We’re excited to announce that the Edvest College Savings Plan maintained its Bronze rating awarded by leading investment research and management firm, Morningstar, Inc. ™
As part of the firm’s annual review of the largest 529 college saving plans, Edvest’s 2015 rating is one of only 18 Bronze medal 529 programs this year.
Why does this matter?
The Morningstar rating is a forward-looking, qualitative ranking that evaluates college savings plans based on five key pillars – Process, Performance, People, Parent and Price.
Designed to help families save for higher education expenses, Edvest is consistently working to ensure plan options meet the evolving needs of account holders.
In an annual review (10/20/2015) of the largest 529 college-savings plans (63 total), Morningstar identified 29 plans that rose above their typical peers, awarding those plans Gold, Silver, and Bronze Morningstar Analyst Ratings for 2015. These forward-looking, qualitative ratings signal Morningstar’s conviction in the plans’ abilities to outperform their relevant benchmark and peer groups on a risk-adjusted basis over the long term. Morningstar evaluates college-savings plans based on five key pillars–Process, Performance, People, Parent, and Price. For more information about Morningstar’s overview of Edvest go to 529.morningstar.com. Past performance does not predict future results. Source: http://news.morningstar.com/