Investing Specialists

Morningstar Runs the Numbers

Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research, along with some outside news stories.

Morningstar released our updated ratings for 529 plans, which included two upgraded plans and nine downgrades. Why did these funds get knocked down? Often it was because of fees. does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.