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	$500,000 per beneficiary²
Investment expenses	Fees vary, depending on your investment strategy: 0.53%–0.99% (Fidelity Funds) 0.11%–0.20% (Fidelity Index Funds) 0.89%–1.13% (Multi-Firm Funds) 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

$500,000 per beneficiary²

Investment expenses

Fees vary, depending on your investment strategy:
0.53%–0.99% (Fidelity Funds)
0.11%–0.20% (Fidelity Index Funds)
0.89%–1.13% (Multi-Firm Funds)
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 Expenses¹	Program Manager Fee²	State Fee³	Miscellaneous Fee⁴	Total Annual Asset-Based Fee⁵	Annual Account Maintenance Fee⁶
Portfolio 2036 (Fidelity Funds)	0.76%	0.10%	0.10%	N/A	0.96%	N/A
Portfolio 2033 (Fidelity Funds)	0.72%	0.10%	0.10%	N/A	0.92%	N/A
Portfolio 2030 (Fidelity Funds)	0.68%	0.10%	0.10%	N/A	0.88%	N/A
Portfolio 2027 (Fidelity Funds)	0.63%	0.10%	0.10%	N/A	0.83%	N/A
Portfolio 2024 (Fidelity Funds)	0.57%	0.10%	0.10%	N/A	0.77%	N/A
Portfolio 2021 (Fidelity Funds)	0.52%	0.10%	0.10%	N/A	0.72%	N/A
Portfolio 2018 (Fidelity Funds)	0.45%	0.10%	0.10%	N/A	0.65%	N/A
College Portfolio (Fidelity Funds)	0.45%	0.10%	0.10%	N/A	0.65%	N/A
Aggressive Growth Portfolio (Fidelity Funds)	0.78%	0.10%	0.10%	N/A	0.98%	N/A
Moderate Growth Portfolio (Fidelity Funds)	0.68%	0.10%	0.10%	N/A	0.88%	N/A
Conservative Portfolio (Fidelity Funds)	0.33%	0.10%	0.10%	N/A	0.53%	N/A
Money Market Portfolio*	0.37%	0.10%	0.10%	N/A	0.57%	N/A

Portfolio

Estimated Underlying Fund Expenses¹

Program Manager Fee²

State Fee³

Miscellaneous Fee⁴

Total Annual Asset-Based Fee⁵

Annual Account Maintenance Fee⁶

Portfolio 2036 (Fidelity Funds)

0.76%

0.10%

N/A

0.96%

N/A

Portfolio 2033 (Fidelity Funds)

0.72%

0.10%

N/A

0.92%

N/A

Portfolio 2030 (Fidelity Funds)

0.68%

0.10%

N/A

0.88%

N/A

Portfolio 2027 (Fidelity Funds)

0.63%

0.10%

N/A

0.83%

N/A

Portfolio 2024 (Fidelity Funds)

0.57%

0.10%

N/A

0.77%

N/A

Portfolio 2021 (Fidelity Funds)

0.52%

0.10%

N/A

0.72%

N/A

Portfolio 2018 (Fidelity Funds)

0.45%

0.10%

N/A

0.65%

N/A

College Portfolio (Fidelity Funds)

0.45%

0.10%

N/A

0.65%

N/A

Aggressive Growth Portfolio (Fidelity Funds)

0.78%

0.10%

N/A

0.98%

N/A

Moderate Growth Portfolio (Fidelity Funds)

0.68%

0.10%

N/A

0.88%

N/A

Conservative Portfolio (Fidelity Funds)

