UNIQUE College Investing Plan

Fee Score

Performance

This is a Top 10 Plan
This is a Top 10 Plan
enroll now
44,099 Clicked to Enroll

UNIQUE College Investing Plan

This is a Top 10 Plan
enroll now
44,099 Clicked to Enroll

New Hampshire's UNIQUE College Investing Plan is Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Connecticut, Delaware and Massachusetts. 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 11 static options, and one option that invests in an interest-bearing deposit account.

Fee Score

4.5 / 5

Performance

3.5 / 5
  • Program type
    Savings
  • Inception
    1998
  • State agency
    State Treasurer
  • Tax deduction
  • Program Manager
    Fidelity Investments
  • Program distributor
    Fidelity Brokerage Services, LLC

Investment Options

Investors in UNIQUE College Investing Plan 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
Fidelity Blend: Portfolio 20210.41%18.81%8.56%N/A
Fidelity Blend: Portfolio 20240.45%32.66%14.14%N/A
Fidelity Blend: Portfolio 20270.49%45.7%19.66%N/A
Fidelity Blend: Portfolio 20300.52%58.99%25.24%N/A
Fidelity Blend: Portfolio 20330.56%72.3%31.17%N/A
Fidelity Blend: Portfolio 20360.58%85.62%37.38%N/A
Fidelity Blend: College Portfolio0.4%15.34%7.54%N/A
Fidelity Blend: Portfolio 20390.6%94.81%41.89%N/A
Fidelity Funds: NH Portfolio 20390.97%94.81%43.16%N/A
NH Portfolio 2039 Fidelity Index0.14%94.94%37.82%N/A
Fidelity Funds: NH Portfolio 20240.72%32.63%14.95%106 of 120
Fidelity Funds: NH Portfolio 20210.65%18.78%9.1%52 of 120
Fidelity Funds: NH Portfolio 20300.83%58.95%26.31%86 of 92
Fidelity Funds: NH College Portfolio0.63%15.28%7.95%113 of 122
NH Portfolio 2024 Fidelity Index0.14%32.16%11.42%45 of 120
NH Portfolio 2021 Fidelity Index0.14%18.39%6.42%4 of 120
NH Portfolio 2030 Fidelity Index0.14%58.44%21.72%36 of 92
NH College Portfolio Fidelity Index0.14%14.87%5.41%80 of 122
Fidelity Funds: NH Portfolio 20270.78%45.66%20.51%60 of 92
NH Portfolio 2027 Fidelity Index0.14%45.14%16.47%3 of 92
Fidelity Funds: NH Portfolio 20330.87%72.23%32.29%30 of 35
NH Portfolio 2033 Fidelity Index0.14%71.78%27.17%5 of 35
NH Portfolio 2036 Fidelity Index0.14%85.23%32.96%7 of 55
Fidelity Funds: NH Portfolio 20360.92%85.58%38.52%40 of 55
Static Investment Optionsaccordion close icon
Individual Investment Optionsaccordion close icon
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