2016 Ten-year Top Performing Direct Plans Q3

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2016 ten-year top performing direct plans Q3
http://www.savingforcollege.com/articles/2016-10-year-top-performing-direct-plans-q3-505

Posted: 2016-11-14

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.

Ten-year performance ranking (click here for one-year performance table, three-year performance table, and five-year performance table,) :

Rank State Plan Performance score
1 Utah Utah Educational Savings Plan (UESP) 25.47 Plan Details
2 New York New York's 529 College Savings Program -- Direct Plan 30.70 Enroll Now
3 Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 31.24 Enroll Now
4 Alaska University of Alaska College Savings Plan 31.58 Enroll Now
5 Louisiana START Saving Program 32.37 Plan Details
6 Alaska T. Rowe Price College Savings Plan 32.88 Enroll Now
7 Michigan Michigan Education Savings Program 34.93 Enroll Now
8 Florida Florida 529 Savings Plan 36.20 Enroll Now
9 Nevada USAA 529 College Savings Plan 37.09 Plan Details
10 District of Columbia DC 529 College Savings Program (Direct-sold) 37.92 Plan Details
11 Maryland College Savings Plans of Maryland -- College Investment Plan 40.38 Enroll Now
12 Iowa College Savings Iowa 40.60 Plan Details
13 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 41.92 Enroll Now
14 Colorado Direct Portfolio College Savings Plan 42.35 Enroll Now
15 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 42.63 Enroll Now
16 Virginia Virginia529 inVEST 42.83 Enroll Now
17 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 45.64 Plan Details
18 Nevada The Vanguard 529 Savings Plan 46.45 Plan Details
19 Kansas Schwab 529 College Savings Plan 46.75 Plan Details
20 West Virginia SMART529 WV Direct College Savings Plan 50.09 Plan Details
21 Oklahoma Oklahoma College Savings Plan 50.68 Plan Details
22 Arkansas GIFT College Investing Plan 53.02 Plan Details
23 Connecticut Connecticut Higher Education Trust (CHET) 59.03 Enroll Now
24 Kentucky Kentucky Education Savings Plan Trust 60.36 Enroll Now
25 Arizona Fidelity Arizona College Savings Plan 66.83 Enroll Now
26 Massachusetts U.Fund College Investing Plan 67.33 Enroll Now
28 Delaware Delaware College Investment Plan 67.54 Enroll Now
28 New Hampshire UNIQUE College Investing Plan 67.54 Enroll Now
29 South Dakota CollegeAccess 529 (Direct-sold) 68.46 Plan Details
30 West Virginia SMART529 Select 70.90 Plan Details
31 New Mexico The Education Plan's College Savings Program 85.72 Enroll Now
- Alabama CollegeCounts 529 Fund NA Enroll Now
- California The ScholarShare College Savings Plan NA Enroll Now
- Georgia Path2College 529 Plan NA Plan Details
- Hawaii Hawaii's College Savings Program NA Enroll Now
- Idaho Idaho College Savings Program (IDeal) NA Enroll Now
- Illinois Bright Start College Savings Program -- Direct-sold Plan NA Enroll Now
- Indiana CollegeChoice 529 Direct Savings Plan NA Enroll Now
- Maine NextGen College Investing Plan -- Client Direct Series NA Enroll Now
- Minnesota Minnesota College Savings Plan NA Enroll Now
- Mississippi Mississippi Affordable College Savings (MACS) Program NA Enroll Now
- Montana Achieve Montana 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
- New Jersey NJBEST 529 College Savings Plan NA Enroll Now
- North Carolina National College Savings Program NA Enroll Now
- North Dakota College SAVE NA Enroll Now
- Oregon Oregon College Savings Plan NA Plan Details
- Pennsylvania Pennsylvania 529 Investment Plan NA Plan Details
- Rhode Island CollegeBound Saver (Direct-sold) NA Enroll Now
- Tennessee TNStars College Savings 529 Program NA Plan Details
- Texas Texas College Savings Plan NA Enroll Now
- Vermont Vermont Higher Education Investment Plan 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.

