YOUR GUIDE TO SAVING FOR COLLEGE

Fidelity Advisor 529 Plan

Expense Ratio

0.0%

2.7%

Investors in Fidelity Advisor 529 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
FA 529 Portfolio 2022 1.12% 52% 8.74% 5.18% 7.12% 3.41%
FA 529 Portfolio 2019 1.06% 39% 6.32% 4.19% 5.63% 3.10%
FA 529 Portfolio 2016 1.00% 26% 4.39% 3.21% 4.11% 2.71%
FA 529 Portfolio 2025 1.19% 64% 11.18% 6.03% 8.45% 3.74%
FA 529 College Portfolio 1.00% 23% 4.38% 3.12% 3.14% 3.10%
FA 529 Portfolio 2028 1.22% 77% 13.51% 6.81% 9.60% 11.87%
FA 529 Portfolio 2031 1.26% 89% 15.95% 7.53% 10.28% 11.98%
FA 529 Portfolio 2034 1.29% 98% 18.31% N/A N/A N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
FA 529 Aggressive Growth Portfolio 1.29% 95% 18.83% 8.37% 11.33% 4.70%
FA 529 Moderate Growth Portfolio 1.21% 73% 13.39% 6.76% 8.75% 4.83%

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
FA 529 Diversified International Portfolio 1.39% 100% 16.37% 6.59% 9.37% 1.58%
FA 529 Equity Growth Portfolio 1.23% 100% 25.84% 11.47% 14.75% 7.05%
FA 529 Equity Income Portfolio 1.14% 100% 13.90% 6.83% 10.69% 4.38%
FA 529 Dividend Growth Portfolio 1.21% 100% 14.72% 7.04% 11.68% 6.05%
FA 529 Stock Selector Mid Cap Portfolio 1.28% 100% 19.18% 8.76% 12.20% 4.81%
FA 529 Small Cap Portfolio 1.44% 100% 16.03% 7.76% 12.27% 7.09%
FA 529 Value Strategies Portfolio 1.13% 100% 18.07% 7.23% 11.96% 5.69%
FA 529 High Income Portfolio 1.22% 0% 7.76% 4.75% 4.94% 5.77%
FA 529 Limited Term Bond Portfolio 0.85% 0% 0.78% 1.44% 1.11% 3.22%
FA 529 Inflation-Protected Bond Portfolio 0.87% 0% -1.66% 0.75% -0.82% 2.85%
FA 529 Money Market Portfolio 0.82% 0% 0.09% 0.06% 0.03% 0.38%
FA 529 New Insights Portfolio 1.11% 100% 19.64% 10.17% 12.99% 7.29%
FA 529 Strategic Income Portfolio 1.11% 0% 5.31% 4.12% 3.63% 5.74%
FA 529 Total Bond Portfolio 0.85% 0% 1.17% 3.05% N/A N/A
FA 529 Global Strategies Portfolio 0.96% 50% 12.03% 6.09% N/A N/A
FA 529 Growth Opportunities Portfolio 1.22% 100% 24.92% 12.09% N/A N/A
FA 529 Strategic Dividend & Income Portfolio 1.22% 100% 9.16% 7.40% N/A N/A

See detailed breakdown of sales charges and expenses by portfolio here.


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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Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

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Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

 

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