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General Information

Connecticut Higher Education Trust (CHET)
Connecticut Higher Education Trust (CHET), a Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, 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 plans also offer 11 static options, and one option that invests in an interest-bearing deposit account. Prior to February 2021, the plan was managed by TIAA-CREF.
Our RatingixAn excellent program with many benefits for the participant and positive investment attributes. If it has any significant weaknesses then it also has some particularly good things to recommend it.Close
An excellent program with many benefits for the participant and positive investment attributes. If it has any significant weaknesses then it also has some particularly good things to recommend it.
Close
4 of 5
Fee ScoreixThe fee score is derived from the analysis of costs done as part of Savingforcollege.com's 5-Cap Rating. This analysis compares total average asset-based expenses of the plan to other 529 savings plans. See the methodology for more information.Close
The fee score is derived from the analysis of costs done as part of Savingforcollege.com's 5-Cap Rating. This analysis compares total average asset-based expenses of the plan to other 529 savings plans. See the methodology for more information.
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5 of 5
PerformanceixThe performance score is derived from the analysis of performance as part of Savingforcollege.com’s 5-Cap Rating. See the methodology for more information.Close
The performance score is derived from the analysis of performance as part of Savingforcollege.com’s 5-Cap Rating. See the methodology for more information.
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2.5 of 5
- Program typeSavings
- Inception1997, substantially changed in 2021
- State agencyConnecticut State Treasurer
- Tax deduction
- Program ManagerFidelity Investments
- Program distributorFidelity Brokerage Services, LLC
Investors in Connecticut Higher Education Trust (CHET) can select from the following investment options. Click on a portfolio name for more information.
Use the form below to filter through the investment options in this plan
Child age
Max Expense Ratio:2.5%
0
Age Based Investment Options
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.
Portfolio | E.R.ix Expense Ratio Close | % Equity | 1YR Performance | Rank |
---|---|---|---|---|
Fidelity Blend: College Portfolio | 0.4% | 15.01% | N/A | N/A |
Fidelity Blend: Portfolio 2021 | 0.41% | 18.42% | N/A | N/A |
Fidelity Blend: Portfolio 2024 | 0.45% | 32.28% | N/A | N/A |
Fidelity Blend: Portfolio 2027 | 0.49% | 45.27% | N/A | N/A |
Fidelity Blend: Portfolio 2030 | 0.52% | 58.57% | N/A | N/A |
Fidelity Blend: Portfolio 2033 | 0.56% | 71.91% | N/A | N/A |
Fidelity Blend: Portfolio 2036 | 0.58% | 85.28% | N/A | N/A |
Fidelity Blend: Portfolio 2039 | 0.6% | 95.01% | N/A | N/A |
Fidelity Funds: College Portfolio | 0.63% | 15.27% | N/A | N/A |
Fidelity Funds: Portfolio 2021 | 0.65% | 18.77% | N/A | N/A |
Fidelity Funds: Portfolio 2024 | 0.72% | 32.59% | N/A | N/A |
Fidelity Funds: Portfolio 2027 | 0.78% | 45.61% | N/A | N/A |
Fidelity Funds: Portfolio 2030 | 0.83% | 58.93% | N/A | N/A |
Fidelity Funds: Portfolio 2033 | 0.87% | 72.21% | N/A | N/A |
Fidelity Funds: Portfolio 2036 | 0.92% | 85.59% | N/A | N/A |
Fidelity Funds: Portfolio 2039 | 0.97% | 94.81% | N/A | N/A |
Fidelity Index Fund: College Portfolio | 0.14% | 14.86% | N/A | N/A |
Fidelity Index Fund: Portfolio 2021 | 0.14% | 18.37% | N/A | N/A |
Fidelity Index Fund: Portfolio 2024 | 0.14% | 32.14% | N/A | N/A |
Fidelity Index Fund: Portfolio 2027 | 0.14% | 45.11% | N/A | N/A |
Fidelity Index Fund: Portfolio 2030 | 0.14% | 58.4% | N/A | N/A |
Fidelity Index Fund: Portfolio 2033 | 0.14% | 71.75% | N/A | N/A |
Fidelity Index Fund: Portfolio 2036 | 0.14% | 85.21% | N/A | N/A |
Fidelity Index Fund: Portfolio 2039 | 0.14% | 94.95% | N/A | N/A |
Static Investment Options
This refers to an investment option that is not programmed to change over time. The individual fund portfolio and multi-fund portfolio described below are static options. So are many portfolios that do not use mutual funds, such as stable-value options, guaranteed options, CD options, etc.
Portfolio | E.R.ix Expense Ratio Close | % Equity | 1YR Performance | Rank |
---|---|---|---|---|
Fidelity Funds: Aggressive Growth | 0.99% | 98.69% | N/A | N/A |
Fidelity Funds: Conservative | 0.5% | 0.49% | N/A | N/A |
Fidelity Funds: Moderate Growth | 0.87% | 69.3% | N/A | N/A |
Fidelity Index Fund: Aggressive Growth | 0.13% | 100% | N/A | N/A |
Fidelity Index Fund: Conservative | 0.13% | 0% | N/A | N/A |
Fidelity Index Fund: Moderate Growth | 0.13% | 69.82% | N/A | N/A |
Individual Investment Options
Sometimes called a single-fund option, this is a portfolio invested in a single mutual fund. Often the name of the 529 portfolio is very similar to the name of the underlying mutual fund. A large number of broker-sold 529s offer an extensive line-up of individual fund options, while a smaller number of direct-sold 529s offer them.
Portfolio | E.R.ix Expense Ratio Close | % Equity | 1YR Performance | Rank |
---|---|---|---|---|
Bank Deposit Portfolio | 0.5% | 0% | N/A | N/A |
Fidelity 500 Index Portfolio | 0.11% | 100% | N/A | N/A |
Inter Treas Index | 0.12% | 0% | N/A | N/A |
International Index | 0.15% | 100% | N/A | N/A |
Money Market | 0.58% | 0% | N/A | N/A |
Ttl Mkt Index | 0.11% | 100% | N/A | N/A |
U.S. Sustainability Index Portfolio | 0.2% | 100% | N/A | N/A |
Use the form below to filter through the investment options in this plan
Child age
Max Expense Ratio:2.5%
0