COLLEGE SAVINGS 101

Savingforcollege.com

2016 one-year top performing direct plans Q2
http://www.savingforcollege.com/articles/2016-one-year-top-performing-direct-plans-q2-331

Posted: 2016-08-29

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 June 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 Michigan Michigan Education Savings Program 21.17 Enroll Now
2 Tennessee TNStars College Savings 529 Program 23.86 Plan Details
3 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 25.27 Enroll Now
4 New York New York's 529 College Savings Program -- Direct Plan 27.21 Enroll Now
5 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 27.92 Enroll Now
6 Virginia Virginia529 inVEST 28.79 Enroll Now
7 Louisiana START Saving Program 29.08 Plan Details
8 Pennsylvania Pennsylvania 529 Investment Plan 29.63 Plan Details
9 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 29.76 Plan Details
10 Minnesota Minnesota College Savings Plan 29.76 Enroll Now
11 Mississippi Mississippi Affordable College Savings (MACS) Program 30.49 Plan Details
12 West Virginia SMART529 WV Direct College Savings Plan 31.26 Plan Details
13 Iowa College Savings Iowa 31.84 Enroll Now
14 Georgia Path2College 529 Plan 32.05 Enroll Now
15 Colorado Direct Portfolio College Savings Plan 32.50 Enroll Now
16 Nebraska TD Ameritrade 529 College Savings Plan 32.67 Plan Details
17 Hawaii Hawaii's College Savings Program 33.78 Enroll Now
18 Illinois Bright Start College Savings Program -- Direct-sold Plan 34.28 Enroll Now
19 Nevada SSGA Upromise 529 Plan 35.59 Plan Details
20 North Carolina National College Savings Program 35.66 Enroll Now
21 Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 36.44 Enroll Now
22 Idaho Idaho College Savings Program (IDeal) 36.76 Enroll Now
23 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 36.89 Enroll Now
24 California The ScholarShare College Savings Plan 37.19 Enroll Now
25 Alabama CollegeCounts 529 Fund 37.38 Enroll Now
26 Wisconsin Edvest 37.92 Enroll Now
27 Alaska University of Alaska College Savings Plan 38.15 Enroll Now
28 Oklahoma Oklahoma College Savings Plan 39.26 Plan Details
29 Maine NextGen College Investing Plan -- Client Direct Series 39.63 Enroll Now
30 District of Columbia DC 529 College Savings Program (Direct-sold) 39.68 Enroll Now
31 Nevada The Vanguard 529 Savings Plan 39.78 Plan Details
32 Arkansas GIFT College Investing Plan 41.36 Plan Details
33 Kentucky Kentucky Education Savings Plan Trust 41.47 Enroll Now
34 Florida Florida 529 Savings Plan 41.81 Enroll Now
35 Utah Utah Educational Savings Plan (UESP) 41.96 Plan Details
36 Alaska T. Rowe Price College Savings Plan 44.19 Enroll Now
37 Indiana CollegeChoice 529 Direct Savings Plan 45.48 Enroll Now
38 Oregon Oregon College Savings Plan 49.68 Enroll Now
39 New Mexico The Education Plan's College Savings Program 51.70 Enroll Now
40 Arizona Fidelity Arizona College Savings Plan 53.10 Enroll Now
41 Massachusetts U.Fund College Investing Plan 53.27 Enroll Now
42 Delaware Delaware College Investment Plan 53.33 Enroll Now
43 New Hampshire UNIQUE College Investing Plan 53.37 Enroll Now
44 Texas Texas College Savings Plan 54.43 Enroll Now
45 Maryland College Savings Plans of Maryland -- College Investment Plan 55.74 Plan Details
46 Connecticut Connecticut Higher Education Trust (CHET) 57.42 Enroll Now
47 Kansas Schwab 529 College Savings Plan 57.44 Plan Details
48 Rhode Island CollegeBoundFund (Direct-sold, Alternative RI) 61.21 Enroll Now
49 West Virginia SMART529 Select 66.71 Plan Details
50 Nevada USAA 529 College Savings Plan 74.21 Plan Details
51 North Dakota College SAVE 78.44 Enroll Now
52 New Jersey NJBEST 529 College Savings Plan 81.48 Enroll Now
53 South Dakota CollegeAccess 529 (Direct-sold) 83.69 Plan Details
