529 Plan Investment Options
As you get ready to open your 529 plan account, decide which investment strategy will work best for you. Our plans offer options for every type of investor.
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Our Age-Based Strategy includes portfolios that are managed according to the beneficiary's birth year with the asset allocation automatically becoming more conservative as the beneficiary nears college age.
This strategy offers a choice of three types of funds:
Fidelity Funds
Seek to beat a combination of major market indices over the long term
Portfolios invest solely in Fidelity funds.
Managed by dedicated Fidelity portfolio managers
Multi-Firm Funds
Seek to beat a combination of major market indices over the long term
Portfolios invest across multiple fund companies, offering an opportunity to diversify your funds.
Managed by dedicated Fidelity portfolio managers
Fidelity Index Funds
Seek to closely mirror the performance of a combination of major market indices over the long term
Portfolios invest solely in Fidelity Index funds.
Passively managed; securities currently held in the respective index determine investments.
Your beneficiary's birth year will help determine the Age-Based portfolio in which you'll invest.
Questions?
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More information
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Get started with college savings
Understand what it's like to have an account, from choosing a plan to withdrawing funds.
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Learn more about how much you'll be expected to contribute to education expenses.
The UNIQUE College Investing Plan, U.Fund College Investing Plan, Delaware College Investment Plan, and Fidelity Arizona College Savings Plan are offered by the State of New Hampshire, MEFA, the State of Delaware and the Arizona Commission for Postsecondary Education, respectively, and managed by Fidelity Investments.
If you or the designated beneficiary is not a New Hampshire, Massachusetts, Delaware, or Arizona resident, you may want to consider, before investing, whether your state or the designated beneficiary's home state offers its residents a plan with alternate state tax advantages or other benefits.
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 online. Read it carefully before you invest or send money.
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