Investment Options

With 23 investment options to choose from, your advisor can help you diversify and build a Fidelity Advisor 529 Plan that meets your needs.

Big Thinking for Small Investors [PDF]

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

Fixed-Income 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.

 
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