Thursday, July 9, 2020

2014 One-year Top Performing Direct Plans Q3

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 lower the "percentile," the better 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, 2014 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 Percentile 1 District of Columbia DC 529 College Savings Program (Direct-sold) 24.69 Enroll Now 2 Tennessee TNStars College Savings 529 Program 25.18 Plan Details 3 New York New York's 529 College Savings Program -- Direct Plan 27.39 4 Alaska University of Alaska College Savings Plan 28.34 Plan Details 5 Louisiana START Saving Program 28.35 Plan Details 6 California The ScholarShare College Savings Plan 31.11 Plan Details 7 Florida Florida 529 Savings Plan 32.56 Plan Details 8 Alaska T. Rowe Price College Savings Plan 32.59 9 West Virginia SMART529 WV Direct College Savings Plan 32.79 Plan Details 10 Colorado Direct Portfolio College Savings Plan 32.89 Enroll Now 11 Wisconsin Edvest 32.95 Plan Details 12 Iowa College Savings Iowa 36.53 Enroll Now 13 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 36.79 14 Michigan Michigan Education Savings Program 37.09 Plan Details 15 Maine NextGen College Investing Plan -- Client Direct Series 37.31 Enroll Now 16 Nevada The Vanguard 529 Savings Plan 38.20 Plan Details 17 Georgia Path2College 529 Plan 38.47 Enroll Now 18 Hawaii Hawaii's College Savings Program 40.97 Enroll Now 19 North Carolina National College Savings Program 41.05 Enroll Now 20 New Mexico The Education Plan's College Savings Program 41.34 Enroll Now 21 Pennsylvania Pennsylvania 529 Investment Plan 41.79 Plan Details 22 Utah Utah Educational Savings Plan (UESP) 42.40 Plan Details 23 New Jersey NJBEST 529 College Savings Plan 42.63 24 Indiana CollegeChoice 529 Direct Savings Plan 43.57 Enroll Now 25 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 43.85 Plan Details 26 Mississippi Mississippi Affordable College Savings (MACS) Program 45.19 Plan Details 27 Oklahoma Oklahoma College Savings Plan 45.38 Plan Details 28 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 46.80 Enroll Now 29 Illinois Bright Start College Savings Program -- Direct-sold Plan 47.47 Enroll Now 30 Vermont Vermont Higher Education Investment Plan 47.70 Plan Details 31 Montana Montana Family Education Savings Program -- Investment Plan 47.82 Plan Details 32 Idaho Idaho College Savings Program (IDeal) 47.98 Enroll Now 33 Virginia Virginia529 inVEST 48.30 Enroll Now 34 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 48.77 Enroll Now 35 Maryland College Savings Plans of Maryland -- College Investment Plan 49.36 Plan Details 36 North Dakota College SAVE 49.44 Enroll Now 37 Minnesota Minnesota College Savings Plan 49.87 Plan Details 38 Nevada SSgA Upromise 529 Plan 50.05 Plan Details 39 Arkansas GIFT College Investing Plan 51.13 Plan Details 40 Ohio Ohio CollegeAdvantage 529 Savings Plan 51.22 Enroll Now 41 Oregon Oregon College Savings Plan 52.63 Plan Details 42 Nebraska TD Ameritrade 529 College Savings Plan 54.70 Plan Details 43 Kentucky Kentucky Education Savings Plan Trust 56.40 Plan Details 44 Connecticut Connecticut Higher Education Trust (CHET) 56.51 Plan Details 45 Alabama CollegeCounts 529 Fund 57.63 Enroll Now 46 South Dakota CollegeAccess 529 (Direct-sold) 62.48 Plan Details 47 Nevada USAA 529 College Savings Plan 63.69 Plan Details 48 Rhode Island CollegeBoundfund (Direct-sold, Alternative RI) 65.55 Enroll Now 49 Texas Texas College Savings Plan 66.02 Enroll Now 50 Delaware Delaware College Investment Plan 66.44 Enroll Now 51 New Hampshire UNIQUE College Investing Plan 66.54 Enroll Now 52 Massachusetts U.Fund College Investing Plan 66.92 Enroll Now 53 Arizona Fidelity Arizona College Savings Plan 67.37 Enroll Now 54 Kansas Schwab 529 College Savings Plan 71.62 Plan Details 55 West Virginia SMART529 Select 78.66 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 