Patricia Oey

More From Patricia Oey

The Best 529 Plans for 2023

These plans earn Morningstar’s highest rating.

Susan Dziubinski Jan 5, 2023

Should You Be Worried About Your 529 Plan in 2022?

Patricia Oey Dec 8, 2022

Morningstar 529 Ratings: The Top Plans and What They Offer

Michigan Education Savings and Utah’s my529 remain at the top; Vanguard age-based plans get a Process downgrade.

Patricia Oey Nov 2, 2022

5 Charts Tracking Recent 529 Savings Plan Trends

A deeper look at how 529s have evolved.

Patricia Oey May 25, 2022

Do 529 Plans Have Contribution Limits?

Patricia Oey May 20, 2022

Vanguard Maintains Its Lead in 529 Plans

Capital Group and Fidelity round out the top three.

Patricia Oey May 17, 2022

What New Management May Mean for Vanguard Wellesley Income

The lead equity manager is retiring. Here's what we expect from his replacement.

Patricia Oey May 9, 2022

Addressing Common 529 Plan Concerns

We answer your questions about 529 college savings plan investment choices, fees, impact on aid, and withdrawals.

Patricia Oey May 5, 2022

How Much Are 529 Plans' Tax Benefits Worth?

The tax benefits of 529 education savings plans, though complicated, are worth knowing.

Patricia Oey Apr 25, 2022

529 Education Savings Plans That Receive Top Marks

Looking for a way to tax-consciously invest for future educational expenses? A top-rated 529 plan could be an answer.

Patricia Oey Apr 14, 2022

What New Management Means for Vanguard Wellington

The fund recently underwent a change in leadership. Here's what we think of the changes so far.

Patricia Oey Apr 12, 2022

Infrastructure Funds Take Their Turn in the Spotlight

These funds provide exposure to many timely investment themes, including sustainability, the U.S. infrastructure spending bill, and inflation protection.

Patricia Oey Dec 23, 2021

Process Concerns Drive the Downgrades of These Funds From Eaton Vance and Vanguard

Here are some highlights from August.

Patricia Oey Sep 10, 2021

Morningstar Awards for Investing Excellence--Rising Talent Nominees

Three managers to keep an eye on.

Patricia Oey Jun 14, 2021

How 529 Plans Encourage Higher Education Among Underserved Groups

A closer look at some recent initiatives.

Patricia Oey Dec 21, 2020

2019: A Strong Year for Income Assets, Less So for Some Income Funds

A volatile end to 2018 resulted in an overly conservative positioning going into 2019.

Patricia Oey Feb 18, 2020

A Fine Balanced Strategy With a Tax-Friendly Focus

Gold-rated Vanguard Tax-Managed Balanced Fund boasts low fees, seasoned manager, and tax efficiency.

Patricia Oey Jul 11, 2019

3 Funds That Have Lost Their Mojo

Gregg Wolper Apr 29, 2019

What an Impending Manager Change Means for Venerable Vanguard Wellington

The long-tenured manager of this Gold-rated fund's bond sleeve is retiring in June. Should investors be concerned?

Patricia Oey Apr 18, 2019

Surprise Manager Exit Rattles Quirky Income Fund

We've downgraded Berwyn Income's Morningstar Analyst Rating to Neutral as new managers with no public record running multi-asset strategies take the helm.

Patricia Oey Mar 21, 2019

A Wide-Ranging Income Fund for Contrarians

Bronze-rated Berwyn Income practices a flexible value-oriented conservative-allocation strategy.

Patricia Oey Dec 13, 2018

Vanguard's Cheap Set-It-and-Leave-It Option

Patricia Oey Sep 13, 2018

A Solid Choice for Conservative Equity Exposure

Silver-rated Gateway has successfully employed an options strategy that has generated long-term steady performance.

Patricia Oey Sep 13, 2018

An Upgrade for This Quirky Large-Blend Fund

Bronze-rated PIMCO StocksPlus Absolute Return taps into the firm's bond-investing resources and derivatives-trading capabilities in an effort to generate S&P 500-beating results.

Patricia Oey Aug 30, 2018

Investors See Largest Ever Decline in Fund Fees

We give an in-depth look at our annual fund fee study.

Patricia Oey Apr 26, 2018

So Far So Good for This Long-Short Equity Fund

Patricia Oey Apr 24, 2018

2 Unorthodox Equity Funds From PIMCO

Patricia Oey Apr 6, 2018

More About Patricia Oey

Patricia Oey is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers a range of multi-asset strategies, including target-date series, 529 plans, and model portfolios.

Before joining Morningstar in 2007, Oey was an equity research analyst for Morgan Joseph.

Oey holds a bachelor's degree in Asian studies from Williams College and a master's degree in business administration from the UCLA Anderson School of Management.