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Plans were then assigned forward-looking ratings of “Gold,” “Silver,” “Bronze,” “Neutral,” and “Negative.” Each year, certain of the industry’s smallest plans are not rated.Īnalyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Visit this site for additional information about Morningstar's methodology. To determine a plan’s rating, Morningstar’s analysts organized their research around four key pillars: Process, People, Parent, and Price. *Morningstar analysts reviewed 62 plans for its 2021 ratings (10/26/21), of which 11 plans received a “Silver” rating. Previously, the combined Prepaid College Trust and College Investment Plan Disclosure Statements and the Highlights Brochure were collectively referred to as the "Enrollment Kit." These individual Plan Disclosure Statements replace the Enrollment Kit as the offering materials for each plan as of. If you or your Beneficiary live outside of Maryland, you should compare Maryland 529 to any college savings program offered by your home state or your Beneficiary's home state, which may offer state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's 529 plan. Kasemeyer College Investment Plan Disclosure Statements provide investment objectives, risks, expenses and costs, Fees, and other information you should consider carefully before investing. Kasemeyer Prepaid College Trust and Maryland Senator Edward J. Read our Privacy Policy Disclosure Statement
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