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2016 five-year top performing direct plans Q3
http://www.savingforcollege.com/articles/2016-5-year-top-performing-direct-plans-q3-333

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 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 "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.

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

Rank State Plan Performance score
1 Alaska T. Rowe Price College Savings Plan 25.10 Enroll Now
2 Alaska University of Alaska College Savings Plan 26.13 Enroll Now
3 District of Columbia DC 529 College Savings Program (Direct-sold) 26.61 Plan Details
4 New York New York's 529 College Savings Program -- Direct Plan 29.79 Enroll Now
5 Maine NextGen College Investing Plan -- Client Direct Series 31.15 Enroll Now
6 Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 34.28 Enroll Now
7 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 34.62 Enroll Now
8 West Virginia SMART529 WV Direct College Savings Plan 35.16 Plan Details
9 Michigan Michigan Education Savings Program 36.79 Enroll Now
10 Virginia Virginia529 inVEST 38.51 Enroll Now
11 Florida Florida 529 Savings Plan 41.83 Enroll Now
12 Maryland College Savings Plans of Maryland -- College Investment Plan 41.92 Plan Details
13 Utah Utah Educational Savings Plan (UESP) 42.27 Plan Details
14 Colorado Direct Portfolio College Savings Plan 43.24 Enroll Now
15 Delaware Delaware College Investment Plan 44.43 Enroll Now
16 Arizona Fidelity Arizona College Savings Plan 44.96 Enroll Now
17 Louisiana START Saving Program 44.96 Plan Details
18 Oklahoma Oklahoma College Savings Plan 45.11 Plan Details
19 Massachusetts U.Fund College Investing Plan 45.16 Enroll Now
20 New Hampshire UNIQUE College Investing Plan 45.42 Enroll Now
21 Pennsylvania Pennsylvania 529 Investment Plan 45.42 Plan Details
22 Illinois Bright Start College Savings Program -- Direct-sold Plan 46.02 Enroll Now
23 Nevada The Vanguard 529 Savings Plan 46.10 Plan Details
24 Hawaii Hawaii's College Savings Program 46.34 Enroll Now
25 Iowa College Savings Iowa 47.35 Plan Details
26 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 48.16 Enroll Now
27 Oregon Oregon College Savings Plan 48.54 Enroll Now
28 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 50.37 Plan Details
29 New Mexico The Education Plan's College Savings Program 52.63 Enroll Now
30 Minnesota Minnesota College Savings Plan 52.69 Enroll Now
31 Indiana CollegeChoice 529 Direct Savings Plan 52.94 Enroll Now
32 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 53.47 Enroll Now
33 Nebraska TD Ameritrade 529 College Savings Plan 54.23 Plan Details
34 Idaho Idaho College Savings Program (IDeal) 57.88 Enroll Now
35 Arkansas GIFT College Investing Plan 58.12 Plan Details
36 New Jersey NJBEST 529 College Savings Plan 59.67 Enroll Now
37 West Virginia SMART529 Select 62.26 Plan Details
38 Alabama CollegeCounts 529 Fund 62.46 Enroll Now
39 Kentucky Kentucky Education Savings Plan Trust 62.56 Enroll Now
40 Connecticut Connecticut Higher Education Trust (CHET) 65.06 Enroll Now
41 Nevada USAA 529 College Savings Plan 66.53 Plan Details
42 South Dakota CollegeAccess 529 (Direct-sold) 67.80 Plan Details
43 Texas Texas College Savings Plan 67.89 Enroll Now
44 Kansas Schwab 529 College Savings Plan 68.63 Plan Details
- California The ScholarShare College Savings Plan NA Enroll Now
- Georgia Path2College 529 Plan NA Plan Details
- Mississippi Mississippi Affordable College Savings (MACS) Program NA Enroll Now
- Montana Achieve Montana NA Plan Details
- Nevada SSGA Upromise 529 Plan NA Plan Details
- North Carolina National College Savings Program NA Enroll Now
- North Dakota College SAVE NA Enroll Now
- Rhode Island CollegeBound Saver (Direct-sold) NA Enroll Now
- Tennessee TNStars College Savings 529 Program NA Plan Details
- 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.

