Monday, July 6, 2020
2013 Top Advisor-sold 529 Plans Q1
Savingforcollege.com's 529 Performance Rankings as of March 31, 2013 are now available. The full set of rankings, plan scores, and underlying data is available to premium subscribers clicking HERE. Here are the top-five, advisor-sold 529 plans based on their "composite" rankings: 1-year performance, not including sales charges (NAV) Colorado: Scholars Choice College Savings Program Michigan: MI 529 Advisor Connecticut: Connecticut Higher Education Trust (CHET) Advisor College Savings Plan Virginia: CollegeAmerica Oregon: MFS 529 Savings Plan 1-year performance, including sales charges (POP) Colorado: Scholars Choice College Savings Program District of Columbia: DC 529 College Savings Program (Advisor-sold) Illinois: Bright Directions College Savings Program Virginia: CollegeAmerica Michigan: MI 529 Advisor 3-year performance, not including sales charges (NAV) Colorado: Scholars Choice College Savings Program Oregon: MFS 529 Savings Plan Oklahoma: Oklahoma Dream 529 Plan District of Columbia: DC 529 College Savings Program (Advisor-sold) Missouri: MOST - Missouri's 529 Advisor Plan 3-year performance, including sales charges (POP) Colorado: Scholars Choice College Savings Program District of Columbia: DC 529 College Savings Program (Advisor-sold) Oklahoma: Oklahoma Dream 529 Plan Virginia: CollegeAmerica Missouri: MOST - Missouri's 529 Advisor Plan 5-year performance, not including sales charges (NAV) Missouri: MOST - Missouri's 529 Advisor Plan Oregon: MFS 529 Savings Plan Maine: NextGen College Investing Plan -- Client Select Series Arizona: Ivy Funds InvestEd Plan Alaska: John Hancock Freedom 529 5-year performance, including sales charges (POP) Missouri: MOST - Missouri's 529 Advisor Plan Colorado: Scholars Choice College Savings Program Oregon: MFS 529 Savings Plan Arizona: Ivy Funds InvestEd Plan Maine: NextGen College Investing Plan -- Client Select Series 10-year performance, not including sales charges (NAV) Alaska: John Hancock Freedom 529 Virginia: CollegeAmerica South Carolina: Future Scholar 529 College Savings Plan (Advisor-sold) Oregon: MFS 529 Savings Plan West Virginia: The Hartford SMART529 10-year performance, including sales charges (POP) Alaska: John Hancock Freedom 529 Virginia: CollegeAmerica South Carolina: Future Scholar 529 College Savings Plan (Advisor-sold) Oregon: MFS 529 Savings Plan Rhode Island: CollegeBoundfund (Advisor-sold) Here are the top three performing RIA Channel 529 Plans for one, three, five, and ten years: 1-year performance Colorado: Scholars Choice College Savings Program (Class O) Connecticut: Connecticut Higher Education Trust (CHET) Advisor College Savings Plan (Class E) Virginia: CollegeAmerica (Class 529-F) 3-year performance Colorado: Scholars Choice College Savings Program (Class O) South Carolina: Future Scholar 529 College Savings Plan (Class Z) Virginia: CollegeAmerica (Class 529-F) 5-year performance Kansas: Schwab 529 College Savings Plan South Carolina: Future Scholar 529 College Savings Plan (Class Z) Virginia: CollegeAmerica (Class 529-F) 10-year performance Virginia: CollegeAmerica (Class 529-F) West Virginia: The Hartford SMART529 (Class E) Rhode Island: CollegeBoundfund (Class R) Here's a reminder that past performance is not a guarantee of future returns. Our ranking methodology is described in our white paper. Savingforcollege.com's 529 Performance Rankings as of March 31, 2013 are now available. The full set of rankings, plan scores, and underlying data is available to premium subscribers clicking HERE. Here are the top-five, advisor-sold 529 plans based on their "composite" rankings: 1-year performance, not including sales charges (NAV) Colorado: Scholars Choice College Savings Program Michigan: MI 529 Advisor Connecticut: Connecticut Higher Education Trust (CHET) Advisor College Savings Plan Virginia: CollegeAmerica Oregon: MFS 529 Savings Plan 1-year performance, including sales charges (POP) Colorado: Scholars Choice College Savings Program District of Columbia: DC 529 College Savings Program (Advisor-sold) Illinois: Bright Directions College Savings Program Virginia: CollegeAmerica Michigan: MI 529 Advisor 3-year performance, not including sales charges (NAV) Colorado: Scholars Choice College Savings Program Oregon: MFS 529 Savings Plan Oklahoma: Oklahoma Dream 529 Plan District of Columbia: DC 529 College Savings Program (Advisor-sold) Missouri: MOST - Missouri's 529 Advisor Plan 3-year performance, including sales charges (POP) Colorado: Scholars Choice College Savings Program District of Columbia: DC 529 College Savings Program (Advisor-sold) Oklahoma: Oklahoma Dream 529 Plan Virginia: CollegeAmerica Missouri: MOST - Missouri's 529 Advisor Plan 5-year performance, not including sales charges (NAV) Missouri: MOST - Missouri's 529 Advisor Plan Oregon: MFS 529 Savings Plan Maine: NextGen College Investing Plan -- Client Select Series Arizona: Ivy Funds InvestEd Plan Alaska: John Hancock Freedom 529 5-year performance, including sales charges (POP) Missouri: MOST - Missouri's 529 Advisor Plan Colorado: Scholars Choice College Savings Program Oregon: MFS 529 Savings Plan Arizona: Ivy Funds InvestEd Plan Maine: NextGen College Investing Plan -- Client Select Series 10-year performance, not including sales charges (NAV) Alaska: John Hancock Freedom 529 Virginia: CollegeAmerica South Carolina: Future Scholar 529 College Savings Plan (Advisor-sold) Oregon: MFS 529 Savings Plan West Virginia: The Hartford SMART529 10-year performance, including sales charges (POP) Alaska: John Hancock Freedom 529 Virginia: CollegeAmerica South Carolina: Future Scholar 529 College Savings Plan (Advisor-sold) Oregon: MFS 529 Savings Plan Rhode Island: CollegeBoundfund (Advisor-sold) Here are the top three performing RIA Channel 529 Plans for one, three, five, and ten years: 1-year performance Colorado: Scholars Choice College Savings Program (Class O) Connecticut: Connecticut Higher Education Trust (CHET) Advisor College Savings Plan (Class E) Virginia: CollegeAmerica (Class 529-F) 3-year performance Colorado: Scholars Choice College Savings Program (Class O) South Carolina: Future Scholar 529 College Savings Plan (Class Z) Virginia: CollegeAmerica (Class 529-F) 5-year performance Kansas: Schwab 529 College Savings Plan South Carolina: Future Scholar 529 College Savings Plan (Class Z) Virginia: CollegeAmerica (Class 529-F) 10-year performance Virginia: CollegeAmerica (Class 529-F) West Virginia: The Hartford SMART529 (Class E) Rhode Island: CollegeBoundfund (Class R) Here's a reminder that past performance is not a guarantee of future returns. Our ranking methodology is described in our white paper.
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