MISC
529 Performance Rankings
Saving For College's exclusive 529 plan performance rankings show best-to-worst performance results, updated quarterly.
These rankings are based on an analysis and comparison of historical investment performances of age-based and year-of-enrollment portfolios offered by each 529 plan. You can find a complete description of our methodology in our white paper.
The data used in our analysis is provided to us directly by the 529 plan administrators, or obtained from publicly available sources. We make efforts to ensure the accuracy of the data used to produce these rankings, but please note that the performance data has not been verified and may be incomplete and/or inaccurate. You should not rely on these rankings but instead refer to official program disclosures.
June 30, 2024
Direct Sold 529 Plans
1 Yr
performance
3 Yr
performance
5 Yr
performance
10 Yr
performance
Broker Sold 529 Plans (A shares)
1 Yr
performance not including sales charges
3 Yr
performance not including sales charges
5 Yr
performance not including sales charges
10 Yr
performance not including sales charges
1 Yr
performance including sales charges
3 Yr
performance including sales charges
5 Yr
performance including sales charges
10 Yr
performance including sales charges
RIA Channel 529 Plans
1 Yr
performance
3 Yr
performance
5 Yr
performance
10 Yr
performance
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Ameriprise Financial instructions
Consult with your office/branch manager for instructions.
Commonwealth Financial instructions
Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.
LPL Financial instructions
Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.
Morgan Stanley instructions
Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.
Raymond James instructions
Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.
RW Baird instructions
Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.
