Investment Options - Fidelity Investments
Fidelity offers multiple investment options, including Age-Based Portfolios, Static Portfolios, and Individual Mutual Fund Portfolios, or a combination of these options.
|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
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 Portfolios, the investment mix becomes more conservative as your child nears college going age.
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.
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.