Thursday, June 4, 2020

2016 One-year Top Performing Direct Plans Q2

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 "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, 2016 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 Performance score 1 Michigan Michigan Education Savings Program 21.17 Plan Details 2 Tennessee TNStars College Savings 529 Program 23.86 Plan Details 3 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 25.27 Enroll Now 4 New York New York's 529 College Savings Program -- Direct Plan 27.21 5 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 27.92 Enroll Now 6 Virginia Virginia529 inVEST 28.79 Enroll Now 7 Louisiana START Saving Program 29.08 Plan Details 8 Pennsylvania Pennsylvania 529 Investment Plan 29.63 Plan Details 9 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 29.76 10 Minnesota Minnesota College Savings Plan 29.76 Plan Details 11 Mississippi Mississippi Affordable College Savings (MACS) Program 30.49 Plan Details 12 West Virginia SMART529 WV Direct College Savings Plan 31.26 Plan Details 13 Iowa College Savings Iowa 31.84 Enroll Now 14 Georgia Path2College 529 Plan 32.05 Enroll Now 15 Colorado Direct Portfolio College Savings Plan 32.50 Enroll Now 16 Nebraska TD Ameritrade 529 College Savings Plan 32.67 Plan Details 17 Hawaii Hawaii's College Savings Program 33.78 Enroll Now 18 Illinois Bright Start College Savings Program -- Direct-sold Plan 34.28 Enroll Now 19 Nevada SSGA Upromise 529 Plan 35.59 Plan Details 20 North Carolina National College Savings Program 35.66 Enroll Now 21 Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 36.44 Enroll Now 22 Idaho Idaho College Savings Program (IDeal) 36.76 Enroll Now 23 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 36.89 Plan Details 24 California The ScholarShare College Savings Plan 37.19 Plan Details 25 Alabama CollegeCounts 529 Fund 37.38 Enroll Now 26 Wisconsin Edvest 37.92 Plan Details 27 Alaska University of Alaska College Savings Plan 38.15 28 Oklahoma Oklahoma College Savings Plan 39.26 Plan Details 29 Maine NextGen College Investing Plan -- Client Direct Series 39.63 Enroll Now 30 District of Columbia DC 529 College Savings Program (Direct-sold) 39.68 Enroll Now 31 Nevada The Vanguard 529 Savings Plan 39.78 Plan Details 32 Arkansas GIFT College Investing Plan 41.36 Plan Details 33 Kentucky Kentucky Education Savings Plan Trust 41.47 Plan Details 34 Florida Florida 529 Savings Plan 41.81 Plan Details 35 Utah Utah Educational Savings Plan (UESP) 41.96 Plan Details 36 Alaska T. Rowe Price College Savings Plan 44.19 37 Indiana CollegeChoice 529 Direct Savings Plan 45.48 Enroll Now 38 Oregon Oregon College Savings Plan 49.68 Plan Details 39 New Mexico The Education Plan's College Savings Program 51.70 Enroll Now 40 Arizona Fidelity Arizona College Savings Plan 53.10 Enroll Now 41 Massachusetts U.Fund College Investing Plan 53.27 Enroll Now 42 Delaware Delaware College Investment Plan 53.33 Enroll Now 43 New Hampshire UNIQUE College Investing Plan 53.37 Enroll Now 44 Texas Texas College Savings Plan 54.43 Enroll Now 45 Maryland College Savings Plans of Maryland -- College Investment Plan 55.74 Plan Details 46 Connecticut Connecticut Higher Education Trust (CHET) 57.42 Plan Details 47 Kansas Schwab 529 College Savings Plan 57.44 Plan Details 48 Rhode Island CollegeBoundFund (Direct-sold, Alternative RI) 61.21 Enroll Now 49 West Virginia SMART529 Select 66.71 Plan Details 50 Nevada USAA 529 College Savings Plan 74.21 Plan Details 51 North Dakota College SAVE 78.44 Enroll Now 52 New Jersey NJBEST 529 College Savings Plan 81.48 53 South Dakota CollegeAccess 529 (Direct-sold) 83.69 Plan Details - Montana Achieve Montana NA Plan Details - 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. 