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Wednesday, June 3, 2020

2015 One-year Top Performing Direct Plans Q1

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 March 31, 2015 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) 13.17 Enroll Now 2 Tennessee TNStars College Savings 529 Program 21.75 Plan Details 3 Michigan Michigan Education Savings Program 22.27 Plan Details 4 New York New York's 529 College Savings Program -- Direct Plan 22.49 5 California The ScholarShare College Savings Plan 25.25 Plan Details 6 Louisiana START Saving Program 26.44 Plan Details 7 Vermont Vermont Higher Education Investment Plan 27.61 Plan Details 8 Colorado Direct Portfolio College Savings Plan 29.10 Enroll Now 9 Mississippi Mississippi Affordable College Savings (MACS) Program 30.49 Plan Details 10 Maine NextGen College Investing Plan -- Client Direct Series 31.96 Enroll Now 11 Georgia Path2College 529 Plan 32.05 Enroll Now 12 Wisconsin Edvest 32.15 Plan Details 13 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 32.23 Enroll Now 14 Iowa College Savings Iowa 32.83 Enroll Now 15 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 32.99 16 Florida Florida 529 Savings Plan 33.68 Plan Details 17 Oklahoma Oklahoma College Savings Plan 33.87 Plan Details 18 Pennsylvania Pennsylvania 529 Investment Plan 34.23 Plan Details 19 Hawaii Hawaii's College Savings Program 34.52 Enroll Now 20 Nevada SSgA Upromise 529 Plan 34.58 Plan Details 21 Nevada The Vanguard 529 Savings Plan 35.81 Plan Details 22 North Carolina National College Savings Program 37.53 Enroll Now 23 New Mexico The Education Plan's College Savings Program 38.02 Enroll Now 24 Virginia Virginia529 inVEST 38.34 Enroll Now 25 West Virginia SMART529 WV Direct College Savings Plan 39.16 Plan Details 26 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 40.09 Enroll Now 27 Ohio Ohio CollegeAdvantage 529 Savings Plan 40.18 Enroll Now 28 Kentucky Kentucky Education Savings Plan Trust 41.10 Plan Details 29 Idaho Idaho College Savings Program (IDeal) 41.24 Enroll Now 30 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 42.93 Plan Details 31 North Dakota College SAVE 43.32 Enroll Now 32 Montana Montana Family Education Savings Program -- Investment Plan 43.42 Plan Details 33 Indiana CollegeChoice 529 Direct Savings Plan 43.95 Enroll Now 34 Arkansas GIFT College Investing Plan 44.01 Plan Details 35 Utah Utah Educational Savings Plan (UESP) 46.56 Plan Details 36 Nebraska TD Ameritrade 529 College Savings Plan 46.98 Plan Details 37 Connecticut Connecticut Higher Education Trust (CHET) 47.49 Plan Details 38 Alaska University of Alaska College Savings Plan 47.57 39 Oregon Oregon College Savings Plan 47.97 Plan Details 40 Illinois Bright Start College Savings Program -- Direct-sold Plan 48.03 Enroll Now 41 Alabama CollegeCounts 529 Fund 49.91 Enroll Now 42 New Jersey NJBEST 529 College Savings Plan 50.85 43 Alaska T. Rowe Price College Savings Plan 55.17 44 Delaware Delaware College Investment Plan 56.80 Enroll Now 45 Massachusetts U.Fund College Investing Plan 56.80 Enroll Now 46 New Hampshire UNIQUE College Investing Plan 56.83 Enroll Now 47 Arizona Fidelity Arizona College Savings Plan 56.90 Enroll Now 48 Texas Texas College Savings Plan 58.15 Enroll Now 49 Rhode Island CollegeBoundfund (Direct-sold, Alternative RI) 62.64 Enroll Now 50 Maryland College Savings Plans of Maryland -- College Investment Plan 63.90 Plan Details 51 Kansas Schwab 529 College Savings Plan 64.32 Plan Details 52 West Virginia SMART529 Select 77.80 Plan Details 53 Nevada USAA 529 College Savings Plan 80.71 Plan Details 54 South Dakota CollegeAccess 529 (Direct-sold) 81.33 Plan Details - Minnesota Minnesota College Savings 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. 