COLLEGE SAVINGS 101

Savingforcollege.com

2016 one-year top performing direct plans Q4
http://www.savingforcollege.com/articles/2016-1-year-top-performing-direct-plans-q4-331

Posted: 2017-02-16

Savingforcollege.com ranks the performance of direct-sold 529 plans. Direct-sold plans are those that consumers can enroll in without using a broker. We have prepared one-year, three-year, five-year and ten-year performance tables.

To prepare this ranking, we compared a subset of portfolios from each 529 savings plan. We selected portfolios based on their mix of stocks, bonds and money market funds, which allows for an apples-to-apples comparison in seven asset-allocation categories. The "performance score" determines the ranking.

This ranking could be a useful tool for you when selecting which direct 529 plan might be right for you.

Here are our 529 performance rankings as of December 31, 2016 for Direct-sold 529 plans.

One-year performance ranking (click here for three-year performance table, five-year performance table, and ten-year performance table ):

Rank State Plan Performance score
1
Nevada USAA 529 College Savings Plan 23.18 Plan Details
2
Alaska T. Rowe Price College Savings Plan 31.89 Enroll Now
3
Alaska University of Alaska College Savings Plan 32.71 Enroll Now
4
West Virginia SMART529 WV Direct College Savings Plan 33.71 Plan Details
5
Tennessee TNStars College Savings 529 Program 35.60 Plan Details
6
Virginia Virginia529 inVEST 35.71 Enroll Now
7
Wisconsin Edvest 36.11 Plan Details
8
New York New York's 529 College Savings Program -- Direct Plan 36.34 Enroll Now
9
South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 37.94 Enroll Now
10
Michigan Michigan Education Savings Program 38.67 Plan Details
11
Georgia Path2College 529 Plan 39.36 Enroll Now
12
Indiana CollegeChoice 529 Direct Savings Plan 39.73 Enroll Now
13
West Virginia SMART529 Select 40.35 Plan Details
14
Florida Florida 529 Savings Plan 40.44 Plan Details
15
Louisiana START Saving Program 41.03 Plan Details
16
California The ScholarShare College Savings Plan 41.85 Plan Details
17
Maine NextGen College Investing Plan -- Client Direct Series 41.90 Enroll Now
18
Pennsylvania Pennsylvania 529 Investment Plan 42.22 Plan Details
19
Maryland Maryland 529 -- College Investment Plan 42.37 Enroll Now
20
District of Columbia DC 529 College Savings Program (Direct-sold) 42.76 Enroll Now
21
Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 43.24 Enroll Now
22
Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 43.46 Enroll Now
23
Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 43.91 Enroll Now
24
Texas Texas College Savings Plan 44.48 Enroll Now
25
Mississippi Mississippi Affordable College Savings (MACS) Program 45.07 Plan Details
26
Nebraska TD Ameritrade 529 College Savings Plan 45.40 Plan Details
27
Colorado Direct Portfolio College Savings Plan 45.45 Enroll Now
28
Montana Achieve Montana 45.70 Plan Details
29
Oklahoma Oklahoma College Savings Plan 48.98 Plan Details
30
Utah Utah Educational Savings Plan (UESP) 49.02 Plan Details
31
Nevada The Vanguard 529 Savings Plan 49.11 Enroll Now
32
North Carolina National College Savings Program 50.28 Enroll Now
33
Iowa College Savings Iowa 51.05 Enroll Now
34
Minnesota Minnesota College Savings Plan 51.22 Plan Details
35
Idaho Idaho College Savings Program (IDeal) 51.99 Enroll Now
36
Arkansas GIFT College Investing Plan 52.67 Plan Details
37
Kansas Learning Quest 529 Education Savings Program (Direct-sold) 53.00 Plan Details
38
Hawaii Hawaii's College Savings Program 53.05 Enroll Now
39
Kentucky Kentucky Education Savings Plan Trust 56.11 Plan Details
40
Alabama CollegeCounts 529 Fund 56.84 Enroll Now
41
North Dakota College SAVE 57.04 Enroll Now
42
Illinois Bright Start College Savings Program -- Direct-sold Plan 57.47 Enroll Now
43
Kansas Schwab 529 College Savings Plan 59.16 Plan Details
44
Delaware Delaware College Investment Plan 59.21 Enroll Now
45
Arizona Fidelity Arizona College Savings Plan 59.36 Enroll Now
46
Oregon Oregon College Savings Plan 59.37 Plan Details
47
New Hampshire UNIQUE College Investing Plan 59.60 Enroll Now
48
Massachusetts U.Fund College Investing Plan 59.92 Enroll Now
49
Nevada SSGA Upromise 529 Plan 60.09 Plan Details
50
Connecticut Connecticut Higher Education Trust (CHET) 60.66 Plan Details
51
New Mexico The Education Plan's College Savings Program 61.05 Enroll Now
52
South Dakota CollegeAccess 529 (Direct-sold) 63.51 Plan Details
53
New Jersey NJBEST 529 College Savings Plan 72.01 Plan Details
54
Vermont Vermont Higher Education Investment Plan 72.17 Plan Details
-
Rhode Island CollegeBound Saver (Direct-sold) NA Enroll Now

