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	$542,000 per beneficiary²
Investment expenses	Fees vary, depending on your investment strategy: 0.50%–0.99% (Fidelity Funds) 0.11%–0.15% (Fidelity Index Funds) 0.42%–0.63% (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

$542,000 per beneficiary²

Investment expenses

Fees vary, depending on your investment strategy:
0.50%–0.99% (Fidelity Funds)
0.11%–0.15% (Fidelity Index Funds)
0.42%–0.63% (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)	0.77%	0.10%	0.10%	N/A	0.97%	N/A
Portfolio 2036 (Fidelity Funds)	0.72%	0.10%	0.10%	N/A	0.92%	N/A
Portfolio 2033 (Fidelity Funds)	0.67%	0.10%	0.10%	N/A	0.87%	N/A
Portfolio 2030 (Fidelity Funds)	0.63%	0.10%	0.10%	N/A	0.83%	N/A
Portfolio 2027 (Fidelity Funds)	0.58%	0.10%	0.10%	N/A	0.78%	N/A
Portfolio 2024 (Fidelity Funds)	0.52%	0.10%	0.10%	N/A	0.72%	N/A
Portfolio 2021 (Fidelity Funds)	0.45%	0.10%	0.10%	N/A	0.65%	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)	0.67%	0.10%	0.10%	N/A	0.87%	N/A
Conservative Portfolio (Fidelity Funds)	0.30%	0.10%	0.10%	N/A	0.50%	N/A
Money Market Portfolio*	0.38%	0.10%	0.10%	N/A	0.58%	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)

0.77%

0.10%

N/A

0.97%

N/A

Portfolio 2036 (Fidelity Funds)

0.72%

0.10%

N/A

0.92%

N/A

Portfolio 2033 (Fidelity Funds)

0.67%

0.10%

N/A

0.87%

N/A

Portfolio 2030 (Fidelity Funds)

0.63%

0.10%

N/A

0.83%

N/A

Portfolio 2027 (Fidelity Funds)

0.58%

0.10%

N/A

0.78%

N/A

Portfolio 2024 (Fidelity Funds)

0.52%

0.10%

N/A

0.72%

N/A

Portfolio 2021 (Fidelity Funds)

0.45%

0.10%

N/A

0.65%

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)

0.67%

0.10%

N/A

0.87%

N/A

Conservative Portfolio (Fidelity Funds)

0.30%

0.10%

N/A

0.50%

N/A

Money Market Portfolio*

0.38%

0.10%

N/A

0.58%

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	0.06%	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 2039 (Blend)	0.49%	0.07%	0.07%	N/A	0.63%	N/A
Portfolio 2036 (Blend)	0.46%	0.07%	0.07%	N/A	0.60%	N/A
Portfolio 2033 (Blend)	0.44%	0.07%	0.07%	N/A	0.58%	N/A
Portfolio 2030 (Blend)	0.41%	0.07%	0.07%	N/A	0.55%	N/A
Portfolio 2027 (Blend)	0.37%	0.07%	0.07%	N/A	0.51%	N/A
Portfolio 2024 (Blend)	0.33%	0.07%	0.07%	N/A	0.47%	N/A
Portfolio 2021 (Blend)	0.29%	0.07%	0.07%	N/A	0.43%	N/A
College Portfolio (Blend)	0.28%	0.07%	0.07%	N/A	0.42%	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)

0.49%

0.07%

N/A

0.63%

N/A

Portfolio 2036 (Blend)

0.46%

0.07%

N/A

0.60%

N/A

Portfolio 2033 (Blend)

0.44%

0.07%

N/A

0.58%

N/A

Portfolio 2030 (Blend)

0.41%

0.07%

N/A

0.55%

N/A

Portfolio 2027 (Blend)

0.37%

0.07%

N/A

0.51%

N/A

Portfolio 2024 (Blend)

0.33%

0.07%

N/A

0.47%

N/A

Portfolio 2021 (Blend)

0.29%

0.07%

N/A

0.43%

N/A

College Portfolio (Blend)

0.28%

0.07%

N/A

0.42%

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 1/1/2021: Fidelity Funds

UNIQUE Plan Fee and Expense Structure as of 1/1/2021: Fidelity Index Funds

UNIQUE Plan Fee and Expense Structure as of 1/1/2021: Blend

UNIQUE Plan Fee and Expense Structure as of 1/1/21: 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 1/1/2021: Fidelity Funds

UNIQUE Plan Fee and Expense Structure as of 1/1/2021: Fidelity Index Funds

UNIQUE Plan Fee and Expense Structure as of 1/1/2021: Blend

UNIQUE Plan Fee and Expense Structure as of 1/1/21: Bank Deposit Portfolio