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The Top 529 College Savings Plans of 2020

A look at how 529 investments stack up under our enhanced methodology. ....

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The Top 529 College Savings Plans of 2020

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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 plans based on our assessment of their investment merits. This year is pivotal, as it marks the first methodology enhancement to the ratings that debuted eight years ago. This updated rubric reflects our understanding of what drives compelling outcomes for 529 plan participants and takes into account the broader industry s evolution and rising standards.
This year, Morningstar analysts assigned ratings to 61 plans that captured 97% of the more than $363 billion invested in 529 plans as of Aug. 30, 2020.
Under the enhanced methodology, we now organize our research around four key pillars: Process, People, Parent, and Price. (In prior assessments, a fifth pillar was dedicated solely to performance, but that is now considered in tandem with the People, Process, and Par ....

United States , New Hampshire , New Mexico , North Dakota , Blackrock Collegeadvantage , California Scholarshare College Savings Plan , Edwardj Kasemeyer College Investing Plan , Td Ameritrade , Massachusettu Fund College Investing Plan , Michigan Department Of Treasury , College Savings Plan , Alaskat Rowe Price College Savings Plan , Illinoi Bright Start College Savings , Dakota College , Oregon College Savings Plan , Michigan Education Savings Program , Delaware College Investment Plan , Washington Dreamahead College Investment Plan , College Investing , College Investing Plan , Advisor College Savings Plan , Fidelity Arizona College Savings Plan , First National Bank , College Savings Plan To , Victory Capital Holdings , Union Bank ,