COLLEGE SAVINGS 101

Savingforcollege.com

2017 three-year top performing direct plans Q3
http://www.savingforcollege.com/articles/2017-3-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 both 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.

Three-year performance ranking (click here for one-year performance table, five-year performance table, and ten-year performance table):

Rank State Plan Performance score
1
Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 19.18 Plan Details
2
California ScholarShare 529 20.72 Plan Details
3
New York New York's 529 College Savings Program -- Direct Plan 25.86 Enroll Now
4
Maine NextGen College Investing Plan -- Client Direct Series 26.28 Enroll Now
5
Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 29.73 Enroll Now
6
Nevada The Vanguard 529 Savings Plan 31.07 Plan Details
7
Wisconsin Edvest 31.09 Plan Details
8
Michigan Michigan Education Savings Program 33.07 Plan Details
9
Alaska T. Rowe Price College Savings Plan 33.30 Enroll Now
9
Alaska University of Alaska College Savings Plan 33.30 Enroll Now
11
Oklahoma Oklahoma College Savings Plan 33.56 Plan Details
12
Iowa College Savings Iowa 33.71 Enroll Now
13
Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 33.76 Enroll Now
14
Louisiana START Saving Program 33.78 Plan Details
15
West Virginia SMART529 WV Direct College Savings Plan 34.14 Plan Details
16
Pennsylvania Pennsylvania 529 Investment Plan 34.36 Plan Details
17
South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 34.59 Enroll Now
18
Tennessee TNStars College Savings 529 Program 36.20 Plan Details
19
Kansas Learning Quest 529 Education Savings Program (Direct-sold) 37.29 Plan Details
20
Nebraska TD Ameritrade 529 College Savings Plan 38.01 Plan Details
21
Georgia Path2College 529 Plan 38.47 Enroll Now
22
Minnesota Minnesota College Savings Plan 39.92 Plan Details
23
Florida Florida 529 Savings Plan 40.79 Enroll Now
24
Virginia Invest529 41.29 Enroll Now
25
Nevada USAA 529 College Savings Plan 43.30 Enroll Now
26
Colorado Direct Portfolio College Savings Plan 44.60 Enroll Now
27
Kentucky Kentucky Education Savings Plan Trust 44.97 Plan Details
28
Massachusetts U.Fund College Investing Plan 46.05 Enroll Now
29
Maryland Maryland 529 -- College Investment Plan 46.48 Enroll Now
30
Indiana CollegeChoice 529 Direct Savings Plan 47.21 Enroll Now
31
North Carolina National College Savings Program 47.56 Enroll Now
32
Arizona Fidelity Arizona College Savings Plan 49.16 Enroll Now
33
New Hampshire UNIQUE College Investing Plan 49.16 Enroll Now
34
Delaware Delaware College Investment Plan 49.22 Enroll Now
35
Connecticut Connecticut Higher Education Trust (CHET) 50.33 Plan Details
36
Idaho Idaho College Savings Program (IDeal) 51.32 Enroll Now
37
Hawaii Hawaii's College Savings Program 52.00 Enroll Now
38
New Mexico The Education Plan's College Savings Program 52.85 Enroll Now
39
Arkansas GIFT College Investing Plan 54.39 Plan Details
40
Oregon Oregon College Savings Plan 57.48 Plan Details
41
Kansas Schwab 529 College Savings Plan 58.20 Plan Details
42
Nevada SSGA Upromise 529 Plan 58.34 Plan Details
43
Alabama CollegeCounts 529 Fund 60.68 Enroll Now
44
Utah Utah Educational Savings Plan (UESP) 61.02 Plan Details
45
Texas Texas College Savings Plan 62.84 Enroll Now
46
West Virginia SMART529 Select 70.93 Plan Details
47
New Jersey NJBEST 529 College Savings Plan 73.15 Enroll Now
48
South Dakota CollegeAccess 529 (Direct-sold) 75.33 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
-
Montana Achieve Montana NA Plan Details
-
North Dakota College SAVE (Direct) NA Enroll Now
-
Rhode Island CollegeBound Saver (Direct-sold) NA Enroll Now
-
Vermont Vermont Higher Education Investment Plan 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.

