COLLEGE SAVINGS 101

Savingforcollege.com

2017 ten-year top performing direct plans Q2
http://www.savingforcollege.com/articles/2017-10-year-top-performing-direct-plans-q2-505

Posted: 2017-08-28

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.

Ten-year performance ranking (click here for one-year performance table, three-year performance table, and five-year performance table,) :

Rank State Plan Performance score
1
Utah Utah Educational Savings Plan (UESP) 23.54 Plan Details
2
Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 27.98 Enroll Now
3
New York New York's 529 College Savings Program -- Direct Plan 29.08 Enroll Now
4
Pennsylvania Pennsylvania 529 Investment Plan 29.10 Plan Details
5
Florida Florida 529 Savings Plan 29.93 Plan Details
6
Iowa College Savings Iowa 30.30 Enroll Now
7
Michigan Michigan Education Savings Program 32.21 Plan Details
8
Nevada USAA 529 College Savings Plan 32.61 Plan Details
9
Louisiana START Saving Program 35.41 Plan Details
10
Alaska University of Alaska College Savings Plan 36.58 Enroll Now
11
Nevada The Vanguard 529 Savings Plan 37.61 Enroll Now
12
Alaska T. Rowe Price College Savings Plan 39.27 Enroll Now
13
Colorado Direct Portfolio College Savings Plan 39.66 Enroll Now
14
Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 40.48 Enroll Now
15
South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 41.60 Enroll Now
16
Maryland Maryland 529 -- College Investment Plan 41.97 Enroll Now
17
Oklahoma Oklahoma College Savings Plan 42.45 Plan Details
18
Kansas Schwab 529 College Savings Plan 44.48 Plan Details
19
Kansas Learning Quest 529 Education Savings Program (Direct-sold) 45.87 Plan Details
20
Arkansas GIFT College Investing Plan 47.75 Plan Details
21
Virginia Invest529 48.05 Enroll Now
22
Maine NextGen College Investing Plan -- Client Direct Series 48.18 Enroll Now
23
Connecticut Connecticut Higher Education Trust (CHET) 50.02 Plan Details
24
West Virginia SMART529 WV Direct College Savings Plan 51.86 Plan Details
25
Arizona Fidelity Arizona College Savings Plan 60.27 Enroll Now
26
Massachusetts U.Fund College Investing Plan 60.30 Enroll Now
27
Delaware Delaware College Investment Plan 60.50 Enroll Now
28
New Hampshire UNIQUE College Investing Plan 60.65 Enroll Now
29
South Dakota CollegeAccess 529 (Direct-sold) 68.63 Plan Details
30
West Virginia SMART529 Select 71.85 Plan Details
31
New Mexico The Education Plan's College Savings Program 85.90 Enroll Now
-
Alabama CollegeCounts 529 Fund NA Enroll Now
-
California The ScholarShare College Savings Plan NA Plan Details
-
District of Columbia DC College Savings Plan NA Enroll Now
-
Georgia Path2College 529 Plan NA Enroll Now
-
Hawaii Hawaii's College Savings Program NA Enroll Now
-
Idaho Idaho College Savings Program (IDeal) NA Enroll Now
-
Illinois Bright Start Direct-Sold College Savings Program NA Enroll Now
-
Indiana CollegeChoice 529 Direct Savings Plan NA Enroll Now
-
Kentucky Kentucky Education Savings Plan Trust NA Plan Details
-
Minnesota Minnesota College Savings Plan NA Plan Details
-
Mississippi Mississippi Affordable College Savings (MACS) Program NA Plan Details
-
Montana Achieve Montana NA Plan Details
-
Nebraska Nebraska Education Savings Trust - Direct College Savings Plan NA Enroll Now
-
Nebraska TD Ameritrade 529 College Savings Plan NA Plan Details
-
Nevada SSGA Upromise 529 Plan NA Plan Details
-
New Jersey NJBEST 529 College Savings Plan NA Plan Details
-
North Carolina National College Savings Program NA Enroll Now
-
North Dakota College SAVE (Direct) NA Enroll Now
-
Oregon Oregon College Savings Plan NA Plan Details
-
Rhode Island CollegeBound Saver (Direct-sold) NA Enroll Now
-
Tennessee TNStars College Savings 529 Program NA Plan Details
-
Texas Texas College Savings Plan NA Enroll Now
-
Vermont Vermont Higher Education Investment Plan NA Plan Details
-
Wisconsin Edvest NA Plan Details

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.

