Maryland -- College Investment Plan 43.60 Plan Details
30 Texas Texas College Savings Plan 44.13 Enroll Now
31 Hawaii Hawaii's College Savings Program 45.18 Enroll Now
32 Arkansas GIFT College Investing Plan 45.63 Plan Details
33 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 47.48 Enroll Now
34 Indiana CollegeChoice 529 Direct Savings Plan 48.15 Enroll Now
35 Alabama CollegeCounts 529 Fund 48.22 Enroll Now
36 District of Columbia DC 529 College Savings Program (Direct-sold) 48.63 Enroll Now
37 Utah Utah Educational Savings Plan (UESP) 49.77 Plan Details
38 Florida Florida 529 Savings Plan 51.05 Plan Details
39 Nevada SSGA Upromise 529 Plan 52.52 Plan Details
40 Arizona Fidelity Arizona College Savings Plan 53.56 Enroll Now
41 Kentucky Kentucky Education Savings Plan Trust 53.66 Enroll Now
42 Delaware Delaware College Investment Plan 53.73 Enroll Now
43 New Hampshire UNIQUE College Investing Plan 53.81 Enroll Now
44 Massachusetts U.Fund College Investing Plan 53.92 Enroll Now
45 Illinois Bright Start College Savings Program -- Direct-sold Plan 55.61 Enroll Now
46 Connecticut Connecticut Higher Education Trust (CHET) 58.09 Enroll Now
47 West Virginia SMART529 Select 61.64 Plan Details
48 Kansas Schwab 529 College Savings Plan 64.26 Plan Details
49 New Mexico The Education Plan's College Savings Program 70.43 Enroll Now
50 South Dakota CollegeAccess 529 (Direct-sold) 71.87 Plan Details
51 New Jersey NJBEST 529 College Savings Plan 81.56 Enroll Now
- Montana Achieve Montana NA Plan Details
- North Dakota College SAVE NA Enroll Now
- Rhode Island CollegeBound Saver (Direct-sold) NA Enroll Now
- 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 "performance score" determines 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, 2016 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 Alaska T. Rowe Price College Savings Plan 22.24 Enroll Now
2 Alaska University of Alaska College Savings Plan 23.07 Enroll Now
3 Virginia Virginia529 inVEST 26.79 Enroll Now
4 Tennessee TNStars College Savings 529 Program 26.84 Plan Details
5 Louisiana START Saving Program 27.57 Plan Details
6 Michigan Michigan Education Savings Program 31.02 Enroll Now
7 West Virginia SMART529 WV Direct College Savings Plan 32.51 Plan Details
8 New York New York's 529 College Savings Program -- Direct Plan 33.18 Enroll Now
9 Pennsylvania Pennsylvania 529 Investment Plan 33.27 Plan Details
10 Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 33.46 Enroll Now
11 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 33.54 Plan Details
12 California The ScholarShare College Savings Plan 33.99 Enroll Now
13 Nevada USAA 529 College Savings Plan 34.75 Plan Details
14 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 35.56 Enroll Now
15 Iowa College Savings Iowa 35.97 Enroll Now
16 Wisconsin Edvest 36.67 Enroll Now
17 Nevada The Vanguard 529 Savings Plan 36.75 Plan Details
18 Georgia Path2College 529 Plan 37.62 Enroll Now
19 Nebraska TD Ameritrade 529 College Savings Plan 38.21 Plan Details
20 Colorado Direct Portfolio College Savings Plan 38.67 Enroll Now
21 Mississippi Mississippi Affordable College Savings (MACS) Program 39.51 Plan Details
22 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 39.86 Enroll Now
23 Maine NextGen College Investing Plan -- Client Direct Series 39.97 Enroll Now
24 Minnesota Minnesota College Savings Plan 40.59 Enroll Now
25 Oregon Oregon College Savings Plan 40.73 Enroll Now
26 North Carolina National College Savings Program 41.04 Enroll Now
27 Oklahoma Oklahoma College Savings Plan 41.95 Plan Details
28 Idaho Idaho College Savings Program (IDeal) 42.55 Enroll Now
29 Maryland College Savings Plans of Maryland -- College Investment Plan 43.60 Plan Details
30 Texas Texas College Savings Plan 44.13 Enroll Now
31 Hawaii Hawaii's College Savings Program 45.18 Enroll Now
32 Arkansas GIFT College Investing Plan 45.63 Plan Details
33 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 47.48 Enroll Now
34 Indiana CollegeChoice 529 Direct Savings Plan 48.15 Enroll Now
35 Alabama CollegeCounts 529 Fund 48.22 Enroll Now
36 District of Columbia DC 529 College Savings Program (Direct-sold) 48.63 Enroll Now
37 Utah Utah Educational Savings Plan (UESP) 49.77 Plan Details
38 Florida Florida 529 Savings Plan 51.05 Plan Details
39 Nevada SSGA Upromise 529 Plan 52.52 Plan Details
40 Arizona Fidelity Arizona College Savings Plan 53.56 Enroll Now
41 Kentucky Kentucky Education Savings Plan Trust 53.66 Enroll Now
42 Delaware Delaware College Investment Plan 53.73 Enroll Now
43 New Hampshire UNIQUE College Investing Plan 53.81 Enroll Now
44 Massachusetts U.Fund College Investing Plan 53.92 Enroll Now
45 Illinois Bright Start College Savings Program -- Direct-sold Plan 55.61 Enroll Now
46 Connecticut Connecticut Higher Education Trust (CHET) 58.09 Enroll Now
47 West Virginia SMART529 Select 61.64 Plan Details
48 Kansas Schwab 529 College Savings Plan 64.26 Plan Details
49 New Mexico The Education Plan's College Savings Program 70.43 Enroll Now
50 South Dakota CollegeAccess 529 (Direct-sold) 71.87 Plan Details
51 New Jersey NJBEST 529 College Savings Plan 81.56 Enroll Now
- Montana Achieve Montana NA Plan Details
- North Dakota College SAVE NA Enroll Now
- Rhode Island CollegeBound Saver (Direct-sold) NA Enroll Now
- 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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