With 23 investment options to choose from, your advisor can help you diversify and build a Fidelity Advisor 529 Plan that meets your needs.
8 Age-Based Portfolios
Portfolios gradually become more conservative to help keep risk to a minimum as the account's beneficiary nears college age.
|Age-Based Portfolio||Beneficiary Birth Years||Investment Objective|
|Portfolio 2025||2006 to 2008||Capital appreciation with reasonable safety of principal|
|Portfolio 2022||2003 to 2005||Capital appreciation with reasonable safety of principal|
|Portfolio 2019||2000 to 2002|
|Portfolio 2016||1997 to 1999|
|Portfolio 2013||1994 to 1996|
|Portfolio 2010||1991 to 1993|
|Portfolio 2007||1988 to 1990|
|College Portfolio||1987 and earlier||Capital preservation with reasonable safety of principal|
2 Static Allocation Portfolios
Aggressive 100% equity portfolio or a more balanced 70% equity portfolio
13 Individual Fund Portfolios
Portfolios invested in Fidelity Advisor funds that span asset classes and a spectrum of risk
International Equity Portfolio
Domestic Equity Portfolios
Money Market Portfolio
An investment in a 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 Advisor 529 Plan is offered by the State of New Hampshire and managed by Fidelity Investments. If you or the designated beneficiary are not a New Hampshire resident, you may want to consider, before investing, whether your or the designated beneficiary's home state offers its residents a plan with alternate state tax advantages or other benefits.
You may want to consult with your clients on the state tax advantages of their own stateís plan.
Units of the Portfolios are municipal securities and may be subject to market volatility and fluctuation.
Before investing, consider the Planís investment objectives, risks, charges, and expenses. Call or write to Fidelity or visit advisor.fidelity.com for an Offering Statement containing this information. Read it carefully before investing.