Thursday, June 11, 2020
2012 Ten-year Top Performing Direct Plans Q4
  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 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 December 31, 2012 for  Direct-sold 529 plans.    Ten-year performance ranking (click here for one-year performance table, three-year performance table, and five-year performance table,) :      	  		Rank  		State  		Plan  		Percentile  	  		  		1  		Alaska  		T. Rowe Price College Savings Plan  		20.19  	  		  		2  		Alaska  		University of Alaska College Savings Plan  		27.20  	  		  		3  		Virginia  		Virginia529 inVEST  		33.07  	  		  		4  		Maryland  		College Savings Plans of Maryland -- College Investment Plan  		34.36  	  		  		5  		Louisiana  		START Saving Program  		40.90  	  		  		6  		Iowa  		College Savings Iowa  		43.58  	  		  		7  		South Carolina  		Future Scholar 529 College Savings Plan (Direct-sold)  		45.20  	  		  		8  		Nevada  		The Vanguard 529 Savings Plan  		49.40  	  		  		9  		Rhode Island  		CollegeBoundfund (Direct-sold, Alternative RI)  		56.13  	  		  		-  		Alabama  		College Counts 529 Fund (Direct-sold)  		NA  	  		  		-  		Arizona  		Fidelity Arizona College Savings Plan  		NA  	  		  		-  		Arkansas  		GIFT College Investing Plan  		NA  	  		  		-  		California  		The ScholarShare College Savings Plan  		NA  	  		  		-  		Colorado  		Direct Portfolio College Savings Plan  		NA  	  		  		-  		Connecticut  		Connecticut Higher Education Trust (CHET)  		NA  	  		  		-  		Delaware  		Delaware College Investment Plan  		NA  	  		  		-  		District of Columbia  		DC 529 College Savings Program (Direct-sold)  		NA  	  		  		-  		Florida  		Florida 529 Savings Plan  		NA  	  		  		-  		Georgia  		Path2College 529 Plan  		NA  	  		  		-  		Hawaii  		Hawaii's College Savings Program  		NA  	  		  		-  		Idaho  		Idaho College Savings Program (IDeal)  		NA  	  		  		-  		Illinois  		Bright Start College Savings Program -- Direct-sold Plan  		NA  	  		  		-  		Indiana  		CollegeChoice 529 Investment Plan (Direct-sold)  		NA  	  		  		-  		Kansas  		Learning Quest 529 Education Savings Program (Direct-sold)  		NA  	  		  		-  		Kansas  		Schwab 529 College Savings Plan  		NA  	  		  		-  		Kentucky  		Kentucky Education Savings Plan Trust  		NA  	  		  		-  		Maine  		NextGen College Investing Plan -- Client Direct Series  		NA  	  		  		-  		Massachusetts  		U.Fund College Investing Plan  		NA  	  		  		-  		Michigan  		Michigan Education Savings Program  		NA  	  		  		-  		Minnesota  		Minnesota College Savings Plan  		NA  	  		  		-  		Mississippi  		Mississippi Affordable College Savings (MACS) Program  		NA  	  		  		-  		Missouri  		MOST - Missouri's 529 College Savings Plan (Direct-sold)  		NA  	  		  		-  		Montana  		Montana Family Education Savings Program Investment Plan  		NA  	  		  		-  		Nebraska  		Nebraska Education Savings Trust -  Direct College Savings Plan  		NA  	  		  		-  		Nebraska  		TD Ameritrade 529 College Savings Plan  		NA  	  		  		-  		Nevada  		SSgA Upromise College Fund  		NA  	  		  		-  		Nevada  		USAA 529 College Savings Plan  		NA  	  		  		-  		New Hampshire  		UNIQUE College Investing Plan  		NA  	  		  		-  		New Jersey  		NJBEST 529 College Savings Plan  		NA  	  		  		-  		New Mexico  		The Education Plan's College Savings Program (Direct-sold)  		NA  	  		  		-  		New York  		New York's 529 College Savings Program -- Direct Plan  		NA  	  		  		-  		North Carolina  		National College Savings Program  		NA  	  		  		-  		North Dakota  		College SAVE  		NA  	  		  		-  		Ohio  		Ohio CollegeAdvantage 529 Savings Plan  		NA  	  		  		-  		Oklahoma  		Oklahoma College Savings Plan  		NA  	  		  		-  		Oregon  		Oregon College Savings Plan  		NA  	  		  		-  		Pennsylvania  		Pennsylvania 529 Investment Plan  		NA  	  		  		-  		South Dakota  		CollegeAccess 529 (Direct-sold)  		NA  	  		  		-  		Tennessee  		TNStars College Savings 529 Program  		NA  	  		  		-  		Texas  		Texas College Savings Plan  		NA  	  		  		-  		Utah  		Utah Educational Savings Plan (UESP) Trust  		NA  	  		  		-  		Vermont  		Vermont Higher Education Investment Plan  		NA  	  		  		-  		West Virginia  		SMART529 Select  		NA  	  		  		-  		West Virginia  		SMART529 WV Direct  		NA  	  		  		-  		Wisconsin  		Edvest College Savings Plan  		NA  	  	    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 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 December 31, 2012 for  Direct-sold 529 plans.    