Morningstar Awards UESP Gold Rating for 2016

For the sixth consecutive year, the Utah Educational Savings Plan (UESP) has earned Morningstar Inc.’s highest honor. Morningstar, a leading provider of independent investment research, awarded UESP its Analyst Rating™ of Gold for 2016.¹

Morningstar released annual ratings for 63 of the nation’s 529 college savings plans in late October 2016. Of the plans analyzed, UESP was one of only three to earn the Gold rating.

The research firm assessed UESP on its governance and management, investment offerings, fees, and returns over time. UESP earned high marks for investment options, low fees, and plan oversight.

Morningstar again recognized UESP for providing a quality college savings vehicle that makes a real difference to families across the country. UESP makes investing easier for account owners by offering plan simplicity, low fees, and strong investment options.

Families have entrusted UESP with their college savings for 20 years, and the rating reflects UESP’s commitment to their educational goals.

After 20 years of helping children realize their dreams, UESP is looking to serve the next generation of college savers.

UESP has won top honors from Morningstar in 11 of the past 13 years.

¹A Morningstar Analyst Rating 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. 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.