Morningstar 529 Ratings: The Top Plans and What They Offer
Michigan Education Savings and Utah’s my529 remain at the top; Vanguard age-based plans get a Process downgrade.
Patricia Oey
Patricia Oey is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers a range of multi-asset strategies, including target-date series, 529 plans, and model portfolios.
Before joining Morningstar in 2007, Oey was an equity research analyst for Morgan Joseph.
Oey holds a bachelor's degree in Asian studies from Williams College and a master's degree in business administration from the UCLA Anderson School of Management.
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