Edvest College Savings Plan

Rated Best in Class 529 Plan by Morningstar!

The independent analysts at Morningstar carefully reviewed dozens of 529 plans from all around the country.

They assessed each plan’s performance, expenses, and investment process, as well as the people and company that operate the plan.

And based on their analysis, they awarded the Edvest College Savings Plan a coveted “Best in Class” rating.

So if you are looking to make the most of your family’s college saving, the choice is really clear—go with a winner: The Edvest College Savings Plan.

“Edvest College Savings Plan's lineup of strong investment options has something to offer for everyone. Wisconsin residents, who can deduct contributions up to $3,200 [$3,340 in 2020] per beneficiary from their taxable income, should look no further.”
—Morningstar, October 2019

In an annual review (10/22/2019) of the largest 529 college savings plans (62 total), Morningstar identified 30 plans that rose above their typical peers, awarding those plans Gold, Silver, and Bronze Morningstar Analyst Ratings for 2019. These forward-looking, qualitative ratings signal Morningstar’s conviction in the plans’ abilities to outperform their relevant benchmark and peer groups on a risk-adjusted basis over the long term. Morningstar evaluates college savings plans based on five key pillars – Process, Performance, People, Parent, and Price. ©2019 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. A 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.

Get started today.

Open your account with as little as $25 dollars.

Get more information on the Edvest College Savings Plan
sent directly to your email.

Get more information about Edvest sent directly to your email.

Get started today.

Open your account with as little as $25 dollars.