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 third 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’s strong set of investments, solid manager selection process, low fees and strong oversight contributed to its retaining top marks for the third year running.
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. (Prepaid529 is not evaluated in Morningstar’s review.)
These top ratings recognize Virginia529’s commitment to helping families dream toward, save for and achieve their higher education goals.