CHET Advisor 529 College Savings Program

The Connecticut Higher Education Trust (CHET) Advisor Plan is managed by Fidelity Investments. Fidelity offers the CHET Advisor 529 Plan through brokers, utilizing Fidelity Series funds in its age-based and static portfolio options, and Fidelity Advisor funds in its individual fund portfolio options. To find a financial advisor in your area, use the Directory of Financial Professionals.

Fee Score

3.5 / 5

Performance

N/A
  • Program type
    Savings
  • Inception
    2010, substantially changed in 2021
  • State agency
    Connecticut State Treasurer
  • Tax deduction
  • Program Manager
    Fidelity Investments
  • Program distributor
    Fidelity Investments Institutional Services Company, Inc

Investment Options

Investors in CHET Advisor 529 College Savings Program can select from the following investment options. Click on a portfolio name for more information.

Age Based Investment Optionsaccordion open icon

Sometimes referred to as the enrollment-based option, this is an investment approach where your asset allocation is programmed to change over time. Accounts for young beneficiaries are invested aggressively and accounts for beneficiaries with college right around the corner are invested much more conservatively. In some 529 plans, the age-based option operates by automatically transferring your investment from one static portfolio to another at certain points in time. Others utilize lifecycle funds or employ lifecycle-type tactics within the portfolio containing your investment so that it is not necessary to transfer your investment between portfolios.

PortfolioE.R.% Equity1YR PerformanceRank
CHET Advisor Age-Based Portfolio 0-31.04%100%12.08%13 of 17
CHET Advisor Age-Based Portfolio 4-61.02%83%12.26%13 of 27
CHET Advisor Age-Based Portfolio 7-91%71%12.34%9 of 20
CHET Advisor Age-Based Portfolio 10-110.97%61%11.79%14 of 18
CHET Advisor Age-Based Portfolio 12-130.95%49.5%11.04%35 of 38
CHET Advisor Age-Based Portfolio 160.8%30%7.21%20 of 31
CHET Advisor Age-Based Portfolio 170.77%19%6.19%12 of 36
CT 529 Portfolio 20391.22%94.82%N/AN/A
CT 529 Portfolio 20371.2%90.33%N/AN/A
CT 529 Portfolio 20341.16%76.6%N/AN/A
CT 529 Portfolio 20311.12%63.33%N/AN/A
CT 529 Portfolio 20281.07%49.57%N/AN/A
CT 529 Portfolio 20251.03%36.9%N/AN/A
CT 529 Portfolio 20220.97%23.26%N/AN/A
CT 529 College Portfolio1.2%14.93%N/AN/A
CHET Advisor Age-Based Portfolio 14-150.93%42%10.61%23 of 38
CHET Advisor Age-Based Portfolio 18+0.74%10%4.85%24 of 33
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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