5-Cap Ratings

Updated as of July 7, 2022 based on data as of March 31, 2022

To view the ratings breakdown by category, click on the plan name.

We assign a rating to each state-sponsored program ranging from one cap (least attractive) to five caps (most attractive). The 5-Cap Rating represents our opinion of the overall usefulness of a state's 529 plan based on many considerations.

The 5-Cap Rating is not strictly a measure of historical returns and it is not a predictor of future investment performance, level of investment risk, or financial solvency of the program funds. For more information on the criteria used in assigning a 5-Cap Rating, click here.

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Alabama

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Alaska

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Arkansas

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California

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Colorado

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Connecticut

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Delaware

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District of Columbia

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Non-Resident Rating

Florida

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Non-Resident Rating

Georgia

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Hawaii

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