Edvest College Savings Plan

Rated Best in Class 529 Plan by Morningstar!

The independent analysts at Morningstar carefully reviewed the 529 investment universe.

After assessing the investment merits of over sixty 529 plans, the Edvest College Savings Plan was once again awarded a coveted “Best in Class” rating.

So if you are looking to make the most of your family’s college saving, the choice is really clear — go with a winner: The Edvest College Savings Plan.

Click here for more details.

“Wisconsin residents should look no further than Edvest College Savings Plan”
— Morningstar, October 2021

In an annual review (10/26/2021) of the largest 529 college savings plans (62 total), Morningstar identified 32 plans that rose above their typical peers, awarding those plans Gold, Silver, and Bronze Morningstar Analyst Ratings for 2021. These plans offer investment options that Morningstar expects will collectively outperform and exhibit some combination of the following attractive features across four key pillars: a well-researched asset-allocation approach, a robust process for selecting underlying investments, an appropriate menu of options to meet investor needs, strong oversight from the state and investment manager, and minimal fees. The four key pillars used by Morningstar to evaluate college savings plans include – Process, People, Parent, and Price. For more information about Morningstar’s overview of the Edvest College Savings Plan, go to Morningstar.com. Past performance does not predict future results. Source: Morningstar.com. A Morningstar Analyst Rating for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions.


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Get started today.

Open your account with as little as $25 dollars.

Get more information on Edvest sent directly to your email or a phone call.

GET MORE INFORMATION

Get more information on Edvest sent directly to your email or a phone call.

Get started today.

Open your account with as little as $25 dollars.