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.

Ten-year performance ranking (click here for one-year performance table, three-year performance table, and five-year performance table,) :

Rank State Plan Performance score
1
Utah Utah Educational Savings Plan (UESP) 23.54 Plan Details
2
Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 27.98 Enroll Now
3
New York New York's 529 College Savings Program -- Direct Plan 29.08 Enroll Now
4
Pennsylvania Pennsylvania 529 Investment Plan 29.10 Plan Details
5
Florida Florida 529 Savings Plan 29.93 Plan Details
6
Iowa College Savings Iowa 30.30 Enroll Now
7
Michigan Michigan Education Savings Program 32.21 Plan Details
8
Nevada USAA 529 College Savings Plan 32.61 Plan Details
9
Louisiana START Saving Program 35.41 Plan Details
10
Alaska University of Alaska College Savings Plan 36.58 Enroll Now
11
Nevada The Vanguard 529 Savings Plan 37.61 Enroll Now
12
Alaska T. Rowe Price College Savings Plan 39.27 Enroll Now
13
Colorado Direct Portfolio College Savings Plan 39.66 Enroll Now
14
Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 40.48 Enroll Now
15
South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 41.60 Enroll Now
16
Maryland Maryland 529 -- College Investment Plan 41.97 Enroll Now
17
Oklahoma Oklahoma College Savings Plan 42.45 Plan Details
18
Kansas Schwab 529 College Savings Plan 44.48 Plan Details
19
Kansas Learning Quest 529 Education Savings Program (Direct-sold) 45.87 Plan Details
20
Arkansas GIFT College Investing Plan 47.75 Plan Details
21
Virginia Invest529 48.05 Enroll Now
22
Maine NextGen College Investing Plan -- Client Direct Series 48.18 Enroll Now
23
Connecticut Connecticut Higher Education Trust (CHET) 50.02 Plan Details
24
West Virginia SMART529 WV Direct College Savings Plan 51.86 Plan Details
25
Arizona Fidelity Arizona College Savings Plan 60.27 Enroll Now
26
Massachusetts U.Fund College Investing Plan 60.30 Enroll Now
27
Delaware Delaware College Investment Plan 60.50 Enroll Now
28
New Hampshire UNIQUE College Investing Plan 60.65 Enroll Now
29
South Dakota CollegeAccess 529 (Direct-sold) 68.63 Plan Details
30
West Virginia SMART529 Select 71.85 Plan Details
31
New Mexico The Education Plan's College Savings Program 85.90 Enroll Now
-
Alabama CollegeCounts 529 Fund NA Enroll Now
-
California The ScholarShare College Savings Plan NA Plan Details
-
District of Columbia DC College Savings Plan NA Enroll Now
-
Georgia Path2College 529 Plan NA Enroll Now
-
Hawaii Hawaii's College Savings Program NA Enroll Now
-
Idaho Idaho College Savings Program (IDeal) NA Enroll Now
-
Illinois Bright Start Direct-Sold College Savings Program NA Enroll Now
-
Indiana CollegeChoice 529 Direct Savings Plan NA Enroll Now
-
Kentucky Kentucky Education Savings Plan Trust NA Plan Details
-
Minnesota Minnesota College Savings Plan NA Plan Details
-
Mississippi Mississippi Affordable College Savings (MACS) Program NA Plan Details
-
Montana Achieve Montana NA Plan Details
-
Nebraska Nebraska Education Savings Trust - Direct College Savings Plan NA Enroll Now
-
Nebraska TD Ameritrade 529 College Savings Plan NA Plan Details
-
Nevada SSGA Upromise 529 Plan NA Plan Details
-
New Jersey NJBEST 529 College Savings Plan NA Plan Details
-
North Carolina National College Savings Program NA Enroll Now
-
North Dakota College SAVE (Direct) NA Enroll Now
-
Oregon Oregon College Savings Plan NA Plan Details
-
Rhode Island CollegeBound Saver (Direct-sold) NA Enroll Now
-
Tennessee TNStars College Savings 529 Program NA Plan Details
-
Texas Texas College Savings Plan NA Enroll Now
-
Vermont Vermont Higher Education Investment Plan NA Plan Details
-
Wisconsin Edvest NA Plan Details

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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