COLLEGE SAVINGS 101

2017 three-year top performing direct plans Q1
https://www.savingforcollege.com/articles/2017-3-year-top-performing-direct-plans-q1-332

Posted: 2017-05-17

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 March 31, 2017 for Direct-sold 529 plans.

Three-year performance ranking (click here for one-year performance table, five-year performance table, and ten-year performance table):

Rank State Plan Performance score
1 New York New York's 529 College Savings Program -- Direct Plan 22.38 Enroll Now
2 California The ScholarShare College Savings Plan 22.79 Enroll Now
3 Tennessee TNStars College Savings 529 Program 23.46 Plan Details
4 Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 25.83 Enroll Now
5 Michigan Michigan Education Savings Program 26.53 Enroll Now
6 Louisiana START Saving Program 30.46 Plan Details
7 West Virginia SMART529 WV Direct College Savings Plan 30.47 Plan Details
8 Maine NextGen College Investing Plan -- Client Direct Series 30.48 Enroll Now
9 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 30.71 Enroll Now
10 Georgia Path2College 529 Plan 31.59 Enroll Now
11 Pennsylvania Pennsylvania 529 Investment Plan 32.03 Plan Details
12 Wisconsin Edvest 32.52 Enroll Now
13 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 32.77 Plan Details
14 Alaska University of Alaska College Savings Plan 33.38 Enroll Now
15 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 33.60 Enroll Now
16 Florida Florida 529 Savings Plan 34.14 Plan Details
17 Alaska T. Rowe Price College Savings Plan 34.49 Enroll Now
18 Colorado Direct Portfolio College Savings Plan 35.23 Enroll Now
19 Iowa College Savings Iowa 36.23 Enroll Now
20 Virginia Virginia529 inVEST 36.38 Enroll Now
21 Minnesota Minnesota College Savings Plan 36.63 Enroll Now
22 Nevada The Vanguard 529 Savings Plan 36.86 Plan Details
23 Oklahoma Oklahoma College Savings Plan 37.60 Plan Details
24 Utah Utah Educational Savings Plan (UESP) 39.43 Plan Details
25 Mississippi Mississippi Affordable College Savings (MACS) Program 40.41 Plan Details
26 Indiana CollegeChoice 529 Direct Savings Plan 41.15 Enroll Now
27 Kentucky Kentucky Education Savings Plan Trust 42.09 Enroll Now
28 Nebraska TD Ameritrade 529 College Savings Plan 42.19 Plan Details
29 Illinois Bright Start College Savings Program -- Direct-sold Plan 42.60 Enroll Now
30 North Carolina National College Savings Program 42.73 Enroll Now
31 Hawaii Hawaii's College Savings Program 42.92 Enroll Now
32 Idaho Idaho College Savings Program (IDeal) 44.62 Enroll Now
33 New Mexico The Education Plan's College Savings Program 45.08 Enroll Now
34 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 47.15 Enroll Now
35 Maryland Maryland 529 -- College Investment Plan 47.29 Plan Details
36 North Dakota College SAVE 48.07 Enroll Now
37 Arkansas GIFT College Investing Plan 48.90 Plan Details
38 Nevada SSGA Upromise 529 Plan 49.93 Plan Details
39 Connecticut Connecticut Higher Education Trust (CHET) 52.10 Enroll Now
40 New Hampshire UNIQUE College Investing Plan 53.28 Enroll Now
41 Alabama CollegeCounts 529 Fund 53.32 Enroll Now
42 Delaware Delaware College Investment Plan 53.33 Enroll Now
43 Massachusetts U.Fund College Investing Plan 53.54 Enroll Now
44 Arizona Fidelity Arizona College Savings Plan 53.55 Enroll Now
45 Texas Texas College Savings Plan 59.31 Plan Details
46 Oregon Oregon College Savings Plan 60.91 Enroll Now
47 Nevada USAA 529 College Savings Plan 61.10 Plan Details
48 New Jersey NJBEST 529 College Savings Plan 63.46 Enroll Now
49 Kansas Schwab 529 College Savings Plan 65.39 Plan Details
50 West Virginia SMART529 Select 73.57 Plan Details
51 South Dakota CollegeAccess 529 (Direct-sold) 79.03 Plan Details
- District of Columbia DC 529 College Savings Plan NA Enroll Now
- Montana Achieve Montana NA Plan Details
- 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.

