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In an annual review of the largest 529 college-savings plans released in October, Morningstar analysts identified 27 plans that are likely to outperform their peers on a risk-adjusted basis during a full market cycle. These 529 plans earned medals due to a strong menu of investment options, solid management, and reasonable fees.

Visit the Morningstar Investment Research Center’s Portfolio section to find a link to the complete list of rated 529 plans.
You must have a Niles Library card to access this resource.

Go to www.nileslibrary.org/research. When prompted, enter your library barcode. Select Financial & Public Records. Choose Morningstar Investment Research Center at the bottom of the page. At the Morningstar home page, select the Portfolio tab, then choose 529 college-savings plan ratings at right.

For more information on 529 plans, select the Articles and Videos section and find 529 Plans College Savings at the Collections area from the column along the right-hand side.


Please feel free to contact libraryservices@morningstar.comif you have any questions.
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