COLLEGE SAVINGS 101

Savingforcollege.com

2013 Top Advisor-sold 529 Plans Q2
http://www.savingforcollege.com/articles/top-five-advisor-sold-529-plans-q2

Posted: 2013-08-13

Savingforcollege.com's 529 Performance Rankings as of June 30, 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. District of Columbia: DC 529 College Savings Program (Advisor-sold)
  2. Nevada: Putnam 529 for America
  3. Colorado: Scholars Choice College Savings Program
  4. Connecticut: Connecticut Higher Education Trust (CHET) Advisor College Savings Plan
  5. Maine: NextGen College Investing Plan -- Client Select Series

1-year performance, including sales charges (POP)

  1. District of Columbia: DC 529 College Savings Program (Advisor-sold)
  2. Colorado: Scholars Choice College Savings Program
  3. Illinois: Bright Directions College Savings Program
  4. Connecticut: Connecticut Higher Education Trust (CHET) Advisor College Savings Plan
  5. South Carolina: Future Scholar 529 College Savings Plan (Advisor-sold)

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

Click "Next Page" for 3-year performance.

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. New Jersey: Franklin Templeton 529 College Savings Plan

10-year performance, including sales charges (POP)

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

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

Click "Next Page" for top three performing RIA Channel 529 plans.

Savingforcollege.com's 529 Performance Rankings as of June 30, 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. District of Columbia: DC 529 College Savings Program (Advisor-sold)
  2. Nevada: Putnam 529 for America
  3. Colorado: Scholars Choice College Savings Program
  4. Connecticut: Connecticut Higher Education Trust (CHET) Advisor College Savings Plan
  5. Maine: NextGen College Investing Plan -- Client Select Series

1-year performance, including sales charges (POP)

  1. District of Columbia: DC 529 College Savings Program (Advisor-sold)
  2. Colorado: Scholars Choice College Savings Program
  3. Illinois: Bright Directions College Savings Program
  4. Connecticut: Connecticut Higher Education Trust (CHET) Advisor College Savings Plan
  5. South Carolina: Future Scholar 529 College Savings Plan (Advisor-sold)

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

Click "Next Page" for 3-year performance.

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

  1. Colorado: Scholars Choice College Savings Program
  2. District of Columbia: DC 529 College Savings Program (Advisor-sold)
  3. South Carolina: Future Scholar 529 College Savings Plan (Advisor-sold)
  4. Maine: NextGen College Investing Plan -- Client Select Series
  5. Oklahoma: Oklahoma Dream 529 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. Virginia: CollegeAmerica
  4. Oklahoma: Oklahoma Dream 529 Plan
  5. South Carolina: Future Scholar 529 College Savings Plan (Advisor-sold)

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

Click "Next Page" for 5-year performance.

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

  1. Colorado: Scholars Choice College Savings Program
  2. Maine: NextGen College Investing Plan -- Client Select Series
  3. Virginia: CollegeAmerica
  4. Alaska: John Hancock Freedom 529
  5. Oregon: MFS 529 Savings Plan

5-year performance, including sales charges (POP)

  1. Colorado: Scholars Choice College Savings Program
  2. Virginia: CollegeAmerica
  3. Maine: NextGen College Investing Plan -- Client Select Series
  4. District of Columbia: DC 529 College Savings Program (Advisor-sold)
  5. Alaska: John Hancock Freedom 529

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

Click "Next Page" for 10-year performance.

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. New Jersey: Franklin Templeton 529 College Savings Plan

10-year performance, including sales charges (POP)

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

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

Click "Next Page" for top three performing RIA Channel 529 plans.

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

1-year performance

  1. Connecticut: Connecticut Higher Education Trust (CHET) Advisor College Savings Plan (Class E)
  2. South Carolina: Future Scholar 529 College Savings Plan (Class Z)
  3. West Virginia: The Hartford SMART529 (Class E)

3-year performance

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

5-year performance

  1. Kansas: Schwab 529 College Savings Plan
  2. Colorado: Scholars Choice College Savings Program (Class O)
  3. Virginia: CollegeAmerica (Class 529-F)

10-year performance

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

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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