Unique College Investing Plan | New Hampshire

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Tax advantages
Earnings	Any earnings grow federal income tax-deferred.
Withdrawals	Qualified withdrawals are free from both federal income tax and New Hampshire interest and dividends taxes.
Account details
Account maximum	$553,098 per beneficiary²
Investment expenses	Fees vary, depending on your investment strategy: 0.47%–0.95% (Fidelity Funds) 0.11%–0.14% (Fidelity Index Funds) 0.40%–0.59% (Fidelity Blend) 0.05%–0.50% (Bank Deposit Portfolio)
Plan performance	View information on the funds' short-term performance, or average annual total returns by month or by quarter. Download the annual report (PDF)
Additional resources
Plan application & fact kit	Download the application and supporting documents.

Tax advantages

Earnings

Any earnings grow federal income tax-deferred.

Withdrawals

Qualified withdrawals are free from both federal income tax and New Hampshire interest and dividends taxes.

Account details

Account maximum

$553,098 per beneficiary²

Investment expenses

Fees vary, depending on your investment strategy:
0.47%–0.95% (Fidelity Funds)
0.11%–0.14% (Fidelity Index Funds)
0.40%–0.59% (Fidelity Blend)
0.05%–0.50% (Bank Deposit Portfolio)

Plan performance

View information on the funds' short-term performance, or average annual total returns by month or by quarter.

Download the annual report (PDF)

Additional resources

Plan application & fact kit

Download the application and supporting documents.

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%	0.07%	0.10%	N/A	0.83%	N/A
Portfolio 2036 (Fidelity Funds)	0.63%	0.07%	0.10%	N/A	0.80%	N/A
Portfolio 2033 (Fidelity Funds)	0.60%	0.07%	0.10%	N/A	0.77%	N/A
Portfolio 2030 (Fidelity Funds)	0.57%	0.07%	0.10%	N/A	0.74%	N/A
Portfolio 2027 (Fidelity Funds)	0.53%	0.07%	0.10%	N/A	0.70%	N/A
Portfolio 2024 (Fidelity Funds)	0.47%	0.07%	0.10%	N/A	0.64%	N/A
Portfolio 2021 (Fidelity Funds)	0.44%	0.07%	0.10%	N/A	0.61%	N/A
College Portfolio (Fidelity Funds)	0.43%	0.07%	0.10%	N/A	0.60%	N/A
Aggressive Growth Portfolio (Fidelity Funds)	0.78%	0.07%	0.10%	N/A	0.95%	N/A
Moderate Growth Portfolio (Fidelity Funds)	0.67%	0.07%	0.10%	N/A	0.84%	N/A
Conservative Portfolio (Fidelity Funds)	0.30%	0.07%	0.10%	N/A	0.47%	N/A
Stable Value Portfolio*	0.46%	0.07%	0.01%	N/A	0.54%	N/A

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%

0.07%

0.10%

N/A

0.83%

N/A

Portfolio 2036 (Fidelity Funds)

0.63%

0.07%

0.10%

N/A

0.80%

N/A

Portfolio 2033 (Fidelity Funds)

0.60%

0.07%

0.10%

N/A

0.77%

N/A

Portfolio 2030 (Fidelity Funds)

0.57%

0.07%

0.10%

N/A

0.74%

N/A

Portfolio 2027 (Fidelity Funds)

0.53%

0.07%

0.10%

N/A

0.70%

N/A

Portfolio 2024 (Fidelity Funds)

0.47%

0.07%

0.10%

N/A

0.64%

N/A

Portfolio 2021 (Fidelity Funds)

0.44%

0.07%

0.10%

N/A

0.61%

N/A

College Portfolio (Fidelity Funds)

0.43%

0.07%

0.10%

N/A

0.60%

N/A

Aggressive Growth Portfolio (Fidelity Funds)

0.78%

0.07%

0.10%

N/A

0.95%

N/A

Moderate Growth Portfolio (Fidelity Funds)

0.67%

0.07%

0.10%

N/A

0.84%

N/A

Conservative Portfolio (Fidelity Funds)

