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Fidelity Advisor 529 Plan

In addition to its direct-sold 529 plans, Fidelity offers Fidelity Advisor 529 Plan through brokers, utilizing Fidelity Advisor funds in its age-based, static, and individual fund portfolio options. To find a financial advisor in your area, use the Directory of Financial Professionals.

  • Program typeSavings
  • Inception2001
  • State agency
    State Treasurer
  • Tax deduction
    Tax deduction for single filers None
    Tax deduction for joint filers None
  • Program Manager
    Fidelity Investments
  • Program distributor
    Fidelity Investments Institutional Services Company, Inc.
  • Manager contract termUNLOCK PRO

Investors in Fidelity Advisor 529 Plan 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%

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.

PortfolioE.R% Equity1YR PerformanceRank
FA 529 Portfolio 20371.27%96.13%N/AN/A
FA 529 Portfolio 20221.08%42.84%3.30%24 of 32
FA 529 Portfolio 20191.03%29.53%1.78%18 of 26
FA 529 Portfolio 20251.13%55.24%4.75%14 of 20
FA 529 College Portfolio0.98%20.86%1.15%20 of 33
FA 529 Portfolio 20281.18%67.65%6.3%10 of 20
FA 529 Portfolio 20311.23%79.89%7.89%15 of 24
FA 529 Portfolio 20341.26%92.32%9.62%5 of 16

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.

PortfolioE.R% Equity1YR PerformanceRank
FA 529 Aggressive Growth Portfolio1.27%99.05%11.09%132 of 308
FA 529 Moderate Growth Portfolio1.19%70.57%7.06%11 of 34

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.

PortfolioE.R% Equity1YR PerformanceRank
FA 529 Diversified International Portfolio1.39%100%2.15%259 of 308
FA 529 Equity Growth Portfolio1.23%100%23.88%28 of 308
FA 529 Equity Income Portfolio1.14%100%7.17%263 of 308
FA 529 Dividend Growth Portfolio1.12%100%12.44%182 of 308
FA 529 Stock Selector Mid Cap Portfolio1.09%100%15%77 of 308
FA 529 Small Cap Portfolio1.50%100%7.96%202 of 308
FA 529 Value Strategies Portfolio1.06%100%5.58%224 of 308
FA 529 High Income Portfolio1.17%0%1.88%18 of 98
FA 529 Limited Term Bond Portfolio0.85%0%-0.47%19 of 24
FA 529 Inflation-Protected Bond Portfolio0.86%0%-0.3%29 of 98
FA 529 Money Market Portfolio0.82%0%0.77%23 of 26
FA 529 New Insights Portfolio1.08%100%21.09%37 of 308
FA 529 Strategic Income Portfolio1.11%0%0.45%15 of 98
FA 529 Total Bond Portfolio0.85%0%-1.06%52 of 98
FA 529 Advisor Asset Manager 60% Portfolio0.97%60%7.41%3 of 37
FA 529 Growth Opportunities Portfolio1.03%100%36.48%1 of 308
FA 529 Strategic Dividend & Income Portfolio1.21%100%7.3%251 of 308

Use the form below to filter through the investment options in this plan

Child age

Max Expense Ratio:2.5%