Morningstar’s Annual 529 College-Savings Plan Landscape

Between ongoing tuition inflation, fee variation, new legislation, and a stressed economic environment, today’s college savers face a confluence of challenges. In our annual report, we explore how the overall universe of 529 plans is addressing these challenges and how individual plans are distinguishing themselves.

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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