COLLEGE SAVINGS 101

Savingforcollege.com

2017 one-year top performing direct plans Q2
http://www.savingforcollege.com/articles/2017-1-year-top-performing-direct-plans-q2-331

Posted: 2017-08-28

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 June 30, 2017 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 18.61 Plan Details
2
California The ScholarShare College Savings Plan 32.47 Plan Details
3
South Dakota CollegeAccess 529 (Direct-sold) 35.46 Plan Details
4
Alaska T. Rowe Price College Savings Plan 37.55 Enroll Now
5
Connecticut Connecticut Higher Education Trust (CHET) 40.77 Plan Details
6
Maryland Maryland 529 -- College Investment Plan 41.32 Enroll Now
7
Alaska University of Alaska College Savings Plan 41.92 Enroll Now
8
New Jersey NJBEST 529 College Savings Plan 43.58 Plan Details
9
West Virginia SMART529 WV Direct College Savings Plan 43.68 Plan Details
10
Nevada The Vanguard 529 Savings Plan 43.78 Enroll Now
11
Wisconsin Edvest 44.38 Plan Details
12
Oklahoma Oklahoma College Savings Plan 46.50 Plan Details
13
Maine NextGen College Investing Plan -- Client Direct Series 48.25 Enroll Now
14
Arizona Fidelity Arizona College Savings Plan 48.56 Enroll Now
15
Massachusetts U.Fund College Investing Plan 48.62 Enroll Now
16
Delaware Delaware College Investment Plan 48.71 Enroll Now
17
New Hampshire UNIQUE College Investing Plan 48.73 Enroll Now
18
Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 49.12 Enroll Now
19
Utah Utah Educational Savings Plan (UESP) 50.67 Plan Details
20
New York New York's 529 College Savings Program -- Direct Plan 51.22 Enroll Now
21
Kentucky Kentucky Education Savings Plan Trust 51.25 Plan Details
22
Indiana CollegeChoice 529 Direct Savings Plan 51.79 Enroll Now
23
Virginia Invest529 52.14 Enroll Now
24
Florida Florida 529 Savings Plan 52.80 Plan Details
25
Texas Texas College Savings Plan 54.41 Enroll Now
26
Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 55.46 Enroll Now
27
West Virginia SMART529 Select 57.84 Plan Details
28
Georgia Path2College 529 Plan 57.85 Enroll Now
29
Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 58.09 Enroll Now
30
New Mexico The Education Plan's College Savings Program 59.14 Enroll Now
31
Nebraska TD Ameritrade 529 College Savings Plan 59.77 Plan Details
32
Oregon Oregon College Savings Plan 60.30 Plan Details
33
Michigan Michigan Education Savings Program 60.33 Plan Details
34
Kansas Schwab 529 College Savings Plan 60.69 Plan Details
35
Tennessee TNStars College Savings 529 Program 61.17 Plan Details
36
Louisiana START Saving Program 62.78 Plan Details
37
Minnesota Minnesota College Savings Plan 63.24 Plan Details
38
North Carolina National College Savings Program 63.49 Enroll Now
39
South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 63.87 Enroll Now
40
Arkansas GIFT College Investing Plan 65.46 Plan Details
41
Iowa College Savings Iowa 65.90 Enroll Now
42
Colorado Direct Portfolio College Savings Plan 68.40 Enroll Now
43
Idaho Idaho College Savings Program (IDeal) 68.61 Enroll Now
44
Vermont Vermont Higher Education Investment Plan 71.64 Plan Details
45
Pennsylvania Pennsylvania 529 Investment Plan 73.24 Plan Details
46
Kansas Learning Quest 529 Education Savings Program (Direct-sold) 73.54 Plan Details
47
Alabama CollegeCounts 529 Fund 74.25 Enroll Now
48
Hawaii Hawaii's College Savings Program 78.17 Enroll Now
49
Nevada SSGA Upromise 529 Plan 81.37 Plan Details
50
Montana Achieve Montana 84.20 Plan Details
-
District of Columbia DC College Savings Plan NA Enroll Now
-
Illinois Bright Start Direct-Sold College Savings Program NA Enroll Now
-
Mississippi Mississippi Affordable College Savings (MACS) Program NA Plan Details
-
