Edvest Receives 5-Cap Rating from SavingforCollege.com


We’re excited to announce that Edvest was awarded a 5-Cap Rating by SavingforCollege.com!*

What is a 5-Cap Rating? A 5-Cap Rating indicates a 529 program that offers outstanding flexibility, attractive investments and additional economic benefits. Every state-sponsored program in the country is reviewed by SavingforCollege.com on a variety of factors that are important to families who are saving for higher education.

Our 529 program was awarded the highest possible score based off a variety of factors, including: performance, costs, features, and reliability. The following are a few of the program’s highlights:

  • Edvest accounts are flexible, not limited by household income, annual contribution limits, or withdrawal schedules
  • Edvest offers 22 investment portfolios varying in style and degree of risk
  • Contributions to Edvest may reduce the taxable income of Wisconsin residents, even non-family members.

James DiUlio, director of the Wisconsin 529 College Savings Program, says “We’re flattered to be recognized by SavingforCollege.com. This recognition reiterates why Edvest is such a great college savings tool for families in Wisconsin.”


* Source: Savingforcollege.com, June 4, 2014.
The Edvest College Savings Plan received a 5-Cap Rating for Wisconsin residents and non-residents. A 5-Cap Ratings represents the attractiveness of a 529 plan, relative to all other 529 plans, by assigning an overall rating to each 529 program ranging from 1 Cap (least attractive) to 5 Caps (most attractive). 5-Cap Ratings represent an assessment based on many considerations such as flexibility, liquidity and availability, ownership rights, state benefits, investment approach and safety, program resources and financial aid impact. It is not strictly a measure of historical returns, and it is not a predictor of future investment performance, level of investment risk or financial solvency of the program funds. These ratings are not the result of a fixed formula and a significant portion of the analysis is subjective.
Before establishing a 529 account and making contributions, it is imperative that investors read and understand all enrollment materials and disclosures from the programs.