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 March 31, 2017 for Direct-sold 529 plans.

Three-year performance ranking (click here for one-year performance table, five-year performance table, and ten-year performance table):

Rank State Plan Performance score
1 New York New York's 529 College Savings Program -- Direct Plan 22.38 Enroll Now
2 California The ScholarShare College Savings Plan 22.79 Enroll Now
3 Tennessee TNStars College Savings 529 Program 23.46 Plan Details
4 Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 25.83 Enroll Now
5 Michigan Michigan Education Savings Program 26.53 Enroll Now
6 Louisiana START Saving Program 30.46 Plan Details
7 West Virginia SMART529 WV Direct College Savings Plan 30.47 Plan Details
8 Maine NextGen College Investing Plan -- Client Direct Series 30.48 Enroll Now
9 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 30.71 Enroll Now
10 Georgia Path2College 529 Plan 31.59 Enroll Now
11 Pennsylvania Pennsylvania 529 Investment Plan 32.03 Plan Details
12 Wisconsin Edvest 32.52 Enroll Now
13 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 32.77 Plan Details
14 Alaska University of Alaska College Savings Plan 33.38 Enroll Now
15 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 33.60 Enroll Now
16 Florida Florida 529 Savings Plan 34.14 Plan Details
17 Alaska T. Rowe Price College Savings Plan 34.49 Enroll Now
18 Colorado Direct Portfolio College Savings Plan 35.23 Enroll Now
19 Iowa College Savings Iowa 36.23 Enroll Now
20 Virginia Virginia529 inVEST 36.38 Enroll Now
21 Minnesota Minnesota College Savings Plan 36.63 Enroll Now
22 Nevada The Vanguard 529 Savings Plan 36.86 Plan Details
23 Oklahoma Oklahoma College Savings Plan 37.60 Plan Details
24 Utah Utah Educational Savings Plan (UESP) 39.43 Plan Details
25 Mississippi Mississippi Affordable College Savings (MACS) Program 40.41 Plan Details
26 Indiana CollegeChoice 529 Direct Savings Plan 41.15 Enroll Now
27 Kentucky Kentucky Education Savings Plan Trust 42.09 Enroll Now
28 Nebraska TD Ameritrade 529 College Savings Plan 42.19 Plan Details
29 Illinois Bright Start College Savings Program -- Direct-sold Plan 42.60 Enroll Now
30 North Carolina National College Savings Program 42.73 Enroll Now
31 Hawaii Hawaii's College Savings Program 42.92 Enroll Now
32 Idaho Idaho College Savings Program (IDeal) 44.62 Enroll Now
33 New Mexico The Education Plan's College Savings Program 45.08 Enroll Now
34 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 47.15 Enroll Now
35 Maryland Maryland 529 -- College Investment Plan 47.29 Plan Details
36 North Dakota College SAVE 48.07 Enroll Now
37 Arkansas GIFT College Investing Plan 48.90 Plan Details
38 Nevada SSGA Upromise 529 Plan 49.93 Plan Details
39 Connecticut Connecticut Higher Education Trust (CHET) 52.10 Enroll Now
40 New Hampshire UNIQUE College Investing Plan 53.28 Enroll Now
41 Alabama CollegeCounts 529 Fund 53.32 Enroll Now
42 Delaware Delaware College Investment Plan 53.33 Enroll Now
43 Massachusetts U.Fund College Investing Plan 53.54 Enroll Now
44 Arizona Fidelity Arizona College Savings Plan 53.55 Enroll Now
45 Texas Texas College Savings Plan 59.31 Plan Details
46 Oregon Oregon College Savings Plan 60.91 Enroll Now
47 Nevada USAA 529 College Savings Plan 61.10 Plan Details
48 New Jersey NJBEST 529 College Savings Plan 63.46 Enroll Now
49 Kansas Schwab 529 College Savings Plan 65.39 Plan Details
50 West Virginia SMART529 Select 73.57 Plan Details
51 South Dakota CollegeAccess 529 (Direct-sold) 79.03 Plan Details
- District of Columbia DC 529 College Savings Plan NA Enroll Now
- Montana Achieve Montana NA Plan Details
- 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.

 

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