529: Ohio Direct – Rating

2014 Morningstar Analyst Ratings for 529 College-Savings Plans

Morningstar evaluates college-savings plans based on five key pillars—Process, Performance, People, Parent, and Price—which its analysts believe lead to plans that are more likely to outperform over the long term on a risk-adjusted basis. Morningstar evaluated 64 of the largest plans this year, covering approximately 95% of the $214 billion in U.S. 529 plan assets.

Silver Rating: Plans with notable advantages across several, but perhaps not all, of the five pillars—strengths that give the analysts a high level of conviction.

529 Plan Name                                    Issuing State              Program Manager Distribution
CollegeAdvantage 529 Savings Plan          OH Ohio                  Tuition Trust Authority Direc

Source: Morningstar