Ten-year performance ranking (click here for one-year performance table, three-year performance table, and five-year performance table,) :      	  		Rank  		State  		Plan  		Percentile  	  		  		1  		Alaska  		T. Rowe Price College Savings Plan  		20.19  	  		  		2  		Alaska  		University of Alaska College Savings Plan  		27.20  	  		  		3  		Virginia  		Virginia529 inVEST  		33.07  	  		  		4  		Maryland  		College Savings Plans of Maryland -- College Investment Plan  		34.36  	  		  		5  		Louisiana  		START Saving Program  		40.90  	  		  		6  		Iowa  		College Savings Iowa  		43.58  	  		  		7  		South Carolina  		Future Scholar 529 College Savings Plan (Direct-sold)  		45.20  	  		  		8  		Nevada  		The Vanguard 529 Savings Plan  		49.40  	  		  		9  		Rhode Island  		CollegeBoundfund (Direct-sold, Alternative RI)  		56.13  	  		  		-  		Alabama  		College Counts 529 Fund (Direct-sold)  		NA  	  		  		-  		Arizona  		Fidelity Arizona College Savings Plan  		NA  	  		  		-  		Arkansas  		GIFT College Investing Plan  		NA  	  		  		-  		California  		The ScholarShare College Savings Plan  		NA  	  		  		-  		Colorado  		Direct Portfolio College Savings Plan  		NA  	  		  		-  		Connecticut  		Connecticut Higher Education Trust (CHET)  		NA  	  		  		-  		Delaware  		Delaware College Investment Plan  		NA  	  		  		-  		District of Columbia  		DC 529 College Savings Program (Direct-sold)  		NA  	  		  		-  		Florida  		Florida 529 Savings Plan  		NA  	  		  		-  		Georgia  		Path2College 529 Plan  		NA  	  		  		-  		Hawaii  		Hawaii's College Savings Program  		NA  	  		  		-  		Idaho  		Idaho College Savings Program (IDeal)  		NA  	  		  		-  		Illinois  		Bright Start College Savings Program -- Direct-sold Plan  		NA  	  		  		-  		Indiana  		CollegeChoice 529 Investment Plan (Direct-sold)  		NA  	  		  		-  		Kansas  		Learning Quest 529 Education Savings Program (Direct-sold)  		NA  	  		  		-  		Kansas  		Schwab 529 College Savings Plan  		NA  	  		  		-  		Kentucky  		Kentucky Education Savings Plan Trust  		NA  	  		  		-  		Maine  		NextGen College Investing Plan -- Client Direct Series  		NA  	  		  		-  		Massachusetts  		U.Fund College Investing Plan  		NA  	  		  		-  		Michigan  		Michigan Education Savings Program  		NA  	  		  		-  		Minnesota  		Minnesota College Savings Plan  		NA  	  		  		-  		Mississippi  		Mississippi Affordable College Savings (MACS) Program  		NA  	  		  		-  		Missouri  		MOST - Missouri's 529 College Savings Plan (Direct-sold)  		NA  	  		  		-  		Montana  		Montana Family Education Savings Program Investment Plan  		NA  	  		  		-  		Nebraska  		Nebraska Education Savings Trust -  Direct College Savings Plan  		NA  	  		  		-  		Nebraska  		TD Ameritrade 529 College Savings Plan  		NA  	  		  		-  		Nevada  		SSgA Upromise College Fund  		NA  	  		  		-  		Nevada  		USAA 529 College Savings Plan  		NA  	  		  		-  		New Hampshire  		UNIQUE College Investing Plan  		NA  	  		  		-  		New Jersey  		NJBEST 529 College Savings Plan  		NA  	  		  		-  		New Mexico  		The Education Plan's College Savings Program (Direct-sold)  		NA  	  		  		-  		New York  		New York's 529 College Savings Program -- Direct Plan  		NA  	  		  		-  		North Carolina  		National College Savings Program  		NA  	  		  		-  		North Dakota  		College SAVE  		NA  	  		  		-  		Ohio  		Ohio CollegeAdvantage 529 Savings Plan  		NA  	  		  		-  		Oklahoma  		Oklahoma College Savings Plan  		NA  	  		  		-  		Oregon  		Oregon College Savings Plan  		NA  	  		  		-  		Pennsylvania  		Pennsylvania 529 Investment Plan  		NA  	  		  		-  		South Dakota  		CollegeAccess 529 (Direct-sold)  		NA  	  		  		-  		Tennessee  		TNStars College Savings 529 Program  		NA  	  		  		-  		Texas  		Texas College Savings Plan  		NA  	  		  		-  		Utah  		Utah Educational Savings Plan (UESP) Trust  		NA  	  		  		-  		Vermont  		Vermont Higher Education Investment Plan  		NA  	  		  		-  		West Virginia  		SMART529 Select  		NA  	  		  		-  		West Virginia  		SMART529 WV Direct  		NA  	  		  		-  		Wisconsin  		Edvest College Savings Plan  		NA  	  	    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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