SHORTCUTS

529 Plan Details:

Enter your state:

World's Simplest College Calculator:

How old is your child?

Find a 529 Pro:

Enter your zip code:

Enroll In a 529 Plan:

View a list of participating plans

OPTIONS

COLLEGE SAVINGS 101

2013 Top 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.

More Featured Articles