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.


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