Skip to Content
Fund Spy

Introducing the Enhancements to Our 529 Plan Ratings

How we've modified our methodology for rating 529 plans.

Later this year, we will enhance the methodology of our forward-looking Morningstar Analyst Rating for 529 plans. We believe the changes accomplish three key objectives: simplify the overall framework, streamline our pillar assessments, and make our ratings more useful. Our new methodology document details the enhancements, which we'll summarize here. We'll also explain how these enhancements will work in practice and lay out a timeline for the debut of the new methodology.

The changes are as follows:

To view this article, become a Morningstar Basic member.

Register for Free