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.

Ten-year performance ranking (click here for one-year performance table, three-year performance table, and five-year performance table,) :

Rank State Plan Performance score
1 Utah Utah Educational Savings Plan (UESP) 25.47 Plan Details
2 New York New York's 529 College Savings Program -- Direct Plan 30.70 Enroll Now
3 Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 31.24 Enroll Now
4 Alaska University of Alaska College Savings Plan 31.58 Enroll Now
5 Louisiana START Saving Program 32.37 Plan Details
6 Alaska T. Rowe Price College Savings Plan 32.88 Enroll Now
7 Michigan Michigan Education Savings Program 34.93 Enroll Now
8 Florida Florida 529 Savings Plan 36.20 Enroll Now
9 Nevada USAA 529 College Savings Plan 37.09 Plan Details
10 District of Columbia DC 529 College Savings Program (Direct-sold) 37.92 Plan Details
11 Maryland College Savings Plans of Maryland -- College Investment Plan 40.38 Enroll Now
12 Iowa College Savings Iowa 40.60 Plan Details
13 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 41.92 Enroll Now
14 Colorado Direct Portfolio College Savings Plan 42.35 Enroll Now
15 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 42.63 Enroll Now
16 Virginia Virginia529 inVEST 42.83 Enroll Now
17 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 45.64 Plan Details
18 Nevada The Vanguard 529 Savings Plan 46.45 Plan Details
19 Kansas Schwab 529 College Savings Plan 46.75 Plan Details
20 West Virginia SMART529 WV Direct College Savings Plan 50.09 Plan Details
21 Oklahoma Oklahoma College Savings Plan 50.68 Plan Details
22 Arkansas GIFT College Investing Plan 53.02 Plan Details
23 Connecticut Connecticut Higher Education Trust (CHET) 59.03 Enroll Now
24 Kentucky Kentucky Education Savings Plan Trust 60.36 Enroll Now
25 Arizona Fidelity Arizona College Savings Plan 66.83 Enroll Now
26 Massachusetts U.Fund College Investing Plan 67.33 Enroll Now
28 Delaware Delaware College Investment Plan 67.54 Enroll Now
28 New Hampshire UNIQUE College Investing Plan 67.54 Enroll Now
29 South Dakota CollegeAccess 529 (Direct-sold) 68.46 Plan Details
30 West Virginia SMART529 Select 70.90 Plan Details
31 New Mexico The Education Plan's College Savings Program 85.72 Enroll Now
- Alabama CollegeCounts 529 Fund NA Enroll Now
- California The ScholarShare College Savings Plan NA Enroll Now
- Georgia Path2College 529 Plan NA Plan Details
- Hawaii Hawaii's College Savings Program NA Enroll Now
- Idaho Idaho College Savings Program (IDeal) NA Enroll Now
- Illinois Bright Start College Savings Program -- Direct-sold Plan NA Enroll Now
- Indiana CollegeChoice 529 Direct Savings Plan NA Enroll Now
- Maine NextGen College Investing Plan -- Client Direct Series NA Enroll Now
- Minnesota Minnesota College Savings Plan NA Enroll Now
- Mississippi Mississippi Affordable College Savings (MACS) Program NA Enroll Now
- Montana Achieve Montana 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
- New Jersey NJBEST 529 College Savings Plan NA Enroll Now
- North Carolina National College Savings Program NA Enroll Now
- North Dakota College SAVE NA Enroll Now
- Oregon Oregon College Savings Plan NA Plan Details
- Pennsylvania Pennsylvania 529 Investment Plan NA Plan Details
- Rhode Island CollegeBound Saver (Direct-sold) NA Enroll Now
- Tennessee TNStars College Savings 529 Program NA Plan Details
- Texas Texas College Savings Plan NA Enroll Now
- Vermont Vermont Higher Education Investment Plan 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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