529 Plan Performance Rankings

Here is a 3-year performance ranking of all direct-sold 529 Savings Plans. (See my previous post for an explanation of the difference between Savings Plans and Prepaid Plans.) This ranking table does not account for tax benefits that some state plans provide on contributions. Because this isn’t comparing specific portfolios (i.e. the age-based option for 10-year-olds) but rather an aggregate of portfolios, you’ll do best to consider it a tool for evaluating the fund families each state’s plan offers rather than evaluating specific investment choices.

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