Edvest College Savings Plan Earns Elite Recognition!

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

After assessing the investment merits of over 54 529 plans, the Edvest College Savings Plan has earned an elite recognition by Morningstar, for the first time ever!

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.

“This prestigious recognition reflects our more than 25-year commitment to helping the people of Wisconsin achieve their higher education goals...”
— Secretary-designee Cheryll Olson-Collins, Wisconsin Department of Financial Institutions

In an annual review (11/2/2022) of the largest 529 college savings plans (54 plans representing 93% of 529 assets), Morningstar identified 34 plans that rose above their typical peers, awarding those plans Gold, Silver, and Bronze Morningstar Analyst Ratings for 2022. 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, a well-resourced and experienced investment team, strong, stable and engaged oversight from the state, and low 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.

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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.