- Montana Achieve Montana NA Plan Details
- 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 June 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 Michigan Michigan Education Savings Program 21.17 Enroll Now
2 Tennessee TNStars College Savings 529 Program 23.86 Plan Details
3 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 25.27 Enroll Now
4 New York New York's 529 College Savings Program -- Direct Plan 27.21 Enroll Now
5 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 27.92 Enroll Now
6 Virginia Virginia529 inVEST 28.79 Enroll Now
7 Louisiana START Saving Program 29.08 Plan Details
8 Pennsylvania Pennsylvania 529 Investment Plan 29.63 Plan Details
9 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 29.76 Plan Details
10 Minnesota Minnesota College Savings Plan 29.76 Enroll Now
11 Mississippi Mississippi Affordable College Savings (MACS) Program 30.49 Plan Details
12 West Virginia SMART529 WV Direct College Savings Plan 31.26 Plan Details
13 Iowa College Savings Iowa 31.84 Enroll Now
14 Georgia Path2College 529 Plan 32.05 Enroll Now
15 Colorado Direct Portfolio College Savings Plan 32.50 Enroll Now
16 Nebraska TD Ameritrade 529 College Savings Plan 32.67 Plan Details
17 Hawaii Hawaii's College Savings Program 33.78 Enroll Now
18 Illinois Bright Start College Savings Program -- Direct-sold Plan 34.28 Enroll Now
19 Nevada SSGA Upromise 529 Plan 35.59 Plan Details
20 North Carolina National College Savings Program 35.66 Enroll Now
21 Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 36.44 Enroll Now
22 Idaho Idaho College Savings Program (IDeal) 36.76 Enroll Now
23 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 36.89 Enroll Now
24 California The ScholarShare College Savings Plan 37.19 Enroll Now
25 Alabama CollegeCounts 529 Fund 37.38 Enroll Now
26 Wisconsin Edvest 37.92 Enroll Now
27 Alaska University of Alaska College Savings Plan 38.15 Enroll Now
28 Oklahoma Oklahoma College Savings Plan 39.26 Plan Details
29 Maine NextGen College Investing Plan -- Client Direct Series 39.63 Enroll Now
30 District of Columbia DC 529 College Savings Program (Direct-sold) 39.68 Enroll Now
31 Nevada The Vanguard 529 Savings Plan 39.78 Plan Details
32 Arkansas GIFT College Investing Plan 41.36 Plan Details
33 Kentucky Kentucky Education Savings Plan Trust 41.47 Enroll Now
34 Florida Florida 529 Savings Plan 41.81 Enroll Now
35 Utah Utah Educational Savings Plan (UESP) 41.96 Plan Details
36 Alaska T. Rowe Price College Savings Plan 44.19 Enroll Now
37 Indiana CollegeChoice 529 Direct Savings Plan 45.48 Enroll Now
38 Oregon Oregon College Savings Plan 49.68 Enroll Now
39 New Mexico The Education Plan's College Savings Program 51.70 Enroll Now
40 Arizona Fidelity Arizona College Savings Plan 53.10 Enroll Now
41 Massachusetts U.Fund College Investing Plan 53.27 Enroll Now
42 Delaware Delaware College Investment Plan 53.33 Enroll Now
43 New Hampshire UNIQUE College Investing Plan 53.37 Enroll Now
44 Texas Texas College Savings Plan 54.43 Enroll Now
45 Maryland College Savings Plans of Maryland -- College Investment Plan 55.74 Plan Details
46 Connecticut Connecticut Higher Education Trust (CHET) 57.42 Enroll Now
47 Kansas Schwab 529 College Savings Plan 57.44 Plan Details
48 Rhode Island CollegeBoundFund (Direct-sold, Alternative RI) 61.21 Enroll Now
49 West Virginia SMART529 Select 66.71 Plan Details
50 Nevada USAA 529 College Savings Plan 74.21 Plan Details
51 North Dakota College SAVE 78.44 Enroll Now
52 New Jersey NJBEST 529 College Savings Plan 81.48 Enroll Now
53 South Dakota CollegeAccess 529 (Direct-sold) 83.69 Plan Details
- Montana Achieve Montana NA Plan Details
- 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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