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UFund College Investing Plan Performance
1 Portfolio has not been in existence long enough to provide performance. 2 Life of Portfolio data will be available after one full year of existence. 3 Expense Ratio is the total annual portfolio operating expense ratio from the portfolio's most recent Fact Kit. The total annual operating expense ration includes a program administration fee of .15% for index portfolios and .20% for actively managed portfolios. This ratio may be higher or lower depending on the allocation of the portfolio's assets among the underlying Fidelity funds and the actual expenses of the underlying Fidelity funds. Average annual total returns include changes in unit price, reinvestment of dividends and capital gains, and the deduction of all applicable portfolio and mutual fund expenses. See the underlying funds and portfolio allocations (PDF). An investment in the Money Market Portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. It is possible to lose money by investing in the Portfolio. Requires Adobe ® Reader. Please carefully consider each Plan's investment objectives, risks, charges and expenses before investing. For this and other information on any 529 College Savings Plan managed by Fidelity, call or write to Fidelity for a free Fact Kit, or view 529 Fact Kit online. Read it carefully before you invest or send money. |