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 "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.

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

Rank State Plan Performance score
1 Alaska T. Rowe Price College Savings Plan 25.10 Enroll Now
2 Alaska University of Alaska College Savings Plan 26.13 Enroll Now
3 District of Columbia DC 529 College Savings Program (Direct-sold) 26.61 Plan Details
4 New York New York's 529 College Savings Program -- Direct Plan 29.79 Enroll Now
5 Maine NextGen College Investing Plan -- Client Direct Series 31.15 Enroll Now
6 Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 34.28 Enroll Now
7 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 34.62 Enroll Now
8 West Virginia SMART529 WV Direct College Savings Plan 35.16 Plan Details
9 Michigan Michigan Education Savings Program 36.79 Enroll Now
10 Virginia Virginia529 inVEST 38.51 Enroll Now
11 Florida Florida 529 Savings Plan 41.83 Enroll Now
12 Maryland College Savings Plans of Maryland -- College Investment Plan 41.92 Plan Details
13 Utah Utah Educational Savings Plan (UESP) 42.27 Plan Details
14 Colorado Direct Portfolio College Savings Plan 43.24 Enroll Now
15 Delaware Delaware College Investment Plan 44.43 Enroll Now
16 Arizona Fidelity Arizona College Savings Plan 44.96 Enroll Now
17 Louisiana START Saving Program 44.96 Plan Details
18 Oklahoma Oklahoma College Savings Plan 45.11 Plan Details
19 Massachusetts U.Fund College Investing Plan 45.16 Enroll Now
20 New Hampshire UNIQUE College Investing Plan 45.42 Enroll Now
21 Pennsylvania Pennsylvania 529 Investment Plan 45.42 Plan Details
22 Illinois Bright Start College Savings Program -- Direct-sold Plan 46.02 Enroll Now
23 Nevada The Vanguard 529 Savings Plan 46.10 Plan Details
24 Hawaii Hawaii's College Savings Program 46.34 Enroll Now
25 Iowa College Savings Iowa 47.35 Plan Details
26 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 48.16 Enroll Now
27 Oregon Oregon College Savings Plan 48.54 Enroll Now
28 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 50.37 Plan Details
29 New Mexico The Education Plan's College Savings Program 52.63 Enroll Now
30 Minnesota Minnesota College Savings Plan 52.69 Enroll Now
31 Indiana CollegeChoice 529 Direct Savings Plan 52.94 Enroll Now
32 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 53.47 Enroll Now
33 Nebraska TD Ameritrade 529 College Savings Plan 54.23 Plan Details
34 Idaho Idaho College Savings Program (IDeal) 57.88 Enroll Now
35 Arkansas GIFT College Investing Plan 58.12 Plan Details
36 New Jersey NJBEST 529 College Savings Plan 59.67 Enroll Now
37 West Virginia SMART529 Select 62.26 Plan Details
38 Alabama CollegeCounts 529 Fund 62.46 Enroll Now
39 Kentucky Kentucky Education Savings Plan Trust 62.56 Enroll Now
40 Connecticut Connecticut Higher Education Trust (CHET) 65.06 Enroll Now
41 Nevada USAA 529 College Savings Plan 66.53 Plan Details
42 South Dakota CollegeAccess 529 (Direct-sold) 67.80 Plan Details
43 Texas Texas College Savings Plan 67.89 Enroll Now
44 Kansas Schwab 529 College Savings Plan 68.63 Plan Details
- California The ScholarShare College Savings Plan NA Enroll Now
- Georgia Path2College 529 Plan NA Plan Details
- Mississippi Mississippi Affordable College Savings (MACS) Program NA Enroll Now
- Montana Achieve Montana NA Plan Details
- Nevada SSGA Upromise 529 Plan NA Plan Details
- North Carolina National College Savings Program NA Enroll Now
- North Dakota College SAVE NA Enroll Now
- Rhode Island CollegeBound Saver (Direct-sold) NA Enroll Now
- Tennessee TNStars College Savings 529 Program NA Plan Details
- 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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