NA = Not Applicable = Program does not have at least one portfolio with sufficiently-long performance in a minimum of four asset allocation categories under our ranking model.

The Savingforcollege.com plan composite rankings are derived using the plans' relevant portfolio performance in seven unique asset allocation categories. The asset-allocation categories used are: 100 percent equity, 80 percent equity, 60 percent equity, 40 percent equity, 20 percent equity, 100 percent fixed and 100 percent short term. The plan composite ranking is determined by the average of its percentile ranking in the seven categories.

The performance data underlying these rankings represent past performance and are not a guarantee of future performance. Current performance may be lower or higher than the performance data used. A plan portfolio's investment return and principal value will fluctuate so that an investor's shares or units when redeemed may be worth more or less than their original cost. Investors should carefully consider plan investment goals, risks, charges and expenses by obtaining and reading the plan's official program description before investing. Investors should also consider whether their beneficiary's home state offers any tax or other benefits that are available for investments only in such state's 529 plan.

Brokers, please note: For internal use only and not for use with or to be shown to the investing public.

Disclaimer: Saving For College, LLC shall not be liable for any errors or omissions in this report. Users should rely on official program disclosures.

For broker-sold plan rankings, click here.

Savingforcollege.com ranks the performance of direct-sold 529 plans. Direct-sold plans are those that consumers can enroll in without using a broker. We have prepared one-year, three-year, five-year and ten-year performance tables.

To prepare this ranking, we compared a subset of portfolios from each 529 savings plan. We selected portfolios based on their mix of stocks, bonds and money market funds, which allows for an apples-to-apples comparison in seven asset-allocation categories. The "performance score" determines the ranking.

This ranking could be a useful tool for you when selecting which direct 529 plan might be right for you.

Here are our 529 performance rankings as of December 31, 2016 for Direct-sold 529 plans.

One-year performance ranking (click here for three-year performance table, five-year performance table, and ten-year performance table ):

