A Fidelity Arizona College Savings Plan Account is opened on behalf of a designated beneficiary.
The plan offers federal income and Arizona state income tax-free treatment for qualified withdrawals. A qualified withdrawal is one that is used to pay for qualified higher education expenses, including tuition, books, etc. at most accredited two- and four-year colleges and universities and vocational-technical schools nationwide, and eligible foreign institutions.
You can open an account with as little as $15, if you establish an automatic investment plan with $15 a month (or $45 a quarter).
| Fidelity Arizona College Savings Plan at a Glance | |
| Minimum Initial Investment | $50 |
| Minimum Initial Investment with Automatic Investments | $15 (with Automatic Investments of at least $15/month or $45/quarter) |
| Combined Account Maximum | $340,000 |
| Annual Account Maintenance Fee | No Fee |
| Fees: Actively-Managed Portfolios | 0.70 - 1.09% |
| Fees: Index Portfolios | 0.50% |
| Annual Report | View Annual Report (PDF) |
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What are my investment options?
The Fidelity Arizona plan offers a variety of investment options, including:
Two Age-Based Investment Options
- Choose from Age-Based Portfolios that invest in Actively Managed Mutual Funds or those that invest in Index Mutual Funds
- For both Age-Based Investment Options, the investment mix becomes more conservative as your child nears college age
Six Static Portfolios
- Choose Static Portfolios that invest in Actively Managed Mutual Funds or those that invest in Index Mutual Funds
- The Static Portfolios maintain static allocations, and include the 100% and 70% Equity and Conservative Portfolios
Individual Fund Portfolios
- Choose among Portfolios that invest in a single mutual fund, and are designed with specific investment styles in mind. The Individual Fund Portfolios invest in Index Mutual Funds and a Money Market Mutual Fund
The Fidelity Arizona College Savings Plan is not insured by the State of Arizona or Fidelity Investments and neither the principal deposited nor the investment return is guaranteed by the State of Arizona or Fidelity Investments.
Periodic investment plans do not guarantee a profit or protect against a loss in a declining market.
If you or the designated beneficiary are not a resident of the state of Arizona, you may want to consider, before investing, whether your or the beneficiary's home state offers its residents a plan with alternate state tax advantages or other benefits.
Units of the Portfolios are municipal securities and may be subject to market volatility and fluctuation.
PDFs require 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.
