YOUR GUIDE TO SAVING FOR COLLEGE

UNIQUE College Investing Plan Enroll Now

Expense Ratio

0.0%

2.7%

Investors in UNIQUE College Investing Plan can select from the following investment options. Click on a portfolio name for more information.

Age Based

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Fidelity Funds: NH Portfolio 2024 0.87% 61% 10.79% 6.47% 8.60% 4.00%
Fidelity Funds: NH Portfolio 2021 0.81% 50% 8.35% 5.48% 7.14% 3.64%
Fidelity Funds: NH Portfolio 2018 0.75% 37% 5.79% 4.33% 5.55% 3.28%
Fidelity Funds: NH Portfolio 2030 0.98% 86% 15.76% 8.20% 10.82% N/A
Fidelity Funds: NH College Portfolio 0.71% 26% 4.67% 3.52% 3.51% 3.35%
NH Portfolio 2024 Fidelity Index 0.15% 56% 9.07% 5.42% 7.86% 4.32%
NH Portfolio 2021 Fidelity Index 0.16% 43% 6.71% 4.46% 6.37% 3.89%
NH Portfolio 2018 Fidelity Index 0.17% 30% 4.34% 3.42% 4.82% 3.49%
NH Portfolio 2030 Fidelity Index 0.13% 80% 13.73% 7.07% 9.99% N/A
NH College Portfolio Fidelity Index 0.18% 19% 3.41% 2.80% 2.92% 3.36%
Fidelity Funds: NH Portfolio 2027 0.93% 72% 13.31% 7.39% 9.90% N/A
NH Portfolio 2027 Fidelity Index 0.13% 67% 11.25% 6.29% 9.12% N/A
Multi-Firm Fund: Portfolio 2024 1.06% 61% 10.95% 6.07% 7.98% N/A
Multi-Firm Fund: Portfolio 2021 1.01% 50% 8.65% 5.19% 6.67% N/A
Multi-Firm Fund: Portfolio 2018 0.95% 39% 6.11% 4.19% 5.22% N/A
Multi-Firm Fund: Portfolio 2030 1.15% 86% 15.60% 7.52% 9.97% N/A
Multi-Firm Fund: Portfolio 2027 1.11% 73% 13.28% 6.81% 9.13% N/A
Multi-Firm Fund: College Portfolio 0.91% 26% 5.12% 3.54% 3.40% N/A
Fidelity Funds: NH Portfolio 2033 1.03% 97% 18.24% 8.97% N/A N/A
Multi-Firm Fund: Portfolio 2033 1.20% 98% 18.04% 8.20% N/A N/A
NH Portfolio 2033 Fidelity Index 0.13% 93% 16.16% 7.79% N/A N/A
Multi-Firm Fund: Portfolio 2036 1.20% 98.23% N/A N/A N/A N/A
NH Portfolio 2036 Fidelity Index 0.13% 93.6% N/A N/A N/A N/A
Fidelity Funds: NH Portfolio 2036 1.04% 98.46% N/A N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Fidelity Funds: Aggressive Growth 1.03% 99% 19.48% 9.40% 12.09% 4.98%
Fidelity Funds: Moderate Growth 0.93% 70% 13.96% 7.56% 9.37% 5.24%
Fidelity Funds: Conservative 0.56% 1% 0.65% 1.50% 1.16% 2.39%
Aggressive Growth Portfolio Fidelity Index 0.12% 99% 18.50% 8.56% 11.72% 5.47%
Moderate Growth Portfolio Fidelity Index 0.13% 67% 12.49% 6.70% 8.75% 5.62%
Conservative Portfolio Fidelity Index 0.21% 0% 0.23% 1.26% 0.88% 2.42%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
NH Money Market 0.57% 0% 0.28% 0.09% 0.06% 0.43%
NH Inter Treas Index 0.18% 0% -2.35% 2.37% 1.10% 4.37%
NH International Index 0.14% 100% 18.95% 5.06% 8.33% 1.23%
NH Fidelity 500 Index 0.11% 100% 18.51% 10.66% 14.04% 7.18%
NH Ttl Mkt Index 0.11% 100% 18.58% 10.59% 14.00% 7.40%
NH Bank Deposit Portfolio 0.50% 0% 0.50% 0.26% 0.20% N/A

Data as of 09/30/2017.

Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

 

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