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Smart Savers Blog

Invest529 Gets Gold Rating for Fourth Year Running

Virginia529’s direct-sold investment program, Invest529, has received a Morningstar Analyst Rating™ of Gold by independent investment research provider Morningstar, Inc. This is the fourth year in a row that the program has earned the top designation, illustrating once again that Invest529 remains one of the best programs nationwide for college savers. 

Programs earning a Gold rating possess a strong combination of qualities important to investors. Invest529 earned its Gold rating this year as Morningstar recognized that the plan has stayed ahead of its peers by “innovating in areas where most 529 plans aren’t” particularly through its “excellent state oversight and program management, best-in-class investment options, and thoughtful investment philosophy.”

“Our philosophy is that it is our privilege to help families across the country save for their post-high school education goal--- whether that be to attend a four- year university, community college, trade school or another path,” said Mary Morris, CEO of Virginia529.

“We appreciate Morningstar’s continued recognition of our affordable, thoughtfully constructed and professionally managed investment options, and certainly agree with their assessment that savers can’t go wrong by investing in Invest529.”

CollegeAmerica, Virginia529’s advisor-sold program, retains its Silver rating from years past. This makes Virginia one of only two states with two 529 programs rated Gold or Silver.

These top ratings recognize Virginia529’s commitment to helping families dream for, save toward and achieve their higher education goals.

Resources to help you learn

Frequently Asked Questions

Find answers to the most common questions about 529 plans.

Smart Savers Academy

Tune in to a live episode and ask questions of the presenter, or watch a previously recorded webinar below.

Invest529 Portfolio Performance

Review and compare historical returns of Invest529 portfolios.