AZ529, Arizona's Education Savings Plan is a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Connecticut, Delaware, Massachusetts and New Hampshire. It features three age-based options; one using Fidelity Series actively managed funds; one using Fidelity Series index funds; and a third using a combination of the two. The plan also offers 10 static options, one option that invests in an interest-bearing deposit account, and a stable value option that invests in a separately managed account that may invest in individual securities or Fidelity mutual funds and investment contracts issued by third-party insurance companies or banks.
- Program typeSavings
- Inception2005
- State agencyArizona State Board of Investment
- Tax deduction
- Program ManagerFidelity Investments
- Program distributorFidelity Brokerage Services LLC
Fidelity Funds: Portfolio 2027
Asset Allocation
| Asset Class | % Assets | Category Avg. |
|---|---|---|
| US Stock | 24% | 41.75% |
| Foreign Stock | 16.01% | 20.58% |
| Real Estate | 0% | 2.2% |
| Bond | 52.27% | 30.87% |
| Short Term Bond | 1.54% | 2.93% |
| Cash/MM | 6.17% | 1.68% |
Performance
Fees & Expenses (1 Year)
Total Expense Ratio
Fees vs Performance
Calculate your fee
Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.
Growth of $10,000
Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.
Data as of 03/31/2022.
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.
Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.
Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).
Category average
Category averages are designed to be a representation of all portfolios with a similar age and risk profile (represented as a % of equity).