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2016 one-year top performing direct plans Q4
https://www.savingforcollege.com/articles/2016-1-year-top-performing-direct-plans-q4-331

Posted: 2017-02-16

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 December 31, 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 Nevada USAA 529 College Savings Plan 23.18 Plan Details
2 Alaska T. Rowe Price College Savings Plan 31.89 Enroll Now
3 Alaska University of Alaska College Savings Plan 32.71 Enroll Now
4 West Virginia SMART529 WV Direct College Savings Plan 33.71 Plan Details
5 Tennessee TNStars College Savings 529 Program 35.60 Plan Details
6 Virginia Virginia529 inVEST 35.71 Enroll Now
7 Wisconsin Edvest 36.11 Enroll Now
8 New York New York's 529 College Savings Program -- Direct Plan 36.34 Enroll Now
9 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 37.94 Enroll Now
10 Michigan Michigan Education Savings Program 38.67 Enroll Now
11 Georgia Path2College 529 Plan 39.36 Enroll Now
12 Indiana CollegeChoice 529 Direct Savings Plan 39.73 Enroll Now
13 West Virginia SMART529 Select 40.35 Plan Details
14 Florida Florida 529 Savings Plan 40.44 Enroll Now
15 Louisiana START Saving Program 41.03 Plan Details
16 California The ScholarShare College Savings Plan 41.85 Enroll Now
17 Maine NextGen College Investing Plan -- Client Direct Series 41.90 Enroll Now
18 Pennsylvania Pennsylvania 529 Investment Plan 42.22 Plan Details
19 Maryland Maryland 529 -- College Investment Plan 42.37 Plan Details
20 District of Columbia DC 529 College Savings Program (Direct-sold) 42.76 Enroll Now
21 Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 43.24 Enroll Now
22 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 43.46 Enroll Now
23 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 43.91 Plan Details
24 Texas Texas College Savings Plan 44.48 Enroll Now
25 Mississippi Mississippi Affordable College Savings (MACS) Program 45.07 Enroll Now
26 Nebraska TD Ameritrade 529 College Savings Plan 45.40 Plan Details
27 Colorado Direct Portfolio College Savings Plan 45.45 Enroll Now
28 Montana Achieve Montana 45.70 Plan Details
29 Oklahoma Oklahoma College Savings Plan 48.98 Enroll Now
30 Utah Utah Educational Savings Plan (UESP) 49.02 Plan Details
31 Nevada The Vanguard 529 Savings Plan 49.11 Plan Details
32 North Carolina National College Savings Program 50.28 Enroll Now
33 Iowa College Savings Iowa 51.05 Plan Details
34 Minnesota Minnesota College Savings Plan 51.22 Enroll Now
35 Idaho Idaho College Savings Program (IDeal) 51.99 Enroll Now
36 Arkansas GIFT College Investing Plan 52.67 Plan Details
37 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 53.00 Enroll Now
38 Hawaii Hawaii's College Savings Program 53.05 Enroll Now
39 Kentucky Kentucky Education Savings Plan Trust 56.11 Enroll Now
40 Alabama CollegeCounts 529 Fund 56.84 Enroll Now
41 North Dakota College SAVE 57.04 Enroll Now
42 Illinois Bright Start College Savings Program -- Direct-sold Plan 57.47 Enroll Now
43 Kansas Schwab 529 College Savings Plan 59.16 Plan Details
44 Delaware Delaware College Investment Plan 59.21 Enroll Now
45 Arizona Fidelity Arizona College Savings Plan 59.36 Enroll Now
46 Oregon Oregon College Savings Plan 59.37 Enroll Now
47 New Hampshire UNIQUE College Investing Plan 59.60 Enroll Now
48 Massachusetts U.Fund College Investing Plan 59.92 Enroll Now
49 Nevada SSGA Upromise 529 Plan 60.09 Plan Details
50 Connecticut Connecticut Higher Education Trust (CHET) 60.66 Enroll Now
51 New Mexico The Education Plan's College Savings Program 61.05 Enroll Now
52 South Dakota CollegeAccess 529 (Direct-sold) 63.51 Plan Details
53 New Jersey NJBEST 529 College Savings Plan 72.01 Enroll Now
54 Vermont Vermont Higher Education Investment Plan 72.17 Plan Details
