COLLEGE SAVINGS 101

Savingforcollege.com

2013 Top Advisor-sold 529 Plans Q1
http://www.savingforcollege.com/articles/top-five-advisor-sold-529-plans

Posted: 2013-05-15

Savingforcollege.com's 529 Performance Rankings as of March 31, 2013 are now available. The full set of rankings, plan scores, and underlying data is available to premium subscribers clicking HERE.

Here are the top-five, advisor-sold 529 plans based on their "composite" rankings:

1-year performance, not including sales charges (NAV)

  1. Colorado: Scholars Choice College Savings Program
  2. Michigan: MI 529 Advisor
  3. Connecticut: Connecticut Higher Education Trust (CHET) Advisor College Savings Plan
  4. Virginia: CollegeAmerica
  5. Oregon: MFS 529 Savings Plan

1-year performance, including sales charges (POP)

  1. Colorado: Scholars Choice College Savings Program
  2. District of Columbia: DC 529 College Savings Program (Advisor-sold)
  3. Illinois: Bright Directions College Savings Program
  4. Virginia: CollegeAmerica
  5. Michigan: MI 529 Advisor

3-year performance, not including sales charges (NAV)

  1. Colorado: Scholars Choice College Savings Program
  2. Oregon: MFS 529 Savings Plan
  3. Oklahoma: Oklahoma Dream 529 Plan
  4. District of Columbia: DC 529 College Savings Program (Advisor-sold)
  5. Missouri: MOST - Missouri's 529 Advisor Plan

3-year performance, including sales charges (POP)

  1. Colorado: Scholars Choice College Savings Program
  2. District of Columbia: DC 529 College Savings Program (Advisor-sold)
  3. Oklahoma: Oklahoma Dream 529 Plan
  4. Virginia: CollegeAmerica
  5. Missouri: MOST - Missouri's 529 Advisor Plan

5-year performance, not including sales charges (NAV)

  1. Missouri: MOST - Missouri's 529 Advisor Plan
  2. Oregon: MFS 529 Savings Plan
  3. Maine: NextGen College Investing Plan -- Client Select Series
  4. Arizona: Ivy Funds InvestEd Plan
  5. Alaska: John Hancock Freedom 529

5-year performance, including sales charges (POP)

  1. Missouri: MOST - Missouri's 529 Advisor Plan
  2. Colorado: Scholars Choice College Savings Program
  3. Oregon: MFS 529 Savings Plan
  4. Arizona: Ivy Funds InvestEd Plan
  5. Maine: NextGen College Investing Plan -- Client Select Series

10-year performance, not including sales charges (NAV)

  1. Alaska: John Hancock Freedom 529
  2. Virginia: CollegeAmerica
  3. South Carolina: Future Scholar 529 College Savings Plan (Advisor-sold)
  4. Oregon: MFS 529 Savings Plan
  5. West Virginia: The Hartford SMART529

10-year performance, including sales charges (POP)

  1. Alaska: John Hancock Freedom 529
  2. Virginia: CollegeAmerica
  3. South Carolina: Future Scholar 529 College Savings Plan (Advisor-sold)
  4. Oregon: MFS 529 Savings Plan
  5. Rhode Island: CollegeBoundfund (Advisor-sold)

Here are the top three performing RIA Channel 529 Plans for one, three, five, and ten years:

1-year performance

  1. Colorado: Scholars Choice College Savings Program (Class O)
  2. Connecticut: Connecticut Higher Education Trust (CHET) Advisor College Savings Plan (Class E)
  3. Virginia: CollegeAmerica (Class 529-F)

3-year performance

  1. Colorado: Scholars Choice College Savings Program (Class O)
  2. South Carolina: Future Scholar 529 College Savings Plan (Class Z)
  3. Virginia: CollegeAmerica (Class 529-F)

5-year performance

  1. Kansas: Schwab 529 College Savings Plan
  2. South Carolina: Future Scholar 529 College Savings Plan (Class Z)
  3. Virginia: CollegeAmerica (Class 529-F)

10-year performance

  1. Virginia: CollegeAmerica (Class 529-F)
  2. West Virginia: The Hartford SMART529 (Class E)
  3. Rhode Island: CollegeBoundfund (Class R)

Here's a reminder that past performance is not a guarantee of future returns. Our ranking methodology is described in our white paper.

