Bright Directions Coll Savings Program IL Union Bank & Trust Company / TIAA-CREF / Missouri's 529 Plan MO Upromise Investments Inc. / Manager Distribution CollegeCounts 529 Fund AL Union Bank & Trust Company / Allianz / LLC Advisor CollegeInvest Direct Portfolio CO / National College Savings Program NC College Foundation Inc. / Investments Direct Scholars Choice College Savings Program CO / USAA College Savings Plan NV / SC Columbia Management Inv Distri Inc. / Program (Direct) NY Upromise Investments Inc. / KS American Century Inv Mgt Inc. / Morningstar Inc. / IL OFI Private Investments Inc / Advisor CollegeCounts 529 Fund Advisor Plan AL Union Bank & Trust / Plan AZ Waddell & Reed Inc / The Vanguard 529 College Savings Plan NV / T. Rowe Price Associates Inc. / Coll Savings Plan NJ Franklin Templeton Distributors Inc / Program (Advisor-Guided) NY Upromise Investments Inc. / Merrill Lynch / Direct CollegeBoundfund RI AllianceBernstein LP / Advisor SSgA Upromise 529 Plan NV / Investments Inc / Upromise Investments Inc. / Plan KS American Century Inv Mgt Inc. / CREF Tuition Financing Inc. / TD Ameritrade / GIFT College Investing Plan AR Upromise Investments Inc. / College Savings Iowa 529 Plan IA Vanguard Group / Putnam Investment Management LLC / Legg Mason Global Asset Allocation LLC / WI TIAA-CREF Tuition Financing Inc. / Advisor IDeal - Idaho College Savings Program ID Upromise Investments Inc. / OH BlackRock Advisors LLC / College Savings Plan NJ Franklin Templeton Distributors Inc / Bank Of Omaha / Savings Plan OH Ohio / /
Country
United States / /
Currency
USD / /
Facility
College Savings Plan MN TIAA-CREF Tuition Financing / College Savings Plan KS American Century Inv Mgt / College Savings Plan NV Upromise Investments / College Savings Plans Ratings / College Investment Plan DE Fidelity Investments Direct Path2College / College Investment Plan / College Savings Plan Direct / College Savings Plan / /
Organization
National College Savings Program NC College Foundation / Pennsylvania Treasury Department / /
OR MFS Advisor / Advisor / Plan Name Issuing State Program Manager Distribution T. Rowe Price College Savings Plan AK / Plan Name Issuing State Program Manager Distribution Schwab / Smith Advisor / Plan Name Issuing State Program Manager Distribution iShares / Advisor The Hartford SMART529 WV Hartford Life Insurance Company Advisor / Analyst / Plan NH Fidelity Investments Advisor / /
Product
Direct EdVest 529 / Direct CollegeAdvantage 529 / Advisor ScholarShare / /
2013 Morningstar Analyst Ratings for 529 College-Savings Plans Morningstar evaluates college-savings plans based on five key pillars—Process, Performance, People, Parent, and Price—which its analysts believe lead to