- Rhode Island CollegeBound Saver (Direct-sold) 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 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 December 31, 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 Nevada USAA 529 College Savings Plan 23.18 Plan Details
2 Alaska T. Rowe Price College Savings Plan 31.89 Enroll Now
3 Alaska University of Alaska College Savings Plan 32.71 Enroll Now
4 West Virginia SMART529 WV Direct College Savings Plan 33.71 Plan Details
5 Tennessee TNStars College Savings 529 Program 35.60 Plan Details
6 Virginia Virginia529 inVEST 35.71 Enroll Now
7 Wisconsin Edvest 36.11 Enroll Now
8 New York New York's 529 College Savings Program -- Direct Plan 36.34 Enroll Now
9 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 37.94 Enroll Now
10 Michigan Michigan Education Savings Program 38.67 Enroll Now
11 Georgia Path2College 529 Plan 39.36 Enroll Now
12 Indiana CollegeChoice 529 Direct Savings Plan 39.73 Enroll Now
13 West Virginia SMART529 Select 40.35 Plan Details
14 Florida Florida 529 Savings Plan 40.44 Enroll Now
15 Louisiana START Saving Program 41.03 Plan Details
16 California The ScholarShare College Savings Plan 41.85 Enroll Now
17 Maine NextGen College Investing Plan -- Client Direct Series 41.90 Enroll Now
18 Pennsylvania Pennsylvania 529 Investment Plan 42.22 Plan Details
19 Maryland Maryland 529 -- College Investment Plan 42.37 Plan Details
20 District of Columbia DC 529 College Savings Program (Direct-sold) 42.76 Enroll Now
21 Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 43.24 Enroll Now
22 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 43.46 Enroll Now
23 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 43.91 Plan Details
24 Texas Texas College Savings Plan 44.48 Enroll Now
25 Mississippi Mississippi Affordable College Savings (MACS) Program 45.07 Enroll Now
26 Nebraska TD Ameritrade 529 College Savings Plan 45.40 Plan Details
27 Colorado Direct Portfolio College Savings Plan 45.45 Enroll Now
28 Montana Achieve Montana 45.70 Plan Details
29 Oklahoma Oklahoma College Savings Plan 48.98 Enroll Now
30 Utah Utah Educational Savings Plan (UESP) 49.02 Plan Details
31 Nevada The Vanguard 529 Savings Plan 49.11 Plan Details
32 North Carolina National College Savings Program 50.28 Enroll Now
33 Iowa College Savings Iowa 51.05 Plan Details
34 Minnesota Minnesota College Savings Plan 51.22 Enroll Now
35 Idaho Idaho College Savings Program (IDeal) 51.99 Enroll Now
36 Arkansas GIFT College Investing Plan 52.67 Plan Details
37 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 53.00 Enroll Now
38 Hawaii Hawaii's College Savings Program 53.05 Enroll Now
39 Kentucky Kentucky Education Savings Plan Trust 56.11 Enroll Now
40 Alabama CollegeCounts 529 Fund 56.84 Enroll Now
41 North Dakota College SAVE 57.04 Enroll Now
42 Illinois Bright Start College Savings Program -- Direct-sold Plan 57.47 Enroll Now
43 Kansas Schwab 529 College Savings Plan 59.16 Plan Details
44 Delaware Delaware College Investment Plan 59.21 Enroll Now
45 Arizona Fidelity Arizona College Savings Plan 59.36 Enroll Now
46 Oregon Oregon College Savings Plan 59.37 Enroll Now
47 New Hampshire UNIQUE College Investing Plan 59.60 Enroll Now
48 Massachusetts U.Fund College Investing Plan 59.92 Enroll Now
49 Nevada SSGA Upromise 529 Plan 60.09 Plan Details
50 Connecticut Connecticut Higher Education Trust (CHET) 60.66 Enroll Now
51 New Mexico The Education Plan's College Savings Program 61.05 Enroll Now
52 South Dakota CollegeAccess 529 (Direct-sold) 63.51 Plan Details
53 New Jersey NJBEST 529 College Savings Plan 72.01 Enroll Now
54 Vermont Vermont Higher Education Investment Plan 72.17 Plan Details
- Rhode Island CollegeBound Saver (Direct-sold) 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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