Rank State Plan Performance score
1
Nevada USAA 529 College Savings Plan 23.18 Plan Details
2
Alaska T. Rowe Price College Savings Plan 31.89 Enroll Now
3
Alaska University of Alaska College Savings Plan 32.71 Enroll Now
4
West Virginia SMART529 WV Direct College Savings Plan 33.71 Plan Details
5
Tennessee TNStars College Savings 529 Program 35.60 Plan Details
6
Virginia Virginia529 inVEST 35.71 Enroll Now
7
Wisconsin Edvest 36.11 Plan Details
8
New York New York's 529 College Savings Program -- Direct Plan 36.34 Enroll Now
9
South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 37.94 Enroll Now
10
Michigan Michigan Education Savings Program 38.67 Plan Details
11
Georgia Path2College 529 Plan 39.36 Enroll Now
12
Indiana CollegeChoice 529 Direct Savings Plan 39.73 Enroll Now
13
West Virginia SMART529 Select 40.35 Plan Details
14
Florida Florida 529 Savings Plan 40.44 Plan Details
15
Louisiana START Saving Program 41.03 Plan Details
16
California The ScholarShare College Savings Plan 41.85 Plan Details
17
Maine NextGen College Investing Plan -- Client Direct Series 41.90 Enroll Now
18
Pennsylvania Pennsylvania 529 Investment Plan 42.22 Plan Details
19
Maryland Maryland 529 -- College Investment Plan 42.37 Enroll Now
20
District of Columbia DC 529 College Savings Program (Direct-sold) 42.76 Enroll Now
21
Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 43.24 Enroll Now
22
Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 43.46 Enroll Now
23
Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 43.91 Enroll Now
24
Texas Texas College Savings Plan 44.48 Enroll Now
25
Mississippi Mississippi Affordable College Savings (MACS) Program 45.07 Plan Details
26
Nebraska TD Ameritrade 529 College Savings Plan 45.40 Plan Details
27
Colorado Direct Portfolio College Savings Plan 45.45 Enroll Now
28
Montana Achieve Montana 45.70 Plan Details
29
Oklahoma Oklahoma College Savings Plan 48.98 Plan Details
30
Utah Utah Educational Savings Plan (UESP) 49.02 Plan Details
31
Nevada The Vanguard 529 Savings Plan 49.11 Enroll Now
32
North Carolina National College Savings Program 50.28 Enroll Now
33
Iowa College Savings Iowa 51.05 Enroll Now
34
Minnesota Minnesota College Savings Plan 51.22 Plan Details
35
Idaho Idaho College Savings Program (IDeal) 51.99 Enroll Now
36
Arkansas GIFT College Investing Plan 52.67 Plan Details
37
Kansas Learning Quest 529 Education Savings Program (Direct-sold) 53.00 Plan Details
38
Hawaii Hawaii's College Savings Program 53.05 Enroll Now
39
Kentucky Kentucky Education Savings Plan Trust 56.11 Plan Details
40
Alabama CollegeCounts 529 Fund 56.84 Enroll Now
41
North Dakota College SAVE 57.04 Enroll Now
42
Illinois Bright Start College Savings Program -- Direct-sold Plan 57.47 Enroll Now
43
Kansas Schwab 529 College Savings Plan 59.16 Plan Details
44
Delaware Delaware College Investment Plan 59.21 Enroll Now
45
Arizona Fidelity Arizona College Savings Plan 59.36 Enroll Now
46
Oregon Oregon College Savings Plan 59.37 Plan Details
47
New Hampshire UNIQUE College Investing Plan 59.60 Enroll Now
48
Massachusetts U.Fund College Investing Plan 59.92 Enroll Now
49
Nevada SSGA Upromise 529 Plan 60.09 Plan Details
50
Connecticut Connecticut Higher Education Trust (CHET) 60.66 Plan Details
51
New Mexico The Education Plan's College Savings Program 61.05 Enroll Now
52
South Dakota CollegeAccess 529 (Direct-sold) 63.51 Plan Details
53
New Jersey NJBEST 529 College Savings Plan 72.01 Plan Details
54
Vermont Vermont Higher Education Investment Plan 72.17 Plan Details
-
Rhode Island CollegeBound Saver (Direct-sold) NA Enroll Now

NA = Not Applicable = Program does not have at least one portfolio with sufficiently-long performance in a minimum of four asset allocation categories under our ranking model.

The Savingforcollege.com plan composite rankings are derived using the plans' relevant portfolio performance in seven unique asset allocation categories. The asset-allocation categories used are: 100 percent equity, 80 percent equity, 60 percent equity, 40 percent equity, 20 percent equity, 100 percent fixed and 100 percent short term. The plan composite ranking is determined by the average of its percentile ranking in the seven categories.

The performance data underlying these rankings represent past performance and are not a guarantee of future performance. Current performance may be lower or higher than the performance data used. A plan portfolio's investment return and principal value will fluctuate so that an investor's shares or units when redeemed may be worth more or less than their original cost. Investors should carefully consider plan investment goals, risks, charges and expenses by obtaining and reading the plan's official program description before investing. Investors should also consider whether their beneficiary's home state offers any tax or other benefits that are available for investments only in such state's 529 plan.

Brokers, please note: For internal use only and not for use with or to be shown to the investing public.

Disclaimer: Saving For College, LLC shall not be liable for any errors or omissions in this report. Users should rely on official program disclosures.

For broker-sold plan rankings, click here.

 

Reset email successfully sent.
Please check your inbox.

Close

Advertisement


close