ScholarShare 529 College Savings Plan

Gold Rated By Morningstar

The independent analysts at Morningstar carefully reviewed dozens of 529 plans from all around the country.

They assessed each plan’s performance, expenses, and investment process, as well as the people and company that operate the plan.

And based on their analysis, they awarded ScholarShare 529 a coveted Gold 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: ScholarShare 529.

“California ScholarShare College Savings Plan continues to stand out for low costs, and its forward-looking overseers should continue to keep the plan at the forefront of industry best practices.” —Morningstar, October 2019

In an annual review (10/22/2019) of the largest 529 college savings plans (62 total), Morningstar identified 30 plans that rose above their typical peers, awarding those plans Gold, Silver, and Bronze Morningstar Analyst Ratings for 2019. These forward-looking, qualitative ratings signal Morningstar’s conviction in the plans’ abilities to outperform their relevant benchmark and peer groups on a risk-adjusted basis over the long term. Morningstar evaluates college savings plans based on five key pillars – Process, Performance, People, Parent, and Price. For more information about Morningstar’s overview of ScholarShare, 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.

Get started today.

Open your account with as little as $25 dollars.

Get more information on ScholarShare 529
sent directly to your email.

Get more information about ScholarShare 529 sent directly to your email.

Get started today.

Open your account with as little as $25 dollars.