Fidelity Investments

Fidelity offers multiple investment options, including  Age-Based Portfolios (with both Fidelity mutual funds and mutual funds from other firms as well), Static Portfolios, and Individual Mutual Fund Portfolios, or a combination of these options. In addition, Fidelity provides guidance on what the next best step is for your situation. Let Fidelity help you create a plan.

 

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: Fidelity FundsPortfolios 0.59% - 1.04% Fees:Fidelity Index Portfolios 0.25 - 0.35% The Fidelity Arizona plan offers a variety of investment options, including: Three Age-Based Investment Options Choose from 3 Age-Based Portfolios: New Multi-Firm Strategy: invests in actively managed mutual funds from Fidelity and other firms. Fidelity Fund Strategy: invests in actively managed Fidelity mutual funds. Index Strategy: invests in passively managed index funds.   With the age-Bbased investment options, the investment mix becomes more conservative as your child nears college 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.