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General Information
Fidelity Advisor 529 Plan
In addition to its direct-sold 529 plans, Fidelity offers the Fidelity 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.
Our Ratingix
4 of 5
Fee Scoreix
4 of 5
Performanceix
4 of 5
- Program typeSavings
- Inception2001
- State agencyState Treasurer
- Tax deduction
- Program ManagerFidelity Investments
- Program distributorFidelity Investments Institutional Services Company, Inc.
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.
| Portfolio | E.R.ix | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| FA 529 Portfolio 2037 | 1.2% | 90.2% | 17.15% | 8 of 17 |
| FA 529 Portfolio 2039 | 1.22% | 94.78% | 18.56% | N/A |
| FA 529 Portfolio 2022 | 0.97% | 23.38% | 8.48% | 25 of 27 |
| FA 529 Portfolio 2025 | 1.03% | 37.17% | 10.78% | 33 of 38 |
| FA 529 College Portfolio | 0.92% | 15.26% | 6.91% | 32 of 36 |
| FA 529 Portfolio 2028 | 1.07% | 49.86% | 12.47% | 6 of 21 |
| FA 529 Portfolio 2031 | 1.12% | 63.51% | 14.32% | 12 of 21 |
| FA 529 Portfolio 2034 | 1.16% | 76.64% | 15.58% | 17 of 27 |
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 | % Equity | 1YR Performance | Rank |
|---|---|---|---|---|
| FA 529 Aggressive Growth Portfolio | 1.24% | 98.68% | 18.09% | 185 of 321 |
| FA 529 Moderate Growth Portfolio | 1.14% | 69.3% | 15.71% | 21 of 36 |
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.
Use the form below to filter through the investment options in this plan