WebApr 9, 2024 · These 62 plans represent approximately 97% of 529 plan assets, which total more than $437 billion as of Aug. 31, 2024. The qualitative Analyst Rating has five tiers—Gold, Silver, Bronze, Neutral, and Negative. This year, Morningstar manager research analysts awarded three Gold ratings, 11 Silver ratings, 18 Bronze ratings, 23 Neutral … WebMorningstar assessed 529 plans using different criteria. my529 was one of three 529 plans to receive Morningstar’s Analyst Rating™ of Gold in 2024. Analysts reviewed 62 plans for their underlying investment quality and selection process, asset allocation methodology, investment option offerings, fees, and oversight.
The Best 529 Plans Of 2024 – Forbes Advisor
WebOct 25, 2016 · The plans together represent more than 97 percent of the more than $240 billion in 529 plan assets as of Sept. 30, 2016. The 33 plans that were awarded Gold, Silver, or Bronze ratings are considered Morningstar Medalists, which are likely to offer the best investment experiences for college savers. WebOct 24, 2024 · 2024: ScholarShare earns a Gold Morningstar Analyst Rating for college savings plans and celebrates its 20-year anniversary. Fiona Ma, CPA, is sworn in as the California State Treasurer, and ... how many people are in the world in 2021
Morningstar Updates Analyst Ratings for 529 College-Savings Plans …
WebApr 12, 2024 · Effective Date 08/04/22 The Morningstar Analyst Rating is not a credit or risk rating. It is a subjective evaluation performed by the mutual fund analysts of Morningstar, Inc. Morningstar evaluates funds based on five key pillars, which are process, performance, people, parent, and price. WebDec 8, 2024 · Gold-rated plans have all or most of these features, while Silver- and Bronze-rated plans have some of these attributes but room for improvement. In this article, we mention only the... WebNov 1, 2024 · By using 529 plans, families could save 25 percent less and still have the same amount of money available when their child is ready for college, according to the … how can i call etsy