The Top 529 College Savings Plans of 2020
A look at how 529 investments stack up under our enhanced methodology.
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | 8,344.06 |
176.47
|
−2.07%
| |
| U.S. Small Cap | 9,639.84 |
189.21
|
−1.93%
| |
| U.S. Mid Cap | 10,844.61 |
197.66
|
−1.79%
| |
| DJIA | 26,896.92 |
566.27
|
−2.06%
| |
| S&P 500 | 3,317.91 |
72.77
|
−2.15%
| |
| NASDAQ | 11,149.16 |
282.19
|
−2.47%
|
U.S. Barometer
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| General Electric Co |
0.72
|
10.15%
|
| NIO Inc ADR |
1.43
|
−5.03%
|
| Apple Inc |
2.88
|
−2.47%
|
| American Airlines Group Inc |
0.17
|
−1.51%
|
| Advanced Micro Devices Inc |
0.76
|
−0.97%
|
| Carnival Corp |
0.71
|
−5.16%
|
| Ford Motor Co |
0.06
|
−0.80%
|
| Bank of America Corp |
0.32
|
−1.35%
|
| Microsoft Corp |
6.29
|
−2.95%
|
| Snap Inc Class A |
0.94
|
−2.25%
|
News
- Stocks Open Sharply Lower on Rising Virus Cases | Dow Jones
- Carlsberg Upgrades Guidance After 3Q Revenue Beat — Earnings Review | Dow Jones
- Cemex Swings to 3Q Loss on Impairments | Dow Jones
- Ant Speeds Ahead with Record IPO After Investor Orders Pour In | Dow Jones
- GlaxoSmithKline 3Q Net Profit Beats Market Forecasts — Earnings Review | Dow Jones
- Housing Affordability Crisis Deepens in Fire-Prone Parts of California | Dow Jones
- GE's Cost Cuts Offset Troubles in Aviation Unit — 2nd Update | Dow Jones
- Correction to Article About Boeing Job Cuts | Dow Jones
- UPS Posts Strong Gains as Package Volumes Swell — Update | Dow Jones
- GlaxoSmithKline 3Q Net Profit Falls, But Beats Forecasts | Dow Jones
Features
Special Report: 529 College Savings Plans
Learn about the pros and cons of 529 plans, and how to choose one for you.
Getting Started With a 529 College Savings Plan
If setting up a college savings account is on your to-do list, here are some tips for getting going.
3 Funds for an Evolving Market
Is the market overvaluing growth, undervaluing innovation, or getting things right?
What is the Neutral Portfolio?
Balanced funds are the standard, but with little justification.
Market Uncertainty
Morningstar's Guide to Market Uncertainty
Here's how to take control of your portfolio in turbulent times.
Risk, Not Volatility, Is the Real Enemy
Grant us investors the wisdom to know the difference.
Emotional Investing: What It Costs, and What to Do About It
It gets expensive when investors sell during downturns, research shows.
Are Alternative-Weighted Indexes Safer Than the S&P?
Their exposure to smaller, value-oriented stocks brings different risks.
The S&P 500 Grows Ever More Concentrated
Does this bode well for small-value stocks?
3 Competitive Stocks to Consider
These newly rated stocks all earn Morningstar economic moat ratings of narrow or wide.
Trick or Treat? 3 Chocolate Stocks to Watch
Long-term investors may want to look at these stocks, which have strong fundamentals, product innovation, and bountiful demand from emerging markets.
What's Behind the Strong Performance of Big Funds?
Low fees give the largest active funds a big boost.
ELECTION 2020
The 2020 Election & Your Money
Our take on the investment implications of a Biden or Trump win.
What the Election May Mean for Social Security
The next administration will face key policy questions related to the program's long-term solvency, says contributor Mark Miller.
Election Impact on U.S. Healthcare Looks Modest
Our moat ratings and undervalued view of the MCO and drug/biotech sectors are intact.
EARNINGS UPDATES
Microsoft Reports Material Upside; Raise FVE to $235
A variety of generally minor model refinements drive our Microsoft fair value estimate to $235 from $228 per share.
Pfizer Faces Modest Pressures in Q3
The wide-moat drug manufacturer plans to release key data on COVID-19 vaccine shortly.
Notable Earnings This Quarter
Our analysts share their outlooks and insights on the top companies from each sector.
Christine Benz
The Virtues of a Minimalist Portfolio
Alex Bryan
A Risky, But Promising, Innovation ETF
Susan Dziubinski
The Best Taxable-Bond Funds
John Rekenthaler
When One Fund Company Buys Another
Russel Kinnel
The Thrilling 36
It's Not the 2008 Global Recession All Over Again
Risks are far lower than during the last U.S. financial crisis, despite COVID-19's impact.
The Coronavirus Pandemic and Retirement Security
Why retiring early in the face of COVID-19 may spell bad news for your plan.
3 ETFs for a Strong Economic Recovery From the Pandemic
These funds aren't for the faint of heart, but they should benefit more than most from a strong economic recovery.
Retiring During a Pandemic
How to handle this decision--even when it is made for you.
Staying Home: How the Coronavirus Changed Consumer Behaviors and Company Valuations
What consumer trends during the pandemic have meant, and will mean, for companies in technology, hospitality, and e-commerce.
What the Coronavirus Means for the Future of Financial Planning
It’s time to rethink what our financial goals can and should look like.
Dollars to Doctors: How the Coronavirus Could Reshape Healthcare Spending
Are this year's healthcare trends a short-term disruption, or will they continue to impact where our dollars go?
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
Morningstar's Money Guide for New Graduates
Designed for recent graduates, our guide walks through budgeting, setting goals, investing a 401(k), and the importance of investing early.
Are Alternative-Weighted Indexes Safer Than the S&P?
Their exposure to smaller, value-oriented stocks brings different risks.
Coronavirus Surges, Stocks Sink
A surge in new coronavirus cases has sent stocks on a downward spiral.
Morningstar's Guide to Market Volatility
For investors of all stripes, we offer our best ideas on how to take control of your portfolio in turbulent times.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
How Objective Is Your Index Fund?
Benchmark construction is not as mechanical as you might think.
Does Manager Ownership Indicate Good Performance?
We discuss whether a fund manager's ownership stake in his or her fund says anything about its prospects.
What's Behind the Strong Performance of Big Funds?
Low fees give the largest active funds a big boost.
Morningstar's Guide to Fund Investing
Here's how our analysis and ratings can inform how you choose funds.
Morningstar's Guide to Target-Date Investing
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
What High(ish) Equity Valuations Mean for Your Retirement Plan
All the consternation is around low bond yields, but high equity prices are also worth troubleshooting.
Would a Financial Transaction Tax Affect Your 401(k)?
The potential tax would raise revenue without explicitly raising tax rates for lower- and middle-income households.
How the Election May Impact Policy
Policies for financial advice, 401(k)s, and more can take a turn depending on results.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
The Future of ESG in Retirement Investing
Do investors have sustainable fund options in defined-contribution plans?
2 Best-of-Breed ESG ETFs
New research from Morningstar unpacks the different ways exchange-traded funds pursue sustainable investing.
Sustainable Investing and the Election
Part I of our series on the election and ordinary investors.
Sustainability Matters: New SEC Rule Weakens Influence of Main Street Investors
Shareholder proposals play a central role in corporate governance.
ESG Investing Comes of Age
How religious conviction and changing public sentiment led to the rise of investing for values and what companies have done to keep up.