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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 $0
Minimum Initial Investment with Automatic Investments $15 per month
Combined Account Maximum $505,000
Annual Account Maintenance Fee No Fee
Fees: Actively-Managed Portfolios 0.58% – 0.99%
Fees: Index Portfolios 0.11% – 0.15%
Fees: Fidelity Blend Portfolios 0.43% – 0.66%

Age-Based Investment Portfolios

Choose from Age-Based Portfolios that invest in Actively Managed Mutual Funds, Index Mutual Funds or a mix of both.

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

Static Portfolios

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

The Static Portfolios maintain target asset allocations that do not change over time. Each portfolio has its own investment objective without regard to the age of the beneficiary. Asset allocations range from 100% equity in the Aggressive Growth Portfolio, 70% equity in the Moderate Growth Portfolio, to a 45% bond mutual fund and 55% short term and money market mutual fund mix in the Conservative Portfolio.

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.

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