0.30%

0.07%

0.10%

N/A

0.47%

N/A

Stable Value Portfolio*

0.46%

0.07%

0.01%

N/A

0.54%

N/A

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 Index)	0.05%	0.04%	0.05%	N/A	0.14%	N/A
Portfolio 2036 (Fidelity Index)	0.05%	0.04%	0.05%	N/A	0.14%	N/A
Portfolio 2033 (Fidelity Index)	0.05%	0.04%	0.05%	N/A	0.14%	N/A
Portfolio 2030 (Fidelity Index)	0.05%	0.04%	0.05%	N/A	0.14%	N/A
Portfolio 2027 (Fidelity Index)	0.05%	0.04%	0.05%	N/A	0.14%	N/A
Portfolio 2024 (Fidelity Index)	0.05%	0.04%	0.05%	N/A	0.14%	N/A
Portfolio 2021 (Fidelity Index)	0.05%	0.04%	0.05%	N/A	0.14%	N/A
College Portfolio (Fidelity Index)	0.05%	0.04%	0.05%	N/A	0.14%	N/A
Aggressive Growth Portfolio (Fidelity Index)	0.04%	0.04%	0.05%	N/A	0.13%	N/A
Moderate Growth Portfolio (Fidelity Index)	0.04%	0.04%	0.05%	N/A	0.13%	N/A
Conservative Portfolio (Fidelity Index)	0.04%	0.04%	0.05%	N/A	0.13%	N/A
Intermediate Treasury Index Portfolio	0.03%	0.04%	0.05%	N/A	0.12%	N/A
International Index Portfolio	0.05%	0.04%	0.05%	N/A	0.14%	N/A
Fidelity 500 Index Portfolio	0.02%	0.04%	0.05%	N/A	0.11%	N/A
Total Market Index Portfolio	0.02%	0.04%	0.05%	N/A	0.11%	N/A

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 (Blend)	0.47%	0.05%	0.07%	N/A	0.59%	N/A
Portfolio 2036 ;(Blend)	0.44%	0.05%	0.07%	N/A	0.56%	N/A
Portfolio 2033 (Blend)	0.42%	0.05%	0.07%	N/A	0.54%	N/A
Portfolio 2030 (Blend)	0.39%	0.05%	0.07%	N/A	0.51%	N/A
Portfolio 2027 (Blend)	0.36%	0.05%	0.07%	N/A	0.48%	N/A
Portfolio 2024 (Blend)	0.32%	0.05%	0.07%	N/A	0.44%	N/A
Portfolio 2021 (Blend)	0.29%	0.05%	0.07%	N/A	0.41%	N/A
College Portfolio (Blend)	0.28%	0.05%	0.07%	N/A	0.40%	N/A
Sustainable Multi-Asset	0.42%	0.05%	0.07%	N/A	0.54%	N/A

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 (Blend)

0.47%

0.05%

0.07%

N/A

0.59%

N/A

Portfolio 2036 ;(Blend)

0.44%

0.05%

0.07%

N/A

0.56%

N/A

Portfolio 2033 (Blend)

0.42%

0.05%

0.07%

N/A

0.54%

N/A

Portfolio 2030 (Blend)

0.39%

0.05%

0.07%

N/A

0.51%

N/A

Portfolio 2027 (Blend)

0.36%

0.05%

0.07%

N/A

0.48%

N/A

Portfolio 2024 (Blend)

0.32%

0.05%

0.07%

N/A

0.44%

N/A

Portfolio 2021 (Blend)

0.29%

0.05%

0.07%

N/A

0.41%

N/A

College Portfolio (Blend)

0.28%

0.05%

0.07%

N/A

0.40%

N/A

Sustainable Multi-Asset

0.42%

0.05%

0.07%

N/A

0.54%

N/A

Portfolio	Bank Administration Fee¹	Program Manager Fee²	State Fee³	Miscellaneous Fee⁴	Total Annual Asset-Based Fee⁵	Annual Account Maintenance Fee⁶
Bank Deposit Portfolio	0.00%-0.40%	0.00%-0.05%	0.05%	N/A	0.05%-0.50%	N/A

Portfolio

Bank Administration Fee¹

Program Manager Fee²

State Fee³

Miscellaneous Fee⁴

Total Annual Asset-Based Fee⁵

Annual Account Maintenance Fee⁶

Bank Deposit Portfolio

0.00%-0.40%

0.00%-0.05%

0.05%

N/A

0.05%-0.50%

N/A

The UNIQUE College Investing Plan

Plan details

Investment options

FAQs

529 overview

Why invest in a 529 college savings plan with Fidelity?

Tax advantages

Account details

Additional resources

How to ask for gifts to a 529 account

Learn more

Hablamos español

Get in touch

UNIQUE Plan Fee and Expense Structure as of 1/3/2022: Fidelity Funds

UNIQUE Plan Fee and Expense Structure as of 1/3/2022: Fidelity Index Funds

UNIQUE Plan Fee and Expense Structure as of 1/3/2022: Blend

UNIQUE Plan Fee and Expense Structure as of 1/3/2022: Bank Deposit Portfolio

Mutual Funds and Mutual Fund Investing - Fidelity Investments

The UNIQUE College Investing Plan

Plan details

Investment options

FAQs

529 overview

Why invest in a 529 college savings plan with Fidelity?

Tax advantages

Account details

Additional resources

How to ask for gifts to a 529 account

Learn more

Hablamos español

Get in touch

UNIQUE Plan Fee and Expense Structure as of 1/3/2022: Fidelity Funds

UNIQUE Plan Fee and Expense Structure as of 1/3/2022: Fidelity Index Funds

UNIQUE Plan Fee and Expense Structure as of 1/3/2022: Blend

UNIQUE Plan Fee and Expense Structure as of 1/3/2022: Bank Deposit Portfolio