Oklahoma 529:
A “Best in Class” winning option for college savings

Morningstar, an investment research firm, has awarded Oklahoma 529 with a coveted “Best in Class” rating.

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The independent analysts at Morningstar carefully reviewed the 529 investment sector.

They assessed each plan’s expenses and investment processes, as well as the people and companies that operate the plan. Based on their analysis, they awarded Oklahoma 529 with a distinguished “Best in Class” rating.1

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

“Oklahoma College Savings Plan offers education saver a well-constructed enrollment-date glide path that comes at low cost, supporting a Morningstar Analyst Rating of Bronze. Oklahoma residents—who can deduct up to $20,000 annually from their taxable income if they’re filing jointly—should look no further.”

—Morningstar, October 2021

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