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 March 31, 2015 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) 13.17 Enroll Now 2 Tennessee TNStars College Savings 529 Program 21.75 Plan Details 3 Michigan Michigan Education Savings Program 22.27 Plan Details 4 New York New York's 529 College Savings Program -- Direct Plan 22.49 5 California The ScholarShare College Savings Plan 25.25 Plan Details 6 Louisiana START Saving Program 26.44 Plan Details 7 Vermont Vermont Higher Education Investment Plan 27.61 Plan Details 8 Colorado Direct Portfolio College Savings Plan 29.10 Enroll Now 9 Mississippi Mississippi Affordable College Savings (MACS) Program 30.49 Plan Details 10 Maine NextGen College Investing Plan -- Client Direct Series 31.96 Enroll Now 11 Georgia Path2College 529 Plan 32.05 Enroll Now 12 Wisconsin Edvest 32.15 Plan Details 13 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 32.23 Enroll Now 14 Iowa College Savings Iowa 32.83 Enroll Now 15 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 32.99 16 Florida Florida 529 Savings Plan 33.68 Plan Details 17 Oklahoma Oklahoma College Savings Plan 33.87 Plan Details 18 Pennsylvania Pennsylvania 529 Investment Plan 34.23 Plan Details 19 Hawaii Hawaii's College Savings Program 34.52 Enroll Now 20 Nevada SSgA Upromise 529 Plan 34.58 Plan Details 21 Nevada The Vanguard 529 Savings Plan 35.81 Plan Details 22 North Carolina National College Savings Program 37.53 Enroll Now 23 New Mexico The Education Plan's College Savings Program 38.02 Enroll Now 24 Virginia Virginia529 inVEST 38.34 Enroll Now 25 West Virginia SMART529 WV Direct College Savings Plan 39.16 Plan Details 26 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 40.09 Enroll Now 27 Ohio Ohio CollegeAdvantage 529 Savings Plan 40.18 Enroll Now 28 Kentucky Kentucky Education Savings Plan Trust 41.10 Plan Details 29 Idaho Idaho College Savings Program (IDeal) 41.24 Enroll Now 30 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 42.93 Plan Details 31 North Dakota College SAVE 43.32 Enroll Now 32 Montana Montana Family Education Savings Program -- Investment Plan 43.42 Plan Details 33 Indiana CollegeChoice 529 Direct Savings Plan 43.95 Enroll Now 34 Arkansas GIFT College Investing Plan 44.01 Plan Details 35 Utah Utah Educational Savings Plan (UESP) 46.56 Plan Details 36 Nebraska TD Ameritrade 529 College Savings Plan 46.98 Plan Details 37 Connecticut Connecticut Higher Education Trust (CHET) 47.49 Plan Details 38 Alaska University of Alaska College Savings Plan 47.57 39 Oregon Oregon College Savings Plan 47.97 Plan Details 40 Illinois Bright Start College Savings Program -- Direct-sold Plan 48.03 Enroll Now 41 Alabama CollegeCounts 529 Fund 49.91 Enroll Now 42 New Jersey NJBEST 529 College Savings Plan 50.85 43 Alaska T. Rowe Price College Savings Plan 55.17 44 Delaware Delaware College Investment Plan 56.80 Enroll Now 45 Massachusetts U.Fund College Investing Plan 56.80 Enroll Now 46 New Hampshire UNIQUE College Investing Plan 56.83 Enroll Now 47 Arizona Fidelity Arizona College Savings Plan 56.90 Enroll Now 48 Texas Texas College Savings Plan 58.15 Enroll Now 49 Rhode Island CollegeBoundfund (Direct-sold, Alternative RI) 62.64 Enroll Now 50 Maryland College Savings Plans of Maryland -- College Investment Plan 63.90 Plan Details 51 Kansas Schwab 529 College Savings Plan 64.32 Plan Details 52 West Virginia SMART529 Select 77.80 Plan Details 53 Nevada USAA 529 College Savings Plan 80.71 Plan Details 54 South Dakota CollegeAccess 529 (Direct-sold) 81.33 Plan Details - Minnesota Minnesota College Savings 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. 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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