North Dakota College SAVE (Direct) NA Enroll Now
-
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 June 30, 2017 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 18.61 Plan Details
2
California The ScholarShare College Savings Plan 32.47 Plan Details
3
South Dakota CollegeAccess 529 (Direct-sold) 35.46 Plan Details
4
Alaska T. Rowe Price College Savings Plan 37.55 Enroll Now
5
Connecticut Connecticut Higher Education Trust (CHET) 40.77 Plan Details
6
Maryland Maryland 529 -- College Investment Plan 41.32 Enroll Now
7
Alaska University of Alaska College Savings Plan 41.92 Enroll Now
8
New Jersey NJBEST 529 College Savings Plan 43.58 Plan Details
9
West Virginia SMART529 WV Direct College Savings Plan 43.68 Plan Details
10
Nevada The Vanguard 529 Savings Plan 43.78 Enroll Now
11
Wisconsin Edvest 44.38 Plan Details
12
Oklahoma Oklahoma College Savings Plan 46.50 Plan Details
13
Maine NextGen College Investing Plan -- Client Direct Series 48.25 Enroll Now
14
Arizona Fidelity Arizona College Savings Plan 48.56 Enroll Now
15
Massachusetts U.Fund College Investing Plan 48.62 Enroll Now
16
Delaware Delaware College Investment Plan 48.71 Enroll Now
17
New Hampshire UNIQUE College Investing Plan 48.73 Enroll Now
18
Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 49.12 Enroll Now
19
Utah Utah Educational Savings Plan (UESP) 50.67 Plan Details
20
New York New York's 529 College Savings Program -- Direct Plan 51.22 Enroll Now
21
Kentucky Kentucky Education Savings Plan Trust 51.25 Plan Details
22
Indiana CollegeChoice 529 Direct Savings Plan 51.79 Enroll Now
23
Virginia Invest529 52.14 Enroll Now
24
Florida Florida 529 Savings Plan 52.80 Plan Details
25
Texas Texas College Savings Plan 54.41 Enroll Now
26
Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 55.46 Enroll Now
27
West Virginia SMART529 Select 57.84 Plan Details
28
Georgia Path2College 529 Plan 57.85 Enroll Now
29
Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 58.09 Enroll Now
30
New Mexico The Education Plan's College Savings Program 59.14 Enroll Now
31
Nebraska TD Ameritrade 529 College Savings Plan 59.77 Plan Details
32
Oregon Oregon College Savings Plan 60.30 Plan Details
33
Michigan Michigan Education Savings Program 60.33 Plan Details
34
Kansas Schwab 529 College Savings Plan 60.69 Plan Details
35
Tennessee TNStars College Savings 529 Program 61.17 Plan Details
36
Louisiana START Saving Program 62.78 Plan Details
37
Minnesota Minnesota College Savings Plan 63.24 Plan Details
38
North Carolina National College Savings Program 63.49 Enroll Now
39
South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 63.87 Enroll Now
40
Arkansas GIFT College Investing Plan 65.46 Plan Details
41
Iowa College Savings Iowa 65.90 Enroll Now
42
Colorado Direct Portfolio College Savings Plan 68.40 Enroll Now
43
Idaho Idaho College Savings Program (IDeal) 68.61 Enroll Now
44
Vermont Vermont Higher Education Investment Plan 71.64 Plan Details
45
Pennsylvania Pennsylvania 529 Investment Plan 73.24 Plan Details
46
Kansas Learning Quest 529 Education Savings Program (Direct-sold) 73.54 Plan Details
47
Alabama CollegeCounts 529 Fund 74.25 Enroll Now
48
Hawaii Hawaii's College Savings Program 78.17 Enroll Now
49
Nevada SSGA Upromise 529 Plan 81.37 Plan Details
50
Montana Achieve Montana 84.20 Plan Details
-
District of Columbia DC College Savings Plan NA Enroll Now
-
Illinois Bright Start Direct-Sold College Savings Program NA Enroll Now
-
Mississippi Mississippi Affordable College Savings (MACS) Program NA Plan Details
-
North Dakota College SAVE (Direct) NA Enroll Now
-
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.

 

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