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

Minimum Initial Investment $50 Minimum Initial Investment with Automatic Investments $15 per month Combined Account Maximum $340,000 Annual Account Maintenance Fee No Fee Fees: Actively-Managed Portfolios 0.59% - 1.04% Fees: Index Portfolios 0.25 - 0.35% The Fidelity Arizona plan offers a variety of investment options, including: Two Age-Based Investment Options Choose from Age-Based Portfolios that invest in Actively Managed Mutual Funds or those that invest in Index Mutual Funds   For both Age-Based Investment Options, the investment mix becomes more conservative as your child nears college going age

"Rocket Scientist"

 

Six Static Portfolios

	Choose Static Portfolios that invest in Actively Managed Mutual Funds or those that invest in Index Mutual Funds
	The Static Portfolios maintain static allocations, and include the 100% and 70% Equity and Conservative Portfolios

 

Individual Fund Portfolios

Choose among Portfolios that invest in a single mutual fund, and are designed with specific investment styles in mind. The Individual Fund Portfolios invest in Index Mutual Funds and a Money Market Mutual Fund

For more information visit www.fidelity.com/arizona

 

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.