MISC

529 asset allocation category rankings

Click on the pdf to view the performance rankings of 529 plan portfolios in specified asset allocation categories.

Savingforcollege.com's 529 Asset Allocation Category Rankings are based on the historical investment performance of investment options within a particular asset allocation category (e.g. 100% Equity). A more complete description of our methodology is provided in our Methodology White Paper.

Although we make efforts to ensure the accuracy of the data used to produce these rankings, please note that the performance data has not been verified and may be incomplete and/or inaccurate. You should not rely on this data but instead refer to official program disclosures. Please note that the pdf files are updated as new or corrected data becomes available to us.

All performance data is as of September 30, 2017.

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Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

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Top 529 College Savings Plans

One-year rankings are based on a plan's average investment returns over the last 12 months.

	State	Plan Name
1	Nevada	USAA 529 Education Savings Plan
2	Florida	Florida 529 Savings Plan
3	New Jersey	NJBEST 529 College Savings Plan

Three-year rankings are based on a plan's average annual investment returns over the last three years.

	State	Plan Name
1	South Dakota	CollegeAccess 529 (Direct-sold)
2	Wisconsin	Edvest 529
3	Nevada	USAA 529 Education Savings Plan

Five-year rankings are based on a plan's average annual investment returns over the last five years

	State	Plan Name
1	Indiana	CollegeChoice 529 Direct Savings Plan
2	Florida	Florida 529 Savings Plan
3	Alaska	T. Rowe Price College Savings Plan

10-year rankings are based on a plan's average annual investment returns over the last ten years.

	State	Plan Name
1	West Virginia	SMART529 WV Direct College Savings Plan
2	South Carolina	Future Scholar 529 College Savings Plan (Direct-sold)
3	Ohio	Ohio's 529 Plan, CollegeAdvantage

View Full List Find Plans in your State

MISC

529 asset allocation category rankings

All performance data is as of September 30, 2017.

100% Equity

80% Equity

60% Equity

40% Equity

20% Equity

100% Fixed

100% ST

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Top 529 College Savings Plans

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