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 lower the "percentile," the better 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, 2014 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 Percentile 1 District of Columbia DC 529 College Savings Program (Direct-sold) 24.69 Enroll Now 2 Tennessee TNStars College Savings 529 Program 25.18 Plan Details 3 New York New York's 529 College Savings Program -- Direct Plan 27.39 4 Alaska University of Alaska College Savings Plan 28.34 Plan Details 5 Louisiana START Saving Program 28.35 Plan Details 6 California The ScholarShare College Savings Plan 31.11 Plan Details 7 Florida Florida 529 Savings Plan 32.56 Plan Details 8 Alaska T. Rowe Price College Savings Plan 32.59 9 West Virginia SMART529 WV Direct College Savings Plan 32.79 Plan Details 10 Colorado Direct Portfolio College Savings Plan 32.89 Enroll Now 11 Wisconsin Edvest 32.95 Plan Details 12 Iowa College Savings Iowa 36.53 Enroll Now 13 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 36.79 14 Michigan Michigan Education Savings Program 37.09 Plan Details 15 Maine NextGen College Investing Plan -- Client Direct Series 37.31 Enroll Now 16 Nevada The Vanguard 529 Savings Plan 38.20 Plan Details 17 Georgia Path2College 529 Plan 38.47 Enroll Now 18 Hawaii Hawaii's College Savings Program 40.97 Enroll Now 19 North Carolina National College Savings Program 41.05 Enroll Now 20 New Mexico The Education Plan's College Savings Program 41.34 Enroll Now 21 Pennsylvania Pennsylvania 529 Investment Plan 41.79 Plan Details 22 Utah Utah Educational Savings Plan (UESP) 42.40 Plan Details 23 New Jersey NJBEST 529 College Savings Plan 42.63 24 Indiana CollegeChoice 529 Direct Savings Plan 43.57 Enroll Now 25 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 43.85 Plan Details 26 Mississippi Mississippi Affordable College Savings (MACS) Program 45.19 Plan Details 27 Oklahoma Oklahoma College Savings Plan 45.38 Plan Details 28 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 46.80 Enroll Now 29 Illinois Bright Start College Savings Program -- Direct-sold Plan 47.47 Enroll Now 30 Vermont Vermont Higher Education Investment Plan 47.70 Plan Details 31 Montana Montana Family Education Savings Program -- Investment Plan 47.82 Plan Details 32 Idaho Idaho College Savings Program (IDeal) 47.98 Enroll Now 33 Virginia Virginia529 inVEST 48.30 Enroll Now 34 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 48.77 Enroll Now 35 Maryland College Savings Plans of Maryland -- College Investment Plan 49.36 Plan Details 36 North Dakota College SAVE 49.44 Enroll Now 37 Minnesota Minnesota College Savings Plan 49.87 Plan Details 38 Nevada SSgA Upromise 529 Plan 50.05 Plan Details 39 Arkansas GIFT College Investing Plan 51.13 Plan Details 40 Ohio Ohio CollegeAdvantage 529 Savings Plan 51.22 Enroll Now 41 Oregon Oregon College Savings Plan 52.63 Plan Details 42 Nebraska TD Ameritrade 529 College Savings Plan 54.70 Plan Details 43 Kentucky Kentucky Education Savings Plan Trust 56.40 Plan Details 44 Connecticut Connecticut Higher Education Trust (CHET) 56.51 Plan Details 45 Alabama CollegeCounts 529 Fund 57.63 Enroll Now 46 South Dakota CollegeAccess 529 (Direct-sold) 62.48 Plan Details 47 Nevada USAA 529 College Savings Plan 63.69 Plan Details 48 Rhode Island CollegeBoundfund (Direct-sold, Alternative RI) 65.55 Enroll Now 49 Texas Texas College Savings Plan 66.02 Enroll Now 50 Delaware Delaware College Investment Plan 66.44 Enroll Now 51 New Hampshire UNIQUE College Investing Plan 66.54 Enroll Now 52 Massachusetts U.Fund College Investing Plan 66.92 Enroll Now 53 Arizona Fidelity Arizona College Savings Plan 67.37 Enroll Now 54 Kansas Schwab 529 College Savings Plan 71.62 Plan Details 55 West Virginia SMART529 Select 78.66 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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