Morningstar Analyst Rating Update & Impact on 529 College-Savings Plans

Presented by

Madeline Hume and Mike Laske

About this talk

On Dec. 9 at 10AM CST, we will examine the Morningstar Analyst Rating update and the impact on 529 college-savings plans. Join Madeline Hume, manager research analyst, and Michael Laske, senior product manager, in a live one-hour webinar as they’ll walk through their findings and share on how you can engage with Morningstar Manager Research Analysts. In this webinar, we’ll cover: • An overview the Morningstar Analyst Rating update • A deep dive into our enhanced methodology and the changes in ratings to the 529 investments assessed • Expert analysis and advice from Morningstar analysts, who offer a deeper insight into their research beyond qualitative reports

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