Sales Charges & Breakpoints

Fidelity Investments supports the efforts of the SEC and FINRA to ensure best interests of investors are considered with regard to load breakpoints. Please read the Fund Distribution section of the Advisor Fund prospectus or the Availability of Units in the Fidelity Advisor 529 Plan Offering Statement for detailed information on each available program.

You and/or your advisor must inform Fidelity if you are eligible for these privileges prior to the purchase:

  • Eligible Accounts
  • Combined Purchases
  • Rights of Accumulation
  • Letter of Intent
  • Reinstatement Privilege

FA 130/30 Large Cap (ABCT)
FA 529 Offering Statement
FA Aggressive Growth Fund (ABCT)
FA Asset Manager 20% Fund (ABCT)
FA Asset Manager 30% Fund (ABCT)
FA Asset Manager 40% Fund (ABCT)
FA Asset Manager 50% Fund (ABCT)
FA Asset Manager 60% Fund (ABCT)
FA Asset Manager 70% Fund (ABCT)
FA Asset Manager 85% Fund (ABCT)
FA Balanced Fund (ABCT)
FA California Municipal Income Fund (ABCT)
FA Canada Fund Class ABCT (ABCT)
FA Capital Development Fund (ABCT)
FA Consumer Staples Fund (ABCT) 
FA Diversified International Fund (ABCT)
FA Diversified Stock Fund (ABCT)
FA Dividend Growth Fund (ABCT)
FA Dynamic Capital Appreciation Fund (ABCT)
FA Dynamic Strategies Fund (ABCT)
FA Emerging Asia Fund (ABCT)
FA Emerging Markets Fund (ABCT)
FA Emerging Markets Income Fund (ABCT)
FA Equity Growth Fund (ABCT)
FA Equity Income Fund (ABCT)
FA Equity Value Fund (ABCT)
FA Europe Capital Appreciation Fund (ABCT)
FA Fifty Fund (ABCT)
FA Floating Rate High Income Fund (ABCT)
FA Focus Funds (ABCT)
FA Freedom Fund (ABCT)
FA Global Capital Appreciation Fund (ABCT)
FA Gold Fund (ABCT)
FA Government Income Fund (ABCT)
FA Growth & Income Fund (ABCT)
FA Growth Opportunities Fund (ABCT)
FA High Income Advantage Fund (ABCT)
FA High Income Fund (ABCT)
FA Income Replacement Funds (ATC)
FA Income Replacement 2038, 2040, 2042 Fund Class (ATC)
FA Inflation-Protected Bond Fund (ABCT)
FA Int Small Cap Opp Fund (ABCT)
FA Intermediate Bond Fund (ABCT)
FA Intermediate Municipal Income Fund (ABCT)
FA International Capital Appreciation Fund (ABCT)
FA International Disc Fund (ABCT)
FA International Growth Fund (ABCT)
FA International Real Estate Fund (ABCT)
FA International Small Cap Fund (ABCT)
FA International Small Cap Opportunities Fund (ABCT)
FA International Value Fund (ABCT)
FA Investment Grade Bond Fund (ABCT)
FA Japan Fund (ABCT)
FA Korea Fund (ABCT)
FA Large Cap Fund (ABCT)
FA Large Cap Growth Fund (ABCT)
FA Large Cap Value Fund (ABCT)
FA Latin America Fund (ABCT)
FA Leveraged Company Stock Fund (ABCT)
FA Materials Fund (ABCT)
FA Mega Cap Stock Fund (ABCT)
FA Mid Cap Fund (ABCT)
FA Mid Cap II Fund (ABCT)
FA Mid Cap Growth Fund (ABCT)
FA Mid Cap Value Fund (ABCT)
FA Mortgage Securities Fund (ABCT)
FA Municipal Income Fund (ABCT)
FA New Insights Fund (ABCT)
FA New York Municipal Income Fund (ABCT)
FA Overseas Fund (ABCT)
FA Real Estate Fund (ABCT)
FA Short Fixed-Income Fund (ABCT)
FA Short-Intermediate Muni Income Fund (ABCT)
FA Small Cap Fund (ABCT)
FA Small Cap Growth Fund (ABCT)
FA Small Cap Independence Fund (ABCT)
FA Small Cap Value Fund (ABCT)
FA Strat Dividend & Inc Fund (ABCT)
FA Strategic Growth Fund (ABCT)
FA Strategic Income Fund (ABCT)
FA Strategic Real Return Fund (ABCT)
FA Tax Managed Stock Fund (ABCT)
FA Telecommunications Fund (ABCT)
FA Total Bond Fund (ABCT)
FA Total International Equity Fund (ABCT)
FA Ultra-Short Bond Fund (AT)
FA Value Fund (ABCT)
FA Value Leaders Fund (ABCT)
FA Value Strategies Fund (ABCT)
Treasury Fund Advisor B&C Class

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