The Best 529 Plans for 2023
These plans earn Morningstar’s highest rating.
Patricia Oey
Patricia Oey is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers a range of multi-asset strategies, including target-date series, 529 plans, and model portfolios.
Before joining Morningstar in 2007, Oey was an equity research analyst for Morgan Joseph.
Oey holds a bachelor's degree in Asian studies from Williams College and a master's degree in business administration from the UCLA Anderson School of Management.
Latest
Morningstar 529 Ratings: The Top Plans and What They Offer
Michigan Education Savings and Utah’s my529 remain at the top; Vanguard age-based plans get a Process downgrade.
Nov 2, 2022
5 Charts Tracking Recent 529 Savings Plan Trends
A deeper look at how 529s have evolved.
May 25, 2022
Myths About 529 Plans
May 20, 2022
Myths About 529 Plans
May 20, 2022
Do 529 Plans Have Contribution Limits?
May 20, 2022
Do 529 Plans Have Contribution Limits?
May 20, 2022
Vanguard Maintains Its Lead in 529 Plans
Capital Group and Fidelity round out the top three.
May 17, 2022
What New Management May Mean for Vanguard Wellesley Income
The lead equity manager is retiring. Here's what we expect from his replacement.
May 9, 2022
Addressing Common 529 Plan Concerns
We answer your questions about 529 college savings plan investment choices, fees, impact on aid, and withdrawals.
May 5, 2022
How Much Are 529 Plans' Tax Benefits Worth?
The tax benefits of 529 education savings plans, though complicated, are worth knowing.
Apr 25, 2022
529 Education Savings Plans That Receive Top Marks
Looking for a way to tax-consciously invest for future educational expenses? A top-rated 529 plan could be an answer.
Apr 14, 2022
What New Management Means for Vanguard Wellington
The fund recently underwent a change in leadership. Here's what we think of the changes so far.
Apr 12, 2022
Infrastructure Funds Take Their Turn in the Spotlight
These funds provide exposure to many timely investment themes, including sustainability, the U.S. infrastructure spending bill, and inflation protection.
Dec 23, 2021
Process Concerns Drive the Downgrades of These Funds From Eaton Vance and Vanguard
Here are some highlights from August.
Sep 10, 2021
Morningstar Awards for Investing Excellence--Rising Talent Nominees
Three managers to keep an eye on.
Jun 14, 2021
How 529 Plans Encourage Higher Education Among Underserved Groups
A closer look at some recent initiatives.
Dec 21, 2020
2019: A Strong Year for Income Assets, Less So for Some Income Funds
A volatile end to 2018 resulted in an overly conservative positioning going into 2019.
Feb 18, 2020