|Portfolio||Estimated Underlying Fund and Management Expenses1||Program Manager Fee2||State Fee3||Miscellaneous Fee4||Total Annual Asset-Based Fee5||Annual Account Maintenance Fee6|
|Portfolio 2039 (Fidelity Funds)||0.66%||0.125%||0.045%||N/A||0.83%||N/A|
|Portfolio 2036 (Fidelity Funds)||0.63%||0.125%||0.045%||N/A||0.80%||N/A|
|Portfolio 2033 (Fidelity Funds)||0.60%||0.125%||0.045%||N/A||0.77%||N/A|
|Portfolio 2030 (Fidelity Funds)||057%||0.125%||0.045%||N/A||0.74%||N/A|
|Portfolio 2027 (Fidelity Funds)||0.53%||0.125%||0.045%||N/A||0.70%||N/A|
|Portfolio 2024 (Fidelity Funds)||0.47%||0.125%||0.045%||N/A||0.64%||N/A|
|Portfolio 2021 (Fidelity Funds)||0.44%||0.125%||0.045%||N/A||0.61%||N/A|
|College Portfolio (Fidelity Funds)||0.43%||0.125%||0.045%||N/A||0.60%||N/A|
|Aggressive Growth Portfolio (Fidelity Funds)||0.78%||0.125%||0.045%||N/A||0.95%||N/A|
|Moderate Growth Portfolio (Fidelity Funds)||0.67%||0.125%||0.045%||N/A||0.84%||N/A|
|Conservative Portfolio (Fidelity Funds)||0.30%||0.125%||0.045%||N/A||0.47%||N/A|
|Stable Value Portfolio*||0.46%||0.07%||0.01%||N/A||0.54%||N/A|
The AZ529, Arizona's Education Savings Plan, is not insured by the state of Arizona or Fidelity Investments, and neither the principal deposited nor the investment return is guaranteed by the state of Arizona or Fidelity Investments.
Although the underlying deposits are eligible for FDIC insurance, subject to applicable federal deposit insurance limits, the units of the Bank Deposit Portfolio are not insured or guaranteed by the FDIC or any other government agency. You are responsible for monitoring the total amount of your assets on deposit at the depository bank, including amounts held directly at the depository bank. All such deposits held in the same ownership capacity at the depository bank are subject to aggregation and to the current FDIC insurance coverage limitation of $250,000. Please see your 529 Fact Kit for more details.
The AZ529, Arizona's Education Savings Plan, is offered by the state of Arizona with the Arizona State Treasurer's Office as the Plan Administrator and the Arizona State Board of Investment as Plan Trustee and is managed by Fidelity Investments. If you or the designated beneficiary is not an Arizona resident, you may want to consider, before investing, whether your state or the beneficiary's home state offers its residents a plan with alternate state tax advantages or other state benefits such as financial aid, scholarship funds and protection from creditors.
Units of the portfolios are municipal securities and may be subject to market volatility and fluctuation.
Please carefully consider the plan's investment objectives, risks, charges, and expenses before investing. For this and other information on any 529 college savings plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view one online. Read it carefully before you invest or send money.