0.33%

0.10%

N/A

0.53%

N/A

Money Market Portfolio*

0.37%

0.10%

N/A

0.57%

N/A

Portfolio	Estimated Underlying Fund Expenses¹	Program Manager Fee²	State Fee³	Miscellaneous Fee⁴	Total Annual Asset-Based Fee⁵	Annual Account Maintenance Fee⁶
Portfolio 2036 (Fidelity Index)	0.04%	0.04%	0.05%	N/A	0.13%	N/A
Portfolio 2033 (Fidelity Index)	0.04%	0.04%	0.05%	N/A	0.13%	N/A
Portfolio 2030 (Fidelity Index)	0.04%	0.04%	0.05%	N/A	0.13%	N/A
Portfolio 2027 (Fidelity Index)	0.05%	0.04%	0.05%	N/A	0.14%	N/A
Portfolio 2024 (Fidelity Index)	0.06%	0.04%	0.05%	N/A	0.15%	N/A
Portfolio 2021 (Fidelity Index)	0.07%	0.04%	0.05%	N/A	0.16%	N/A
Portfolio 2018 (Fidelity Index)	0.08%	0.04%	0.05%	N/A	0.17%	N/A
College Portfolio (Fidelity Index)	0.08%	0.04%	0.05%	N/A	0.17%	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)	0.11%	0.04%	0.05%	N/A	0.20%	N/A
Intermediate Treasury Index Portfolio	0.03%	0.04%	0.05%	N/A	0.12%	N/A
International Index Portfolio	0.06%	0.04%	0.05%	N/A	0.15%	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 Expenses¹	Program Manager Fee²	State Fee³	Miscellaneous Fee⁴	Total Annual Asset-Based Fee⁵	Annual Account Maintenance Fee⁶
Portfolio 2036 (Multi-Firm)	0.78%	0.25%	0.10%	N/A	1.13%	N/A
Portfolio 2033 (Multi-Firm)	0.74%	0.25%	0.10%	N/A	1.09%	N/A
Portfolio 2030 (Multi-Firm)	0.70%	0.25%	0.10%	N/A	1.05%	N/A
Portfolio 2027 (Multi-Firm)	0.66%	0.25%	0.10%	N/A	1.01%	N/A
Portfolio 2024 (Multi-Firm)	0.63%	0.25%	0.10%	N/A	0.98%	N/A
Portfolio 2021 (Multi-Firm)	0.59%	0.25%	0.10%	N/A	0.94%	N/A
Portfolio 2018 (Multi-Firm)	0.54%	0.25%	0.10%	N/A	0.89%	N/A
College Portfolio (Multi-Firm)	0.54%	0.25%	0.10%	N/A	0.89%	N/A

Portfolio

Estimated Underlying Fund Expenses¹

Program Manager Fee²

State Fee³

Miscellaneous Fee⁴

Total Annual Asset-Based Fee⁵

Annual Account Maintenance Fee⁶

Portfolio 2036 (Multi-Firm)

0.78%

0.25%

0.10%

N/A

1.13%

N/A

Portfolio 2033 (Multi-Firm)

0.74%

0.25%

0.10%

N/A

1.09%

N/A

Portfolio 2030 (Multi-Firm)

0.70%

0.25%

0.10%

N/A

1.05%

N/A

Portfolio 2027 (Multi-Firm)

0.66%

0.25%

0.10%

N/A

1.01%

N/A

Portfolio 2024 (Multi-Firm)

0.63%

0.25%

0.10%

N/A

0.98%

N/A

Portfolio 2021 (Multi-Firm)

0.59%

0.25%

0.10%

N/A

0.94%

N/A

Portfolio 2018 (Multi-Firm)

0.54%

0.25%

0.10%

N/A

0.89%

N/A

College Portfolio (Multi-Firm)

0.54%

0.25%

0.10%

N/A

0.89%

N/A

Portfolio	Estimated Underlying Fund Expenses¹	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

Estimated Underlying Fund Expenses¹

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 9/30/18: Fidelity Funds

UNIQUE Plan Fee and Expense Structure as of 9/30/2018: Fidelity Index Funds

UNIQUE Plan Fee and Expense Structure as of 9/30/18: Multi-Firm Funds

UNIQUE Plan Fee and Expense Structure as of 9/30/18: 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

Stay Connected

UNIQUE Plan Fee and Expense Structure as of 9/30/18: Fidelity Funds

UNIQUE Plan Fee and Expense Structure as of 9/30/2018: Fidelity Index Funds

UNIQUE Plan Fee and Expense Structure as of 9/30/18: Multi-Firm Funds

UNIQUE Plan Fee and Expense Structure as of 9/30/18: Bank Deposit Portfolio

Important Information