- BlackRock CollegeAdvantage 529 Advisor Distribution in Ohio;
- College Savings Iowa 529 Direct Distribution in Iowa;
- CollegeBound 529 Advisor Distribution in Rhode Island;
- CollegeChoice 529 Direct Savings Direct Distribution in Indiana;
- CollegeChoice Advisor 529 Savings Advisor Distribution in Indiana;
- Connecticut Higher Education Trust Direct Distribution in Connecticut;
- Delaware College Investment Direct Distribution in Delaware;
- Edvest 529 Direct Distribution in Wisconsin;
- Fidelity Arizona College Savings Direct Distribution in Arizona;
- Future Scholar 529 (Direct) Direct Distribution in South Carolina;
- New York’s 529 Program (Advisor) Advisor Distribution in New York;
- New York’s 529 Program (Direct) Direct Distribution in New York;
- NextGen College Investing (Direct) Direct Distribution in Maine;
- Oregon College Savings Direct Distribution in Oregon;
- Scholars Choice College Savings Advisor Distribution in Colorado;
- U.Fund College Investing Direct Distribution in Massachusetts; and
- UNIQUE College Investing Direct Distribution in New Hampshire.
Morningstar rated 26 plans as Neutral. The following four plans were downgraded from their Bronze rating in 2017 to a Neutral rating in 2018:
- CollegeCounts 529 Fund Advisor Advisor Distribution in Alabama;
- MFS 529 Savings Direct Distribution in Oregon;
- NEST Advisor College Savings Advisor Distribution in Nebraska; and
- NEST Direct College Savings Direct Distribution in Nebraska.
Ivy InvestEd 529 Advisor Distribution in Arizona was upgraded to a Neutral rating in 2018 from its Negative rating in 2017.
The following 21 plans were rated Neutral in 2018:
- CollegeAccess 529 Advisor Distribution in South Dakota;
- CollegeInvest Direct Portfolio Direct Distribution in Colorado;
- Fidelity Advisor 529 Plan Advisor Distribution in New Hampshire;
- Future Scholar 529 (Advisor) Advisor Distribution in South Carolina;
- Ideal-Idaho College Savings Direct Distribution in Idaho;
- iShares 529 Advisor Distribution in Arkansas;
- John Hancock Freedom 529 Advisor Distribution in Alaska;
- LearningQuest 529 Program Direct Distribution in Kansas;
- Minnesota College Savings Direct Distribution in Minnesota;
- National College Savings Direct Distribution in North Carolina;
- NextGen College Investing Select Advisor Distribution in Maine;
- NJBEST 529 College Savings Direct Distribution in New Jersey;
- Oklahoma College Savings Direct Distribution in Oklahoma;
- Path2College 529 Direct Distribution in Georgia;
- Pennsylvania 529 Investment Direct Distribution in Pennsylvania;
- Scholar’s Edge Advisor Distribution in New Mexico;
- Schwab 529 College Savings Direct Distribution in Kansas;
- SSgA Upromise 529 Direct Distribution in Nevada;
- The Hartford SMART529 Advisor Distribution in West Virginia;
- Tomorrow’s Scholar 529 Advisor Distribution in Wisconsin; and
- USAA College Savings Direct Distribution in Nevada.
Morningstar gave five plans a Negative rating based on high fees deemed not to be competitive with those of their peers. The following four of five plans were downgraded from their 2017 Neutral rating:
- College SAVE Direct Distribution in North Dakota;
- Florida 529 Savings Plan Direct Distribution in Florida;
- GIFT College Investing Plan Direct Distribution in Arkansas; and
- TD Ameritrade 529 College Savings Direct Distribution in Nebraska.
Franklin Templeton 529 College Savings Advisor Distribution in New Jersey is the fifth plan to receive a Negative rating in 2018. The plan retains the same Negative rating in 2018 that it received in 2017.