COLLEGE SAVINGS 101

Savingforcollege.com

2017 five-year top performing direct plans Q2
http://www.savingforcollege.com/articles/2017-5-year-top-performing-direct-plans-q2-333

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 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 June 30, 2017 for Direct-sold 529 plans.

Five-year performance ranking (click here for one-year performance table and three-year performance table, and ten-year performance table):

Rank State Plan Performance score
1
Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 23.15 Enroll Now
2
Alaska T. Rowe Price College Savings Plan 27.93 Enroll Now
3
California The ScholarShare College Savings Plan 28.92 Plan Details
4
New York New York's 529 College Savings Program -- Direct Plan 28.94 Enroll Now
5
Alaska University of Alaska College Savings Plan 29.39 Enroll Now
6
Maine NextGen College Investing Plan -- Client Direct Series 34.94 Enroll Now
7
Michigan Michigan Education Savings Program 37.36 Plan Details
8
West Virginia SMART529 WV Direct College Savings Plan 37.37 Plan Details
9
Maryland Maryland 529 -- College Investment Plan 38.34 Enroll Now
10
South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 39.95 Enroll Now
11
Utah Utah Educational Savings Plan (UESP) 42.12 Plan Details
12
Nevada The Vanguard 529 Savings Plan 43.48 Enroll Now
13
Florida Florida 529 Savings Plan 43.65 Plan Details
14
Colorado Direct Portfolio College Savings Plan 44.84 Enroll Now
15
Arizona Fidelity Arizona College Savings Plan 44.85 Enroll Now
16
Delaware Delaware College Investment Plan 44.89 Enroll Now
17
Massachusetts U.Fund College Investing Plan 45.11 Enroll Now
18
New Hampshire UNIQUE College Investing Plan 45.15 Enroll Now
19
Virginia Invest529 45.26 Enroll Now
20
New Jersey NJBEST 529 College Savings Plan 46.17 Enroll Now
21
Oklahoma Oklahoma College Savings Plan 46.28 Plan Details
22
Louisiana START Saving Program 46.66 Plan Details
23
Iowa College Savings Iowa 47.19 Enroll Now
24
Nevada SSGA Upromise 529 Plan 47.46 Plan Details
25
Indiana CollegeChoice 529 Direct Savings Plan 48.49 Enroll Now
26
Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 48.73 Enroll Now
27
Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 49.90 Enroll Now
28
Hawaii Hawaii's College Savings Program 50.16 Enroll Now
29
Pennsylvania Pennsylvania 529 Investment Plan 50.73 Plan Details
30
Kentucky Kentucky Education Savings Plan Trust 52.69 Plan Details
31
New Mexico The Education Plan's College Savings Program 53.20 Enroll Now
32
North Carolina National College Savings Program 53.71 Enroll Now
33
Idaho Idaho College Savings Program (IDeal) 54.83 Enroll Now
34
Nebraska TD Ameritrade 529 College Savings Plan 55.05 Plan Details
35
Minnesota Minnesota College Savings Plan 56.19 Plan Details
36
Kansas Learning Quest 529 Education Savings Program (Direct-sold) 56.23 Plan Details
37
Nevada USAA 529 College Savings Plan 56.95 Plan Details
38
Arkansas GIFT College Investing Plan 60.06 Plan Details
39
West Virginia SMART529 Select 60.81 Plan Details
40
Connecticut Connecticut Higher Education Trust (CHET) 60.94 Plan Details
41
Alabama CollegeCounts 529 Fund 68.14 Enroll Now
42
Texas Texas College Savings Plan 68.38 Plan Details
43
Oregon Oregon College Savings Plan 68.60 Plan Details
44
South Dakota CollegeAccess 529 (Direct-sold) 69.86 Plan Details
45
Kansas Schwab 529 College Savings Plan 71.64 Plan Details
-
District of Columbia DC College Savings Plan NA Enroll Now
-
Georgia Path2College 529 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
-
Tennessee TNStars College Savings 529 Program NA Plan Details
-
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.

