Unique College Investing Plan | New Hampshire

Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "

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: 0.50%–0.99% (Fidelity Funds) 0.13%–0.14% (Fidelity Index Funds) 0.43%–0.65% (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

$500,000 per beneficiary²

Investment expenses

Fees vary, depending on your investment strategy:
0.50%–0.99% (Fidelity Funds)
0.13%–0.14% (Fidelity Index Funds)
0.43%–0.65% (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 2036 (Fidelity Funds)	0.76%	0.10%	0.10%	N/A	0.96%	N/A
Portfolio 2033 (Fidelity Funds)	0.71%	0.10%	0.10%	N/A	0.91%	N/A
Portfolio 2030 (Fidelity Funds)	0.66%	0.10%	0.10%	N/A	0.86%	N/A
Portfolio 2027 (Fidelity Funds)	0.61%	0.10%	0.10%	N/A	0.81%	N/A
Portfolio 2024 (Fidelity Funds)	0.56%	0.10%	0.10%	N/A	0.76%	N/A
Portfolio 2021 (Fidelity Funds)	0.50%	0.10%	0.10%	N/A	0.70%	N/A
Portfolio 2018 (Fidelity Funds)	0.43%	0.10%	0.10%	N/A	0.63%	N/A
College Portfolio (Fidelity Funds)	0.43%	0.10%	0.10%	N/A	0.63%	N/A
Aggressive Growth Portfolio (Fidelity Funds)	0.79%	0.10%	0.10%	N/A	0.99%	N/A
Moderate Growth Portfolio (Fidelity Funds)	0.68%	0.10%	0.10%	N/A	0.88%	N/A
Conservative Portfolio (Fidelity Funds)	0.30%	0.10%	0.10%	N/A	0.50%	N/A
Money Market Portfolio*	0.37%	0.10%	0.10%	N/A	0.57%	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 2036 (Fidelity Funds)

0.76%

0.10%

N/A

0.96%

N/A

Portfolio 2033 (Fidelity Funds)

0.71%

0.10%

N/A

0.91%

N/A

Portfolio 2030 (Fidelity Funds)

0.66%

0.10%

N/A

0.86%

N/A

Portfolio 2027 (Fidelity Funds)

0.61%

0.10%

N/A

0.81%

N/A

Portfolio 2024 (Fidelity Funds)

0.56%

0.10%

N/A

0.76%

N/A

Portfolio 2021 (Fidelity Funds)

0.50%

0.10%

N/A

0.70%

N/A

Portfolio 2018 (Fidelity Funds)

0.43%

0.10%

N/A

0.63%

N/A

College Portfolio (Fidelity Funds)

0.43%

0.10%

N/A

0.63%

N/A

Aggressive Growth Portfolio (Fidelity Funds)

0.79%

0.10%

N/A

0.99%

N/A

Moderate Growth Portfolio (Fidelity Funds)

0.68%

0.10%

N/A

0.88%

N/A

Conservative Portfolio (Fidelity Funds)

0.30%

0.10%

N/A

0.50%

N/A

Money Market Portfolio*

0.37%

0.10%

N/A

0.57%

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 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
Portfolio 2018 (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	0.06%	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 and Management Expenses¹	Program Manager Fee²	State Fee³	Miscellaneous Fee⁴	Total Annual Asset-Based Fee⁵	Annual Account Maintenance Fee⁶
Portfolio 2036 (Blend)	0.51%	0.07%	0.07%	N/A	0.65%	N/A
Portfolio 2033 (Blend)	0.47%	0.07%	0.07%	N/A	0.61%	N/A
Portfolio 2030 (Blend)	0.45%	0.07%	0.07%	N/A	0.59%	N/A
Portfolio 2027 (Blend)	0.41%	0.07%	0.07%	N/A	0.55%	N/A
Portfolio 2024 (Blend)	0.37%	0.07%	0.07%	N/A	0.51%	N/A
Portfolio 2021 (Blend)	0.33%	0.07%	0.07%	N/A	0.47%	N/A
College Portfolio (Blend)	0.29%	0.07%	0.07%	N/A	0.43%	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 2036 (Blend)

0.51%

0.07%

N/A

0.65%

N/A

Portfolio 2033 (Blend)

0.47%

0.07%

N/A

0.61%

N/A

Portfolio 2030 (Blend)

0.45%

0.07%

N/A

0.59%

N/A

Portfolio 2027 (Blend)

0.41%

0.07%

N/A

0.55%

N/A

Portfolio 2024 (Blend)

0.37%

0.07%

N/A

0.51%

N/A

Portfolio 2021 (Blend)

0.33%

0.07%

N/A

0.47%

N/A

College Portfolio (Blend)

0.29%

0.07%

N/A

0.43%

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 10/1/19: Fidelity Funds

UNIQUE Plan Fee and Expense Structure as of 10/1/2019: Fidelity Index Funds

UNIQUE Plan Fee and Expense Structure as of 10/3/19: Blend

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 10/1/19: Fidelity Funds

UNIQUE Plan Fee and Expense Structure as of 10/1/2019: Fidelity Index Funds

UNIQUE Plan Fee and Expense Structure as of 10/3/19: Blend

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

Important Information