Savingforcollege.com's 529 Performance Rankings as of March 31, 2013 are now available. The full set of rankings, plan scores, and underlying data is available to premium subscribers clicking HERE.

Here are the top-five, advisor-sold 529 plans based on their "composite" rankings:

1-year performance, not including sales charges (NAV)

  1. Colorado: Scholars Choice College Savings Program
  2. Michigan: MI 529 Advisor
  3. Connecticut: Connecticut Higher Education Trust (CHET) Advisor College Savings Plan
  4. Virginia: CollegeAmerica
  5. Oregon: MFS 529 Savings Plan

1-year performance, including sales charges (POP)

  1. Colorado: Scholars Choice College Savings Program
  2. District of Columbia: DC 529 College Savings Program (Advisor-sold)
  3. Illinois: Bright Directions College Savings Program
  4. Virginia: CollegeAmerica
  5. Michigan: MI 529 Advisor

3-year performance, not including sales charges (NAV)

  1. Colorado: Scholars Choice College Savings Program
  2. Oregon: MFS 529 Savings Plan
  3. Oklahoma: Oklahoma Dream 529 Plan
  4. District of Columbia: DC 529 College Savings Program (Advisor-sold)
  5. Missouri: MOST - Missouri's 529 Advisor Plan

3-year performance, including sales charges (POP)

  1. Colorado: Scholars Choice College Savings Program
  2. District of Columbia: DC 529 College Savings Program (Advisor-sold)
  3. Oklahoma: Oklahoma Dream 529 Plan
  4. Virginia: CollegeAmerica
  5. Missouri: MOST - Missouri's 529 Advisor Plan

5-year performance, not including sales charges (NAV)

  1. Missouri: MOST - Missouri's 529 Advisor Plan
  2. Oregon: MFS 529 Savings Plan
  3. Maine: NextGen College Investing Plan -- Client Select Series
  4. Arizona: Ivy Funds InvestEd Plan
  5. Alaska: John Hancock Freedom 529

5-year performance, including sales charges (POP)

  1. Missouri: MOST - Missouri's 529 Advisor Plan
  2. Colorado: Scholars Choice College Savings Program
  3. Oregon: MFS 529 Savings Plan
  4. Arizona: Ivy Funds InvestEd Plan
  5. Maine: NextGen College Investing Plan -- Client Select Series

10-year performance, not including sales charges (NAV)

  1. Alaska: John Hancock Freedom 529
  2. Virginia: CollegeAmerica
  3. South Carolina: Future Scholar 529 College Savings Plan (Advisor-sold)
  4. Oregon: MFS 529 Savings Plan
  5. West Virginia: The Hartford SMART529

10-year performance, including sales charges (POP)

  1. Alaska: John Hancock Freedom 529
  2. Virginia: CollegeAmerica
  3. South Carolina: Future Scholar 529 College Savings Plan (Advisor-sold)
  4. Oregon: MFS 529 Savings Plan
  5. Rhode Island: CollegeBoundfund (Advisor-sold)

Here are the top three performing RIA Channel 529 Plans for one, three, five, and ten years:

1-year performance

  1. Colorado: Scholars Choice College Savings Program (Class O)
  2. Connecticut: Connecticut Higher Education Trust (CHET) Advisor College Savings Plan (Class E)
  3. Virginia: CollegeAmerica (Class 529-F)

3-year performance

  1. Colorado: Scholars Choice College Savings Program (Class O)
  2. South Carolina: Future Scholar 529 College Savings Plan (Class Z)
  3. Virginia: CollegeAmerica (Class 529-F)

5-year performance

  1. Kansas: Schwab 529 College Savings Plan
  2. South Carolina: Future Scholar 529 College Savings Plan (Class Z)
  3. Virginia: CollegeAmerica (Class 529-F)

10-year performance

  1. Virginia: CollegeAmerica (Class 529-F)
  2. West Virginia: The Hartford SMART529 (Class E)
  3. Rhode Island: CollegeBoundfund (Class R)

Here's a reminder that past performance is not a guarantee of future returns. Our ranking methodology is described in our white paper.

 

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