When it comes to college, think ‘savings’ over ‘scholarships’
August 15, 2019
Does it make you a bad parent to hope your kid’s team loses the final round at a weekend tournament so you can go home early?...
The College Savings Journey Starts Here
Choosing the right education savings plan might seem too remote when children are babies — or too daunting once they’re in school. But CollegeBound 529, recognized by Morningstar® as a Bronze-rated advisor-sold 529 plan,1 can make it easier to get started. To learn more, explore any of our resources and tools built to help you understand your education savings options.
Latest Blog Posts
Trending topics: College savings, 529 plans
Subscribe to the Invesco US blog for expert investment views.
A 529 plan can help with those mid-year resolutions
July 11, 2019
It feels like just yesterday we were toasting to a new year, but July is here already — and we’re officially mid-way between the...
Looking for a Father’s Day gift? Consider a 529 plan contribution.
June 12, 2019
With Father’s Day fast approaching, you may be wondering, “What do you get for the man who has everything?” As the father of...
1 ©2019 Morningstar, Inc. All rights reserved. The information contained herein is proprietary to Morningstar and/or its content providers. It may not be copied or distributed and isn't warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance does not guarantee future results.
The Morningstar Analyst RatingTM is a subjective evaluation performed by Morningstar's manager research group based on five key pillars: process, performance, people, parent and price. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, Negative. The top three ratings indicate the corresponding level of analyst conviction in the ability of a 529 plan's investment options to collectively outperform their respective benchmarks and peers through time, within the context of the level of risk taken. Gold plans are the highest-conviction recommended and stand out as best of breed for their investment mandate. Silver plans are high-conviction and have notable advantages across several, but not all, five pillars. Bronze plans have advantages that clearly outweigh any disadvantages across the pillars. Ratings are continuously monitored and reevaluated at least every 14 months. While these ratings can help with the selection process, they should not be the only factor used to choose the investment and do not represent guarantees, credit or risk ratings. For more detailed information about Morningstar’s Analyst Rating, including its methodology, please visit Morningstar.com.