Morningstar releases analyst ratings for 62 of the largest 529 plans as assets cross the $400 billion threshold for the first time

Chicago, oct. 26, 2021 /prnewswire/ -- morningstar, inc. (nasdaq: morn), a leading provider of independent investment research, today announced morningstar analyst ratings™ (analyst ratings) for 62 of the nation's largest 529 plans, investment accounts that offer tax benefits when used to pay for qualified education expenses such as college. these 62 plans represent approximately 97% of 529 plan assets, which total more than $437 billion as of aug. 31, 2021.
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