• 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.

First « 1 2 » Next