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 June 30, 2017 for Direct-sold 529 plans.

Five-year performance ranking (click here for one-year performance table and three-year performance table, and ten-year performance table):

Rank State Plan Performance score
1
Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 23.15 Enroll Now
2
Alaska T. Rowe Price College Savings Plan 27.93 Enroll Now
3
California The ScholarShare College Savings Plan 28.92 Plan Details
4
New York New York's 529 College Savings Program -- Direct Plan 28.94 Enroll Now
5
Alaska University of Alaska College Savings Plan 29.39 Enroll Now
6
Maine NextGen College Investing Plan -- Client Direct Series 34.94 Enroll Now
7
Michigan Michigan Education Savings Program 37.36 Plan Details
8
West Virginia SMART529 WV Direct College Savings Plan 37.37 Plan Details
9
Maryland Maryland 529 -- College Investment Plan 38.34 Enroll Now
10
South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 39.95 Enroll Now
11
Utah Utah Educational Savings Plan (UESP) 42.12 Plan Details
12
Nevada The Vanguard 529 Savings Plan 43.48 Enroll Now
13
Florida Florida 529 Savings Plan 43.65 Plan Details
14
Colorado Direct Portfolio College Savings Plan 44.84 Enroll Now
15
Arizona Fidelity Arizona College Savings Plan 44.85 Enroll Now
16
Delaware Delaware College Investment Plan 44.89 Enroll Now
17
Massachusetts U.Fund College Investing Plan 45.11 Enroll Now
18
New Hampshire UNIQUE College Investing Plan 45.15 Enroll Now
19
Virginia Invest529 45.26 Enroll Now
20
New Jersey NJBEST 529 College Savings Plan 46.17 Enroll Now
21
Oklahoma Oklahoma College Savings Plan 46.28 Plan Details
22
Louisiana START Saving Program 46.66 Plan Details
23
Iowa College Savings Iowa 47.19 Enroll Now
24
Nevada SSGA Upromise 529 Plan 47.46 Plan Details
25
Indiana CollegeChoice 529 Direct Savings Plan 48.49 Enroll Now
26
Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 48.73 Enroll Now
27
Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 49.90 Enroll Now
28
Hawaii Hawaii's College Savings Program 50.16 Enroll Now
29
Pennsylvania Pennsylvania 529 Investment Plan 50.73 Plan Details
30
Kentucky Kentucky Education Savings Plan Trust 52.69 Plan Details
31
New Mexico The Education Plan's College Savings Program 53.20 Enroll Now
32
North Carolina National College Savings Program 53.71 Enroll Now
33
Idaho Idaho College Savings Program (IDeal) 54.83 Enroll Now
34
Nebraska TD Ameritrade 529 College Savings Plan 55.05 Plan Details
35
Minnesota Minnesota College Savings Plan 56.19 Plan Details
36
Kansas Learning Quest 529 Education Savings Program (Direct-sold) 56.23 Plan Details
37
Nevada USAA 529 College Savings Plan 56.95 Plan Details
38
Arkansas GIFT College Investing Plan 60.06 Plan Details
39
West Virginia SMART529 Select 60.81 Plan Details
40
Connecticut Connecticut Higher Education Trust (CHET) 60.94 Plan Details
41
Alabama CollegeCounts 529 Fund 68.14 Enroll Now
42
Texas Texas College Savings Plan 68.38 Plan Details
43
Oregon Oregon College Savings Plan 68.60 Plan Details
44
South Dakota CollegeAccess 529 (Direct-sold) 69.86 Plan Details
45
Kansas Schwab 529 College Savings Plan 71.64 Plan Details
-
District of Columbia DC College Savings Plan NA Enroll Now
-
Georgia Path2College 529 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
-
Tennessee TNStars College Savings 529 Program NA Plan Details
-
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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