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UNIQUE College Investing Plan

New Hampshire's UNIQUE College Investing Plan is Fidelity-managed 529 plan follows the same approach as other Fidelity plans in Arizona, Delaware and Massachusetts. It features three age-based options; one using Fidelity mutual funds, one using Fidelity index mutual funds, and a third multi-firm option with portfolios that invest in funds offered by several different companies. The plan also offers 11 static options, and one option that invests in an interest-bearing deposit account.

Our Ratingx

4 of 5

Fee Scorex

4 of 5

Performancex

2.5 of 5
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  • Program typeSavings
  • Inception1998
  • State agency
    State Treasurer
  • Tax deduction
  • Program Manager
    Fidelity Investments
  • Program distributor
    Fidelity Brokerage Services, LLC
  • Manager contract termUNLOCK PRO
Plan Details
Investment Options
Back to full list of investment options

NH Bank Deposit Portfolio


Jump To: Asset Allocation | Performance | Fees & Expenses | Growth of $10,000Print

Asset Allocation

Asset Class% AssetsCategory Avg.
US Stockx0%0%
Foreign Stockx0%0%
Real Estatex0%0%
Bondx0%0%
Short Term Bondx0%0%
Cash/MMx100%100%


Performance
Category Avg
This Portfolio



Fees & Expenses (1 Year)
Category Avg
This Portfolio

Total Expense Ratiox

Fees vs Performance



Calculate your fee

Each investment portfolio within a 529 plan carries with it a certain fee, known as the expense ratio. These annual fees are calculated based on a percentage of the investment balance. Enter the information below to see how much in fees you will pay over the course of your investment.


$0

Rate of return
Holding period


Growth of $10,000
Category Avg
This Portfolio



Assumptions
Data in "Growth of $10,000" is based on historical annual performance data.

Data as of 12/31/2018.

Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Each portfolio is assigned to a category of similar portfolios for comparison purposes. Read about our methodology for categorizing portfolios.


Category average

Category averages are designed to be a representation of all portfolios with a similar risk profile (represented as a % of equity).