COLLEGE SAVINGS 101

Savingforcollege.com

2017 one-year top performing direct plans Q3
http://www.savingforcollege.com/articles/2017-1-year-top-performing-direct-plans-q3

Posted: 2017-12-08

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 September 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
South Dakota CollegeAccess 529 (Direct-sold) 17.83 Plan Details
2
Nevada USAA 529 College Savings Plan 25.38 Plan Details
3
California ScholarShare 529 31.82 Plan Details
4
Connecticut Connecticut Higher Education Trust (CHET) 34.26 Plan Details
5
Alaska T. Rowe Price College Savings Plan 34.48 Enroll Now
5
Alaska University of Alaska College Savings Plan 34.48 Enroll Now
7
Wisconsin Edvest 35.68 Plan Details
8
West Virginia SMART529 WV Direct College Savings Plan 36.99 Plan Details
9
Maryland Maryland 529 -- College Investment Plan 39.93 Plan Details
10
Oklahoma Oklahoma College Savings Plan 40.62 Plan Details
11
Nevada The Vanguard 529 Savings Plan 41.26 Plan Details
12
Maine NextGen College Investing Plan -- Client Direct Series 41.42 Enroll Now
13
Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 43.69 Enroll Now
14
New Jersey NJBEST 529 College Savings Plan 45.58 Enroll Now
15
Indiana CollegeChoice 529 Direct Savings Plan 46.62 Enroll Now
16
Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 46.77 Enroll Now
17
Kentucky Kentucky Education Savings Plan Trust 47.58 Plan Details
18
New York New York's 529 College Savings Program -- Direct Plan 49.57 Enroll Now
19
Massachusetts U.Fund College Investing Plan 50.09 Enroll Now
20
Florida Florida 529 Savings Plan 50.18 Plan Details
21
West Virginia SMART529 Select 51.64 Plan Details
22
Oregon Oregon College Savings Plan 52.45 Plan Details
23
Georgia Path2College 529 Plan 52.63 Enroll Now
24
Texas Texas College Savings Plan 52.84 Enroll Now
25
Tennessee TNStars College Savings 529 Program 53.21 Plan Details
26
New Hampshire UNIQUE College Investing Plan 53.41 Enroll Now
27
Arizona Fidelity Arizona College Savings Plan 53.46 Enroll Now
28
Delaware Delaware College Investment Plan 53.91 Enroll Now
29
South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 54.12 Enroll Now
30
Nebraska TD Ameritrade 529 College Savings Plan 54.32 Plan Details
31
Virginia Invest529 54.72 Enroll Now
32
New Mexico The Education Plan's College Savings Program 55.86 Enroll Now
33
Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 56.07 Enroll Now
34
Michigan Michigan Education Savings Program 56.63 Plan Details
35
North Carolina National College Savings Program 56.64 Enroll Now
36
Minnesota Minnesota College Savings Plan 57.24 Plan Details
37
Louisiana START Saving Program 58.33 Plan Details
38
Kansas Schwab 529 College Savings Plan 58.34 Plan Details
39
Rhode Island CollegeBound Saver (Direct-sold) 58.94 Enroll Now
40
Arkansas GIFT College Investing Plan 60.99 Plan Details
41
Colorado Direct Portfolio College Savings Plan 61.57 Enroll Now
42
Iowa College Savings Iowa 61.66 Enroll Now
43
Pennsylvania Pennsylvania 529 Investment Plan 63.22 Plan Details
44
Idaho Idaho College Savings Program (IDeal) 63.92 Enroll Now
45
Vermont Vermont Higher Education Investment Plan 65.34 Plan Details
46
Alabama CollegeCounts 529 Fund 65.51 Enroll Now
47
Utah Utah Educational Savings Plan (UESP) 66.80 Plan Details
48
Kansas Learning Quest 529 Education Savings Program (Direct-sold) 68.09 Enroll Now
49
Hawaii Hawaii's College Savings Program 70.52 Enroll Now
50
Nevada SSGA Upromise 529 Plan 70.91 Plan Details
51
Montana Achieve Montana 78.42 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

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.

