Home>Video>T. Rowe Price's College-Savings Plan Earns an A+

T. Rowe Price's College-Savings Plan Earns an A+

Fri, 31 Oct 2014

This Gold-rated 529 plan offers a stellar suite of T. Rowe Price funds.

+

Video Transcript

Kathryn Spica: We recently released our annual ratings and research for 64 of the largest 529 college-savings plans. Eight plans received a Gold or Silver rating from our team, reflecting our high conviction that they'll deliver really good outcomes for college savers.

Of the top-rated plans, T. Rowe Price earned a Gold rating. Its college-savings plan is sponsored by the state of Alaska, and it offers a really compelling suite of underlying T. Rowe Price funds. Most of the underlying funds earn Medalist ratings from Morningstar's analysts as well, reflecting our conviction that they're going to be great options.

Compared to some direct-sold plans, it's a little bit pricey; but since it uses actively managed funds, it's relatively reasonably priced. We think over the long haul it's going to be a great option for college savers.

  1. Related Videos
  2. Related Articles
  1. This Core Bond Fund Packs a Little More Punch

    T . Rowe Price New Income is a reliable core bond fund that manages to outpace the Barclays Aggregate Index while avoiding the market's worst gyrations.

  2. 4 High-Profile Manager Changes

    What to make of recent changes at T . Rowe Price , Fidelity, Artisan, and First Eagle.

  3. Giroux: Utilities Trump Staples in Defensive Stocks

    The Gold-rated T . Rowe Price Capital Appreciation manager also discusses the fund's recent growth picks and attraction to BB-rated bonds.

  4. Leadership Changes Don't Derail T . Rowe

    Thanks to thoughtful manager transitions, the firm's corporate culture remains stable. Plus, we recap T . Rowe fund upgrades and downgrades in 2015.

  5. A Blue Chip Fund With Bite

    Despite its sleepy-sounding name, T . Rowe Price Blue Chip Growth invests in plenty of aggressive growers, which has served it well in growth-led markets.

  6. These T . Rowe -Run 529s Are Head of the Class

    Alaska's T . Rowe Price College Savings Plan and the Maryland College Investment Plan, both rated Gold, benefit from a well-diversified mix of strategies and a thoughtful step-down in equity allocation.

  7. Are Manager Changes at T . Rowe Price Cause for Alarm?

    Morningstar's Katie Reichart talks about the firm's recent manager changes, dramatic inflows into its target-date funds, and its new quantitative lineup.

  8. Sizing Up 2 Balanced Fund Picks at T . Rowe

    T . Rowe Price Balanced offers cheaper, more-streamlined access to the company's proven allocation strategy, while Personal Strategy Balanced dips into more-specialized pockets of the market.

©2017 Morningstar Advisor. All right reserved.