A Look at the Landscape of 529 Plans

While 529 plans saw little change in assets under management in 2018, they have still earned substantial growth over the trailing three- and five-year periods. At the same time, fees are reaching record lows and investment quality is reaching record highs. Morningstar’s annual 529 landscape report explores the causes and impacts of these trends.


In this report, you will learn:
  • Our analysis of fee trends’ impact on 529 investment options
  • The role that recent federal and state legislation plays in savings plans
  • How age-based and static portfolios’ particular strategies are evolving
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