Fidelity Arizona College Plan Performance
Portfolio
Name
Unit
Value
($)
Net
Change
($)
Net
Change (%)
7
Day
Yield (%)
1
Month
YTD
AZ 100% Equity Index 9.75 -0.08 -0.81 N/A 3.83 8.70
AZ 100% Equity Portfolio 11.60 -0.10 -0.85 N/A 4.06 7.53
AZ 2009 Index 11.84 -0.05 -0.42 N/A 0.86 7.29
AZ 2012 Index 11.71 -0.06 -0.51 N/A 1.22 8.50
AZ 2015 Index 11.46 -0.07 -0.61 N/A 1.71 9.57
AZ 2018 Index 11.08 -0.08 -0.72 N/A 2.25 10.08
AZ 2021 Index 10.73 -0.08 -0.74 N/A 2.73 10.14
AZ 2024 Index 10.44 -0.08 -0.76 N/A 3.13 9.77
AZ 2027 Index 9.25 -0.07 -0.75 N/A 3.43 9.58
AZ 70% Equity Index 11.17 -0.08 -0.71 N/A 2.72 10.48
AZ 70% Equity Portfolio 12.49 -0.08 -0.64 N/A 3.47 8.90
AZ College Index 11.97 -0.05 -0.42 N/A 0.85 7.30
AZ College Portfolio 12.35 -0.05 -0.40 N/A 1.32 6.33
AZ Conservative Index 12.17 -0.04 -0.33 N/A 0.08 5.65
AZ Conservative Portfolio 12.20 -0.03 -0.25 N/A 0.58 5.09
AZ Inter Treas Index 13.83 -0.10 -0.72 N/A 0.22 12.82
AZ International Index 9.47 -0.06 -0.63 N/A 3.82 4.76
AZ Money Market 10.89 0.00 0.00 0.02 0.00 0.00
AZ Portfolio 2009 12.46 -0.04 -0.32 N/A 1.31 6.36
AZ Portfolio 2012 12.61 -0.06 -0.47 N/A 1.63 7.02
AZ Portfolio 2015 12.62 -0.07 -0.55 N/A 2.21 7.79
AZ Portfolio 2018 12.48 -0.08 -0.64 N/A 2.68 8.20
AZ Portfolio 2021 12.32 -0.08 -0.65 N/A 3.34 8.54
AZ Portfolio 2024 12.07 -0.09 -0.74 N/A 3.69 8.46
AZ Portfolio 2027 9.02 -0.07 -0.77 N/A 3.90 8.25
AZ Spartan 500 Index 9.56 -0.07 -0.73 N/A 3.79 7.63
AZ Ttl Mkt Index 9.81 -0.08 -0.81 N/A 3.92 9.14

Units of the Portfolios are municipal securities and may be subject to market volatility and fluctuation.

The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your units. Current performance may be higher or lower than the performance data quoted.

1 YTD data will be available after first calendar year of existence.

2 One month data will be available after Portfolios have been in existence for a full calendar month.

The current yield more closely reflects the current earnings of the portfolio, while total return refers to a specific past holding period. 7-day annualized yields are stated for month end. Annualized yields are based on net investment income for the stated periods. Annualized yields are historical, will fluctuate, and are based on the portfolio's total net investment income during the period. If certain expenses had not been voluntarily reimbursed by the portfolio's investment advisor during these periods, annualized yields would have been lower.

See the underlying funds and portfolio allocations (PDF).

An investment in the Money Market Portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. It is possible to lose money by investing in the Portfolio.

The Fidelity Arizona College Savings Plan is not insured by the State of Arizona or Fidelity Investments and neither the principal deposited nor the investment return is guaranteed by the State of Arizona or Fidelity Investments.


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Please carefully consider each Plan's investment objectives, risks, charges and expenses before investing. For this and other information on any 529 College Savings Plan managed by Fidelity, call or write to Fidelity for a free Fact Kit, or view 529 Fact Kit online. Read it carefully before you invest or send money.

Plan Details
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