my529 strikes Gold in 2025
my529 has once again been named one of the best 529 plans in the country, earning top honors from Morningstar for the 15th consecutive year — a distinction no other 529 plan can claim.
In Morningstar’s annual report, released November 10, 2025, Utah’s educational savings plan was named one of five plans nationwide to receive the Analyst Rating™ of Gold for 2025. Morningstar Research Services LLC, a leading provider of independent investment research, is a subsidiary of Morningstar Inc.
The report by Morningstar is the equivalent of an industry report card for 529 plans. Analysts evaluated 59 plans nationwide for oversight, underlying investment quality and selection process, investment team and asset allocation methodology. Gold-rated plans stand out from their peers for their thoughtful investment option construction, knowledgeable investment teams, plan oversight and low costs.
See more on our blog at my529.org.
A Morningstar Analyst RatingTM for a 529 college savings plan is not a credit or risk rating.
Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst ratings are based on Morningstar analysts’ current expectations about future events and therefore involve unknown risks and uncertainties that may cause Morningstar’s expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its analyst ratings to be guarantees.
Please visit Morningstar.com for more information about the analyst ratings, as well as other Morningstar ratings and fund rankings.
