2016 section 529 college savings plans

Top-ranked plans, based on assets and performance

Sep 11, 2016 @ 12:01 am

By arjuna-design Research and Ellie Zhu

Ranked by assets

StateProgramManagerAssets ($M)
VACollegeAmericaAmerican Funds$51,950.0
NYNew York's 529 Program (Direct)Ascensus$19,046.8
NVThe Vanguard 529 College Savings PlanAscensus$13,202.3
NHUNIQUE College Investing PlanFidelity Investments$10,676.9
UTUtah Educational Savings PlanUtah Educational Savings Plan$9,322.8
MENextGen College Investing Plan SelectMerrill Lynch Pierce Fenner & Smith$8,210.4
CAScholarShare College Savings PlanTIAA Tuition Financing Inc.$6,901.8
MAU.Fund College Investing PlanFidelity Investments$5,156.6
OHBlackRock CollegeAdvantage 529 PlanBlackRock Advisors$4,779.3
MDMaryland College Investment PlanT. Rowe Price Associates Inc.$4,552.5
MIMichigan Education Savings ProgramTIAA Tuition Financing Inc.$4,512.5
AKJohn Hancock Freedom 529T. Rowe Price Associates Inc.$4,413.1
NHFidelity Advisor 529 PlanFidelity Investments$4,397.4
OHCollegeAdvantage 529 Savings PlanOhio Tuition Trust Authority$4,384.3
IACollege Savings Iowa 529 PlanVanguard Group Inc.$4,263.1
ILBright Start College Savings (Direct)OFI Private Investments Inc.$4,214.1
NYNew York's 529 Program (Advisor-Guided)Ascensus$3,899.9
COScholars Choice College Savings ProgramLegg Mason Global Asset Allocation$3,766.5
VAVirginia529 inVESTVirginia College Savings Plan$3,419.0
NJFranklin Templeton 529 College Savings PlanFranklin Templeton Distributors Inc.$3,328.3
KSSchwab 529 College Savings PlanAmerican Century Inv Mgmt Inc.$3,096.1
NVUSAA College Savings PlanAscensus$2,785.5
COCollegeInvest Direct PortfolioAscensus$2,760.5
AKUniversity of Alaska Coll Savings PlanT. Rowe Price Associates Inc.$2,667.4
CTConnecticut Higher Education TrustTIAA Tuition Financing Inc.$2,526.6

Most current assets available as of Aug. 22; Source: Morningstar Inc.

Top five plans, based on three-year performance

Rank Direct-sold Adviser-sold RIA-sold
1 District of ColumbiaDC 529 College Savings Program District of ColumbiaDC 529 College Savings Program NevadaSSGA Upromise 529 Plan
2 New YorkNew York's 529 College Savings Program VirginiaCollegeAmerica VirginiaCollegeAmerica (Class 529-F)
3 TennesseeTNStars College Savings 529 Program IndianaCollegeChoice Advisor 529 Savings Plan South CarolinaFuture Scholar 529 College Savings Plan (Class Z)
4 MichiganMichigan Education Savings Program South CarolinaFuture Scholar 529 College Savings Plan WisconsinTomorrow's Scholar 529 Plan (Class W)
5 CaliforniaThe ScholarShare College Savings Plan WisconsinTomorrow's Scholar 529 Plan NebraskaTD Ameritrade 529 College Savings Plan
As of June 30. Rankings are derived using the plans' relevant portfolio performance in seven unique asset allocation categories. The asset allocation categories used are 100% equity, 80% equity, 60% equity, 40% equity, 20%equity, 100% fixed, and 100% short-term. Each plan's composite ranking is determined by the average of its performance score in the seven categories; Source: Savingforcollege.com

Adviser-sold plans, Ranked by assets

Direct-sold plans, Ranked by assets

Note: Most-current assets available as of Aug. 22.; Source: Morningstar Inc.

0
Comments

What do you think?

View comments

Recommended for you

As we begin 2018, what does the future hold for exchange-traded funds? How much should be allocated? Arrow Fund's Joe Barrato explains. Plus how alternatives could play into the mix.

Recommended Video

Channels

Latest news & opinion

Wells Fargo, Morgan Stanley use contrary tactics to keep advisers

Wells is helping brokers transition to independence within the firm, while Morgan is taking them to court.

Fidelity pushes Vanguard to compete on brand in 401(k) plans

With Fidelity imposing an additional fee, Vanguard likely will look less attractive compared with comparably priced index-fund providers, advisers said.

Goldman's measure of risk appetite hits record

Global stocks and U.S. Treasuries are seeing their most "extreme" start to a year ever, bank says.

Wells Fargo erasing hurdles for advisers looking to move to its IBD

If advisers commit to staying at FiNet for a two-to-three year period, they will not have to pay Wells the fees it currently charges advisers switching channels.

El-Erian warns advisers on ETF liquidity

If investors decide to exit exchange-traded funds en masse, things could get nasty, economist says.

X

Hi! Glad you're here and we hope you like all the great work we do here at arjuna-design. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting arjuna-design.com? It'll help us continue to serve you.

Yes, show me how to whitelist arjuna-design.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Last News

social security widow survivor benefits jp morgan brokerage account upromise 529 plan reit tax implications allstate stand western asset middle market debt fund cfp exam results dow jones closing average lazard international equity usaa precious metal fund why did wells fargo buy wachovia florida prepaid college out of state ssdi for child of disabled parent american funds target date retirement series what is the definition of fiduciary great west bond index fund i vanguard institutional index fund institutional plus shares fdic insures up to how much capital gains tax loss carry forward morgan stanley financial advisor training program civil service pension lump sum calculator genworth life and annuity ins co social security maximum taxable earnings va medicare part b vanguard small cap growth index fund admiral hsa max contribution 2014 fidelity mid cap growth fund charles schwab mutual funds review what is social security wages on w2 fidelity contrafund stock quote knights of columbus long term care insurance tax on social security benefits calculator ira rollover tax form 5498 wells fargo financial advisors salary t rowe price investor magazine