Morningstar’s 2023 529 Ratings: Key Takeaways ; 10 plans were upgraded and seven were downgraded. ; Utah’s my529 plan continues to earn a Gold Medalist Rating, a designation it has held since we debuted our ratings in 2012. ; Increased confidence in the investment teams overseeing Pennsylvania’s 529 Investment Plan drove an upgrade of the plan to Gold from Silver.
Skilled teams with experience managing multi-asset strategies and curating investment menus ; A well-researched approach for target enrollment and age-based options ; A robust process for selecting investments
A 529 college savings plan can be a powerful tool when it comes to saving for future education expenses, as investments in the plan increase tax-free. As education costs continue to rise, it benefits investors to hold 529 plans to high standards. That’s why Morningstar’s manager research analysts remain focused on guiding investors to the best options available. Our analysts annually assign forward-looking, qualitative ratings to a majority of 529 education savings plans based on our assessm...
Morningstar’s team of manager research analysts annually assigns forward-looking, qualitative ratings to a subset of the 529 college savings plan universe based on our assessment of each plan’s investment merits relative to its peers. Just as 529 education savings assets hit $386 billion in August 2022, our analysts began reviewing 54 plans that represented 93% of those assets. Using a 529 college savings plan when saving for future education expenses can be an attractive option, as investments in the plan grow tax-free. You can learn more ...
A look at Morningstar’s 529 plan ratings by state, which included nine upgrades and eight downgrades in 2019.
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Morningstar identifies 32 best-in-class 529 plans.
** · Susan Dziubinski: Hi, I'm Susan Dziubinski for Morningstar.com. There may be good reason for some investors to explore value-oriented mutual funds and ETFs today. For instance, if you've been using discrete funds for your growth and value exposures, you may find that your once-balanced style portfolio maybe light on value given growth's extended run. Or you may be among those who think value stocks are finally going to ...
undefined Options, 529 Category ; NY New York's 529 Program Direct New York Commencement Portfolio, Target-Enrollment College ; NY New York's 529 Program Direct New York Target Enrollment 2041 Portfolio, Target-Enrollment 2039+ ; NY New York's 529 Program Direct New York Target Enrollment 2042 Portfolio, Target-Enrollment 2039+ ; NY New York's 529 Program Direct New York Target Enrollment 2040 Portfolio, Target-Enrollment 2039+ ; NY New York's 529 Program Direct New York Target Enrollment 2039 Portfolio, Target-Enrollment 2039+ ; NY New York's 529 Program Direct New York Target Enrollment 2038 Portfolio, Target-Enrollment 2039+ ; NY New York's 529 Program Direct New York Target Enrollment 2037 Portfolio, Target-Enrollment 2039+ ; NY New York's 529 Program Direct New York Target Enrollment 2036 Portfolio, Target-Enrollment 2036 ; NY New York's 529 Program Direct New York Target Enrollment 2035 Portfolio, Target-Enrollment 2036 ; NY New York's 529 Program Direct New York Target Enrollment 2034 Portfolio, Target-Enrollment 2036
Each year, Morningstar's team of manager research analysts evaluates the 529 investment universe and assigns forward-looking, qualitative Morningstar Analyst Ratings for 529 college savings...