ScholarShare 529

GOLD-RATED

Watch a video on why ScholarShare 529 is a high-rated college savings plan.

Gold-rated by
Morningstar.1

OPEN AN ACCOUNT

GOLD-RATED

Gold-rated by
Morningstar.1

Watch a video on why ScholarShare 529 is a high-rated college savings plan.

To earn the coveted Gold-rating, ScholarShare 529
was evaluated on five criteria...

These images are checkmarks emphasizing the selection criteria used by Morningstar to award ScholarShare 529 a Gold-rating.

Performance

These images are checkmarks emphasizing the selection criteria used by Morningstar to award ScholarShare 529 a Gold-rating.

Expense

These images are checkmarks emphasizing the selection criteria used by Morningstar to award ScholarShare 529 a Gold-rating.

Process

These images are checkmarks emphasizing the selection criteria used by Morningstar to award ScholarShare 529 a Gold-rating.

People

These images are checkmarks emphasizing the selection criteria used by Morningstar to award ScholarShare 529 a Gold-rating.

Parent—company
operating the plan

"ScholarShare 529 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

With ScholarShare 529, you get tax-free growth, low fees, smart investments and flexibility from a Gold-rated1 college savings plan.

1In 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 529, 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.

Getting Started is Easy...

step1

Learn About the Plan

Find out about the plan benefits, how it works, the tax advantages, and how the funds can be used.

step2

Research Investments

Choose investment portfolios that fit your life-stage and goals, including age-based options.

step3

Open an Account

Open your ScholarShare 529 account today and start out on the path to saving for college.

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