Oklahoma 529:
"A must-have for Oklahomans"

Morningstar, an investment research firm, has named Oklahoma a 2023 medalist.

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The independent analysts at Morningstar carefully reviewed 54 college savings 529 plans.

They assessed each plan’s expenses and investment processes, as well as the people and companies that operate the plan. Based on their analysis, Oklahoma 529 received a distinguished "Bronze" rating.

So, if you’re looking to make the most of your family’s college savings, the choice is simple…go with a medalist: Oklahoma 529!

Oklahoma 529 provides a compelling option for education savers with its well-diversified enrollment-date glide path designed by a dedicated 529 team. It continues to earn a Morningstar Medalist Rating of Bronze. The state’s tax deduction, up to $20,000 annually if filed jointly, makes it a must-have for Oklahomans.

—Morningstar, November 2023

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