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 "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, 2016 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 Performance score 1 Michigan Michigan Education Savings Program 21.17 Plan Details 2 Tennessee TNStars College Savings 529 Program 23.86 Plan Details 3 South Carolina Future Scholar 529 College Savings Plan (Direct-sold) 25.27 Enroll Now 4 New York New York's 529 College Savings Program -- Direct Plan 27.21 5 Nebraska Nebraska Education Savings Trust - Direct College Savings Plan 27.92 Enroll Now 6 Virginia Virginia529 inVEST 28.79 Enroll Now 7 Louisiana START Saving Program 29.08 Plan Details 8 Pennsylvania Pennsylvania 529 Investment Plan 29.63 Plan Details 9 Missouri MOST - Missouri's 529 College Savings Plan (Direct-sold) 29.76 10 Minnesota Minnesota College Savings Plan 29.76 Plan Details 11 Mississippi Mississippi Affordable College Savings (MACS) Program 30.49 Plan Details 12 West Virginia SMART529 WV Direct College Savings Plan 31.26 Plan Details 13 Iowa College Savings Iowa 31.84 Enroll Now 14 Georgia Path2College 529 Plan 32.05 Enroll Now 15 Colorado Direct Portfolio College Savings Plan 32.50 Enroll Now 16 Nebraska TD Ameritrade 529 College Savings Plan 32.67 Plan Details 17 Hawaii Hawaii's College Savings Program 33.78 Enroll Now 18 Illinois Bright Start College Savings Program -- Direct-sold Plan 34.28 Enroll Now 19 Nevada SSGA Upromise 529 Plan 35.59 Plan Details 20 North Carolina National College Savings Program 35.66 Enroll Now 21 Ohio Ohio CollegeAdvantage Direct 529 Savings Plan 36.44 Enroll Now 22 Idaho Idaho College Savings Program (IDeal) 36.76 Enroll Now 23 Kansas Learning Quest 529 Education Savings Program (Direct-sold) 36.89 Plan Details 24 California The ScholarShare College Savings Plan 37.19 Plan Details 25 Alabama CollegeCounts 529 Fund 37.38 Enroll Now 26 Wisconsin Edvest 37.92 Plan Details 27 Alaska University of Alaska College Savings Plan 38.15 28 Oklahoma Oklahoma College Savings Plan 39.26 Plan Details 29 Maine NextGen College Investing Plan -- Client Direct Series 39.63 Enroll Now 30 District of Columbia DC 529 College Savings Program (Direct-sold) 39.68 Enroll Now 31 Nevada The Vanguard 529 Savings Plan 39.78 Plan Details 32 Arkansas GIFT College Investing Plan 41.36 Plan Details 33 Kentucky Kentucky Education Savings Plan Trust 41.47 Plan Details 34 Florida Florida 529 Savings Plan 41.81 Plan Details 35 Utah Utah Educational Savings Plan (UESP) 41.96 Plan Details 36 Alaska T. Rowe Price College Savings Plan 44.19 37 Indiana CollegeChoice 529 Direct Savings Plan 45.48 Enroll Now 38 Oregon Oregon College Savings Plan 49.68 Plan Details 39 New Mexico The Education Plan's College Savings Program 51.70 Enroll Now 40 Arizona Fidelity Arizona College Savings Plan 53.10 Enroll Now 41 Massachusetts U.Fund College Investing Plan 53.27 Enroll Now 42 Delaware Delaware College Investment Plan 53.33 Enroll Now 43 New Hampshire UNIQUE College Investing Plan 53.37 Enroll Now 44 Texas Texas College Savings Plan 54.43 Enroll Now 45 Maryland College Savings Plans of Maryland -- College Investment Plan 55.74 Plan Details 46 Connecticut Connecticut Higher Education Trust (CHET) 57.42 Plan Details 47 Kansas Schwab 529 College Savings Plan 57.44 Plan Details 48 Rhode Island CollegeBoundFund (Direct-sold, Alternative RI) 61.21 Enroll Now 49 West Virginia SMART529 Select 66.71 Plan Details 50 Nevada USAA 529 College Savings Plan 74.21 Plan Details 51 North Dakota College SAVE 78.44 Enroll Now 52 New Jersey NJBEST 529 College Savings Plan 81.48 53 South Dakota CollegeAccess 529 (Direct-sold) 83.69 Plan Details - Montana Achieve Montana NA Plan Details - 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. 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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