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Fund Spy

Is Your 529 Plan a Star Performer?

Morningstar measures college-savings plans' risk-adjusted performance.

Note: This article is part of Morningstar's October 2013 College-Savings Boot Camp special report. This article originally appeared May 7.

Parents and grandparents socking money away in 529 plans want some assurances that their college savings are performing well in these tax-advantaged investments. In a recent study of the 529 college-savings plan industry, Morningstar stacked up the plans' long-term, risk-adjusted performance. The research uncovered few standouts or complete duds.

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