COLLEGE SAVINGS 101

Savingforcollege.com

2017 ten-year top performing direct plans Q3
http://www.savingforcollege.com/articles/2017-10-year-top-performing-direct-plans-q3

Posted: 2017-12-08

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.

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
Pennsylvania Pennsylvania 529 Investment Plan 24.52 Plan Details
2
Nevada USAA 529 College Savings Plan 27.01 Plan Details
3
New York New York's 529 College Savings Program -- Direct Plan 29.68 Enroll Now
4
Iowa College Savings Iowa 31.52 Enroll Now
5
Kansas Learning Quest 529 Education Savings Program (Direct-sold) 34.24 Enroll Now
6
Louisiana START Saving Program 34.48 Plan Details
7
Michigan Michigan Education Savings Program 35.38 Plan Details
8
Florida Florida 529 Savings Plan 35.89 Enroll Now
9
South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 36.88 Enroll Now
10
Nevada The Vanguard 529 Savings Plan 37.88 Plan Details
11
Alaska T. Rowe Price College Savings Plan 38.19 Enroll Now
11
Alaska University of Alaska College Savings Plan 38.19 Enroll Now
13
Kansas Schwab 529 College Savings Plan 38.25 Plan Details
14
Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 38.37 Enroll Now
15
Maryland Maryland 529 -- College Investment Plan 42.57 Enroll Now
16
Minnesota Minnesota College Savings Plan 43.41 Plan Details
17
Oklahoma Oklahoma College Savings Plan 43.78 Plan Details
18
Maine NextGen College Investing Plan -- Client Direct Series 44.70 Enroll Now
19
Colorado Direct Portfolio College Savings Plan 45.30 Enroll Now
20
Utah Utah Educational Savings Plan (UESP) 46.57 Plan Details
21
Virginia Invest529 47.80 Enroll Now
22
Connecticut Connecticut Higher Education Trust (CHET) 50.10 Plan Details
23
Arkansas GIFT College Investing Plan 53.32 Plan Details
24
West Virginia SMART529 WV Direct College Savings Plan 54.39 Plan Details
25
Arizona Fidelity Arizona College Savings Plan 62.57 Enroll Now
26
Delaware Delaware College Investment Plan 62.66 Enroll Now
27
West Virginia SMART529 Select 62.71 Plan Details
28
New Hampshire UNIQUE College Investing Plan 62.76 Enroll Now
29
Massachusetts U.Fund College Investing Plan 63.18 Enroll Now
30
South Dakota CollegeAccess 529 (Direct-sold) 63.57 Plan Details
31
New Mexico The Education Plan's College Savings Program 86.55 Enroll Now
-
Alabama CollegeCounts 529 Fund NA Enroll Now
-
California ScholarShare 529 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
-
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 Enroll Now
-
North Carolina National College Savings Program NA Enroll Now
-
North Dakota College SAVE (Direct) NA Enroll Now
-
Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 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.

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.

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.

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
Pennsylvania Pennsylvania 529 Investment Plan 24.52 Plan Details
2
Nevada USAA 529 College Savings Plan 27.01 Plan Details
3
New York New York's 529 College Savings Program -- Direct Plan 29.68 Enroll Now
4
Iowa College Savings Iowa 31.52 Enroll Now
5
Kansas Learning Quest 529 Education Savings Program (Direct-sold) 34.24 Enroll Now
6
Louisiana START Saving Program 34.48 Plan Details
7
Michigan Michigan Education Savings Program 35.38 Plan Details
8
Florida Florida 529 Savings Plan 35.89 Enroll Now
9
South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 36.88 Enroll Now
10
Nevada The Vanguard 529 Savings Plan 37.88 Plan Details
11
Alaska T. Rowe Price College Savings Plan 38.19 Enroll Now
11
Alaska University of Alaska College Savings Plan 38.19 Enroll Now
13
Kansas Schwab 529 College Savings Plan 38.25 Plan Details
14
Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 38.37 Enroll Now
15
Maryland Maryland 529 -- College Investment Plan 42.57 Enroll Now
16
Minnesota Minnesota College Savings Plan 43.41 Plan Details
17
Oklahoma Oklahoma College Savings Plan 43.78 Plan Details
18
Maine NextGen College Investing Plan -- Client Direct Series 44.70 Enroll Now
19
Colorado Direct Portfolio College Savings Plan 45.30 Enroll Now
20
Utah Utah Educational Savings Plan (UESP) 46.57 Plan Details
21
Virginia Invest529 47.80 Enroll Now
22
Connecticut Connecticut Higher Education Trust (CHET) 50.10 Plan Details
23
Arkansas GIFT College Investing Plan 53.32 Plan Details
24
West Virginia SMART529 WV Direct College Savings Plan 54.39 Plan Details
25
Arizona Fidelity Arizona College Savings Plan 62.57 Enroll Now
26
Delaware Delaware College Investment Plan 62.66 Enroll Now
27
West Virginia SMART529 Select 62.71 Plan Details
28
New Hampshire UNIQUE College Investing Plan 62.76 Enroll Now
29
Massachusetts U.Fund College Investing Plan 63.18 Enroll Now
30
South Dakota CollegeAccess 529 (Direct-sold) 63.57 Plan Details
31
New Mexico The Education Plan's College Savings Program 86.55 Enroll Now
-
Alabama CollegeCounts 529 Fund NA Enroll Now
-
California ScholarShare 529 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
-
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 Enroll Now
-
North Carolina National College Savings Program NA Enroll Now
-
North Dakota College SAVE (Direct) NA Enroll Now
-
Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 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.

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.

 

Reset email successfully sent.
Please check your inbox.

Close

Advertisement


close