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 both 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.

Three-year performance ranking (click here for one-year performance table, five-year performance table, and ten-year performance table):

Rank State Plan Performance score
1
Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 19.18 Plan Details
2
California ScholarShare 529 20.72 Plan Details
3
New York New York's 529 College Savings Program -- Direct Plan 25.86 Enroll Now
4
Maine NextGen College Investing Plan -- Client Direct Series 26.28 Enroll Now
5
Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 29.73 Enroll Now
6
Nevada The Vanguard 529 Savings Plan 31.07 Plan Details
7
Wisconsin Edvest 31.09 Plan Details
8
Michigan Michigan Education Savings Program 33.07 Plan Details
9
Alaska T. Rowe Price College Savings Plan 33.30 Enroll Now
9
Alaska University of Alaska College Savings Plan 33.30 Enroll Now
11
Oklahoma Oklahoma College Savings Plan 33.56 Plan Details
12
Iowa College Savings Iowa 33.71 Enroll Now
13
Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 33.76 Enroll Now
14
Louisiana START Saving Program 33.78 Plan Details
15
West Virginia SMART529 WV Direct College Savings Plan 34.14 Plan Details
16
Pennsylvania Pennsylvania 529 Investment Plan 34.36 Plan Details
17
South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 34.59 Enroll Now
18
Tennessee TNStars College Savings 529 Program 36.20 Plan Details
19
Kansas Learning Quest 529 Education Savings Program (Direct-sold) 37.29 Plan Details
20
Nebraska TD Ameritrade 529 College Savings Plan 38.01 Plan Details
21
Georgia Path2College 529 Plan 38.47 Enroll Now
22
Minnesota Minnesota College Savings Plan 39.92 Plan Details
23
Florida Florida 529 Savings Plan 40.79 Enroll Now
24
Virginia Invest529 41.29 Enroll Now
25
Nevada USAA 529 College Savings Plan 43.30 Enroll Now
26
Colorado Direct Portfolio College Savings Plan 44.60 Enroll Now
27
Kentucky Kentucky Education Savings Plan Trust 44.97 Plan Details
28
Massachusetts U.Fund College Investing Plan 46.05 Enroll Now
29
Maryland Maryland 529 -- College Investment Plan 46.48 Enroll Now
30
Indiana CollegeChoice 529 Direct Savings Plan 47.21 Enroll Now
31
North Carolina National College Savings Program 47.56 Enroll Now
32
Arizona Fidelity Arizona College Savings Plan 49.16 Enroll Now
33
New Hampshire UNIQUE College Investing Plan 49.16 Enroll Now
34
Delaware Delaware College Investment Plan 49.22 Enroll Now
35
Connecticut Connecticut Higher Education Trust (CHET) 50.33 Plan Details
36
Idaho Idaho College Savings Program (IDeal) 51.32 Enroll Now
37
Hawaii Hawaii's College Savings Program 52.00 Enroll Now
38
New Mexico The Education Plan's College Savings Program 52.85 Enroll Now
39
Arkansas GIFT College Investing Plan 54.39 Plan Details
40
Oregon Oregon College Savings Plan 57.48 Plan Details
41
Kansas Schwab 529 College Savings Plan 58.20 Plan Details
42
Nevada SSGA Upromise 529 Plan 58.34 Plan Details
43
Alabama CollegeCounts 529 Fund 60.68 Enroll Now
44
Utah Utah Educational Savings Plan (UESP) 61.02 Plan Details
45
Texas Texas College Savings Plan 62.84 Enroll Now
46
West Virginia SMART529 Select 70.93 Plan Details
47
New Jersey NJBEST 529 College Savings Plan 73.15 Enroll Now
48
South Dakota CollegeAccess 529 (Direct-sold) 75.33 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
-
Montana Achieve Montana NA Plan Details
-
North Dakota College SAVE (Direct) NA Enroll Now
-
Rhode Island CollegeBound Saver (Direct-sold) NA Enroll Now
-
Vermont Vermont Higher Education Investment Plan 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.

 

Reset email successfully sent.
Please check your inbox.

Close

Advertisement


close