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 |  |
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| 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
- Fidelity Advisor 529 Diversified International Portfolio*
* You will incur a 1% short-term redemption fee on any units of the Fidelity Advisor 529 Diversified International Portfolio held for less than 30 days. See Offering Statement for more details.
Domestic Equity Portfolios
- Fidelity Advisor 529 Dividend Growth Portfolio
- Fidelity Advisor 529 Equity Growth Portfolio
- Fidelity Advisor 529 Equity Income Portfolio
- Fidelity Advisor 529 Mid Cap Portfolio
- Fidelity Advisor 529 New Insights Portfolio
- Fidelity Advisor 529 Small Cap Portfolio
- Fidelity Advisor 529 Value Strategies Portfolio
Fixed-Income Portfolios
- Fidelity Advisor 529 High Income Portfolio+
+ You will incur a 1% short-term redemption fee on any units of the Fidelity Advisor 529 High Income Portfolio held for less than 90 days. See Offering Statement for more details. - Fidelity Advisor 529 Inflation-Protected Bond Portfolio
- Fidelity Advisor 529 Intermediate Bond Portfolio
- Fidelity Advisor 529 Strategic Income Portfolio
Money Market Portfolio
- Fidelity Advisor 529 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 state’s plan.
Units of the Portfolios are municipal securities and may be subject to market volatility and fluctuation.
Before investing, consider the Plan’s 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.