Investment Options - Fidelity Investments

Fidelity Investments

Fidelity offers multiple investment options, including Age-Based Portfolios, Static Portfolios, and Individual Mutual Fund Portfolios, or a combination of these options.

Fidelity Arizona Plan
Minimum Initial Investment $50
Minimum Initial Investment with Automatic Investments $15 per month
Combined Account Maximum $431,000
Annual Account Maintenance Fee No Fee
Fees: Actively-Managed Portfolios 0.56% - 1.04
Fees: Index Portfolios 0.11% - 0.21%
Fees: Multi-Firm Funds 0.91% - 1.20%

The Fidelity Arizona Plan offers a variety of investment options, including:

Two Age-Based Investment Portfolios

Bullet PointChoose from Age-Based Portfolios that invest in Actively Managed Mutual Funds or those that invest in Index Mutual Funds.

Bullet PointFor both Age-based Investment Portfolios, the investment mix becomes more conservative as your child nears college going age.

Six Static Portfolios

Bullet PointChoose Static Portfolios that invest in Actively Managed Mutual Funds or those that invest in Index Mutual Funds.

Bullet PointThe Static Portfolios maintain static allocations, and include the 100% and 70% Equity and Conservative Portfolios.

Individual Fund Portfolios

Bullet PointChoose among Portfolios that invest in a single mutual fund, and are designed with specific investment styles in mind.

Bullet PointThe Individual Fund Portfolios invest in Index Mutual Funds and a Money Market Mutual Fund.

The Arizona Family College Savings Plan is not insured by the State of Arizona or any of the program providers. Neither the principal deposited nor the investment return is guaranteed by the State of Arizona or the program providers.