Morningstar’s adviser-sold 529 plans: The good, bad and ugly
![<b>Morningstar rating: Bronze</b>, upgraded from neutral last year
Inception: 2009
Plan options: 20
Age-based options: 3
Total fee range: 0.53 – 2.42%
Initial purchase minimum: $25
Maximum investment: $414,000
In-state tax deduction: Single, up to $2,000; joint filing, up to $2,000
Program manager: BlackRock Advisors
Plan trustee: Ohio Tuition Trust Authority](https://s32566.pcdn.co/wp-content/uploads/2019/10/FREE_102609999_PH_3_ZCYWYHDSMYIM.jpg.optimal.jpg)
Morningstar rating: Bronze, upgraded from neutral last year
Inception: 2009
Plan options: 20
Age-based options: 3
Total fee range: 0.53 – 2.42%
Initial purchase minimum: $25
Maximum investment: $414,000
In-state tax deduction: Single, up to $2,000; joint filing, up to $2,000
Program manager: BlackRock Advisors
Plan trustee: Ohio Tuition Trust Authority