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 | $494,000 |
| Annual Account Maintenance Fee | No Fee |
| Fees: Actively-Managed Portfolios | 0.53% – 0.99% |
| Fees: Index Portfolios | 0.11% – 0.20% |
| Fees: Multi-Firm Funds | 0.89% – 1.13% |
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.
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.
Arizona’s Education 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.