Morningstar 529 Ratings
Morningstar 529 Ratings: The Best Plans of 2024
Five plans earned Medalist Ratings of Gold after standing out as the best 529 plans among those that Morningstar analysts cover.
Morningstar 529 Ratings: The Best Plans of 2023
34 plans earned Morningstar Medalist Ratings of Gold, Silver, or Bronze, and 17 plans received either a ratings upgrade or downgrade.
Morningstar's Top-Ranked 529 Plans
Of those 54, two plans, Utah's my529 plan and Pennsylvania's 529 Investment Plan, receive our top Morningstar Medalist Rating of Gold, ...
The Best 529 Plans for 2024 | Morningstar
The first Gold-rated plan is Utah's my529 plan, and this plan has pretty much earned a Gold rating since we started rating 529 plans a decade ...
Browse and Compare 529 Plans by State - Morningstar
We award plans with Morningstar Medalist Ratings of Bronze, Silver, or Gold, with Gold-rated plans having our highest conviction. 529 Plan Center. Click a ...
Comparing 529 Ratings: Morningstar vs. Saving For College
Saving For College provides a comprehensive rating of 529 plans, which recognizes the consumer aspects of enrolling in, contributing to, and successfully ...
Morningstar Releases Medalist Ratings for 529 College-Savings ...
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced Morningstar Medalist Ratings™ for ...
Another Morningstar Gold for my529
A Morningstar Analyst RatingTM for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as ...
Not just luck: my529 earns top Morningstar honor for 13th straight year
Morningstar's annual review of 529 plans named my529 as one of only two plans in 2024 to receive the Analyst Rating™ of Gold. That means Utah's 529 plan has ...
A Guide to Finding the Best 529 College Savings Plan - Morningstar
Of those plans, 32 earned Morningstar Medalist Ratings of Gold, Silver, or Bronze. These 529 plans offer investment options that we expect will ...
Morningstar Releases Medalist Ratings for 529 College-Savings ...
These plans account for more than 95% of 529 industry assets as of Aug. 31, 2024. The Medalist Ratings reflect Morningstar manager research ...
Edvest 529 College Savings Plan Receives a Morningstar Rating ...
Edvest 529 College Savings Plan Receives a Morningstar Rating...again! ... Edvest 529 College Savings Plan with the coveted “Bronze” rating. Morningstar logo. The ...
Treasurer Frerichs Clinches Sixth Morningstar Gold Rating For ...
Bright Start is 1 of only 5 Gold-rated 529 plans in the country. In its review, Morningstar identified Bright Start as a "Valedictorian," and as a standout plan ...
Morningstar 529 Ratings: The Top Plans and What They Offer
Morningstar's team of manager research analysts annually assigns forward-looking, qualitative ratings to a subset of the 529 college savings plan universe.
Morningstar Releases Ratings for States' 529 Plans | PLANADVISER
Only two received a gold rating among the 54 tax-advantaged education saving plans assessed.
A Morningstar Gold Rated Plan - Bright Start 529
Morningstar independently evaluates, and rates college savings plans annually, assigning each rated plan a Morningstar Analyst Rating of Gold, Silver, ...
A highly regarded option for college savings - Oklahoma 529
It continues to earn a Morningstar Medalist Rating of Bronze. The state's tax deduction, up to $20,000 annually if filed jointly, makes it a must-have for ...
Olivia S. Mitchell on X: "Nice study from Morningstar 529 Ratings ...
Nice study from Morningstar 529 Ratings: The Best Plans of 2024 https://t.co/8jTRjgoXsz BUT our paper took taxes into account!
The Best 529 Plans for 2024 - YouTube
05:31 How Morningstar Rates 529 Plans 06:22 Gold-Rated 529 Plans What to watch from Morningstar. How to Rebalance Your Investment Portfolio ...
These states have the best 529 college savings plans, Morningstar ...
In total, there were 11 states whose 529 plans were promoted in Morningstar's medalist system. At the same time, nine states saw their grades ...