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COLLEGE SAVINGS 101

2013 Top Advisor-sold 529 Plans Q3
http://www.savingforcollege.com/articles/top-five-advisor-sold-529-plans-q3

Posted: 2013-11-19

Savingforcollege.com's 529 Performance Rankings as of September 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. West Virginia: The Hartford SMART529
  2. Arizona: Ivy Funds InvestEd Plan
  3. New Jersey: Franklin Templeton 529 College Savings Plan
  4. Illinois: Bright Directions College Savings Program
  5. District of Columbia: DC 529 College Savings Program (Advisor-sold)

1-year performance, including sales charges (POP)

  1. Illinois: Bright Directions College Savings Program
  2. District of Columbia: DC 529 College Savings Program (Advisor-sold)
  3. Arizona: Ivy Funds InvestEd Plan
  4. Colorado: Scholars Choice College Savings Program
  5. Connecticut: Connecticut Higher Education Trust (CHET) Advisor 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 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. Maine: NextGen College Investing Plan -- Client Select Series
  4. West Virginia: The Hartford SMART529
  5. South Carolina: Future Scholar 529 College Savings Plan (Advisor-sold)

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. Maine: NextGen College Investing Plan -- Client Select Series
  5. Arizona: Ivy Funds InvestEd 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 5-year performance.

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

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

5-year performance, including sales charges (POP)

  1. Colorado: Scholars Choice College Savings Program
  2. Alaska: John Hancock Freedom 529
  3. Maine: NextGen College Investing Plan -- Client Select Series
  4. Oregon: MFS 529 Savings Plan
  5. Arizona: Ivy Funds InvestEd 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 10-year performance.

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

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

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. 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. West Virginia: The Hartford SMART529 (Class E)
  2. Illinois: Bright Directions College Savings Program (Class F)
  3. South Carolina: Future Scholar 529 College Savings Plan (Class Z)

3-year performance

  1. Colorado: Scholars Choice College Savings Program (Class O)
  2. West Virginia: The Hartford SMART529 (Class E)
  3. South Carolina: Future Scholar 529 College Savings Plan (Class Z)

5-year performance

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

10-year performance

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

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 September 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. West Virginia: The Hartford SMART529
  2. Arizona: Ivy Funds InvestEd Plan
  3. New Jersey: Franklin Templeton 529 College Savings Plan
  4. Illinois: Bright Directions College Savings Program
  5. District of Columbia: DC 529 College Savings Program (Advisor-sold)

1-year performance, including sales charges (POP)

  1. Illinois: Bright Directions College Savings Program
  2. District of Columbia: DC 529 College Savings Program (Advisor-sold)
  3. Arizona: Ivy Funds InvestEd Plan
  4. Colorado: Scholars Choice College Savings Program
  5. Connecticut: Connecticut Higher Education Trust (CHET) Advisor 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 3-year performance.

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

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

5-year performance, including sales charges (POP)

  1. Colorado: Scholars Choice College Savings Program
  2. Alaska: John Hancock Freedom 529
  3. Maine: NextGen College Investing Plan -- Client Select Series
  4. Oregon: MFS 529 Savings Plan
  5. Arizona: Ivy Funds InvestEd 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 10-year performance.

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

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

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. 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.

 
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