5-Cap Ratings

Updated as of March 02, 2018 based on data as of Dec 31, 2017

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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