For a more in-depth explanation of our methodology, please read our white paper.

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 September 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
South Dakota CollegeAccess 529 (Direct-sold) 17.83 Plan Details
2
Nevada USAA 529 College Savings Plan 25.38 Plan Details
3
California ScholarShare 529 31.82 Plan Details
4
Connecticut Connecticut Higher Education Trust (CHET) 34.26 Plan Details
5
Alaska T. Rowe Price College Savings Plan 34.48 Enroll Now
5
Alaska University of Alaska College Savings Plan 34.48 Enroll Now
7
Wisconsin Edvest 35.68 Plan Details
8
West Virginia SMART529 WV Direct College Savings Plan 36.99 Plan Details
9
Maryland Maryland 529 -- College Investment Plan 39.93 Plan Details
10
Oklahoma Oklahoma College Savings Plan 40.62 Plan Details
11
Nevada The Vanguard 529 Savings Plan 41.26 Plan Details
12
Maine NextGen College Investing Plan -- Client Direct Series 41.42 Enroll Now
13
Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 43.69 Enroll Now
14
New Jersey NJBEST 529 College Savings Plan 45.58 Enroll Now
15
Indiana CollegeChoice 529 Direct Savings Plan 46.62 Enroll Now
16
Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 46.77 Enroll Now
17
Kentucky Kentucky Education Savings Plan Trust 47.58 Plan Details
18
New York New York's 529 College Savings Program -- Direct Plan 49.57 Enroll Now
19
Massachusetts U.Fund College Investing Plan 50.09 Enroll Now
20
Florida Florida 529 Savings Plan 50.18 Plan Details
21
West Virginia SMART529 Select 51.64 Plan Details
22
Oregon Oregon College Savings Plan 52.45 Plan Details
23
Georgia Path2College 529 Plan 52.63 Enroll Now
24
Texas Texas College Savings Plan 52.84 Enroll Now
25
Tennessee TNStars College Savings 529 Program 53.21 Plan Details
26
New Hampshire UNIQUE College Investing Plan 53.41 Enroll Now
27
Arizona Fidelity Arizona College Savings Plan 53.46 Enroll Now
28
Delaware Delaware College Investment Plan 53.91 Enroll Now
29
South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 54.12 Enroll Now
30
Nebraska TD Ameritrade 529 College Savings Plan 54.32 Plan Details
31
Virginia Invest529 54.72 Enroll Now
32
New Mexico The Education Plan's College Savings Program 55.86 Enroll Now
33
Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 56.07 Enroll Now
34
Michigan Michigan Education Savings Program 56.63 Plan Details
35
North Carolina National College Savings Program 56.64 Enroll Now
36
Minnesota Minnesota College Savings Plan 57.24 Plan Details
37
Louisiana START Saving Program 58.33 Plan Details
38
Kansas Schwab 529 College Savings Plan 58.34 Plan Details
39
Rhode Island CollegeBound Saver (Direct-sold) 58.94 Enroll Now
40
Arkansas GIFT College Investing Plan 60.99 Plan Details
41
Colorado Direct Portfolio College Savings Plan 61.57 Enroll Now
42
Iowa College Savings Iowa 61.66 Enroll Now
43
Pennsylvania Pennsylvania 529 Investment Plan 63.22 Plan Details
44
Idaho Idaho College Savings Program (IDeal) 63.92 Enroll Now
45
Vermont Vermont Higher Education Investment Plan 65.34 Plan Details
46
Alabama CollegeCounts 529 Fund 65.51 Enroll Now
47
Utah Utah Educational Savings Plan (UESP) 66.80 Plan Details
48
Kansas Learning Quest 529 Education Savings Program (Direct-sold) 68.09 Enroll Now
49
Hawaii Hawaii's College Savings Program 70.52 Enroll Now
50
Nevada SSGA Upromise 529 Plan 70.91 Plan Details
51
Montana Achieve Montana 78.42 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

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.

For a more in-depth explanation of our methodology, please read our white paper.

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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