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Please see your 529 Fact Kit for more details. Bank Deposit Portfolio is not an eligible investment selection for Trust Account Registrations. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Important legal information about the email you will be sending.

exceptions) that the fund would pay; the respective contract {{managerTenureInfo.averageFidelityTenure | checkTenureValueInYears}}, {{managerTenureInfo.averageFundTenure | checkTenureValueInYears}}, {{averageAnnualTotalReturns.lifeReturn | naCheckPlus:2}}, {{cumlReturnsData.lifeReturn | naCheckPlus:2}}, {{dailyYields.daily.distributions.oneDayYield | naCheckPercent:2}}, vs. {{ fundDetails.risk.indexShortName | naCheck }}, {{ fundDetails.risk.indexShortName | naCheck }}, {{managerTenureInfo.averageFidelityTenure | checkTenureValueInYears}} Year, {{managerTenureInfo.averageFundTenure | checkTenureValueInYears}} Year, at {{price.strikeTime | convertTimeAMPM}}, As of {{fundDetails.priceStatistics.fundPriceStatsDate}}, {{indexReturnOneValue.oneYearReturn | naCheckZeroOrPlus:2 }}, {{indexReturnOneValue.threeYearReturn | naCheckZeroOrPlus:2 }}, {{indexReturnOneValue.fiveYearReturn | naCheckZeroOrPlus:2 }}, {{indexReturnOneValue.tenYearReturn | naCheckZeroOrPlus:2 }}, 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| expires on {{fundDetails.overview.expenseCapExpDate | By using or logging on to this website, you consent to the use of cookies as described in Fidelity’s Privacy Policy. To see a list of mutual funds in each portfolio, visit the plan performance page for your 529 plan. FTSE Unveils Diversification Index Series, Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals, Gen X Facing the Stark Reality of Retirement, A New World and New Opportunities for Alpha, IRS Announces Contribution and Benefit Limits for 2021, Part Art, Part Science: Managed Account Due Diligence, Fear of Retirement Spending Worsened by Pandemic, Princeton ERISA Settlement Features $5.8M Price Tag, Endowments and Foundations Also Carry Unrealistic Return Expectations, Older Americans in Urgent Need of Retirement Income Education. Can I pick the investments for my account. It is a violation of law in some jurisdictions to falsely identify yourself in an email. Have your client read it carefully. naCheckPrecision:2}}, {{ riskPeriod.indexRiskPeriod.sharpeRatio | naCheckPrecision:2 riskPeriod.informationRatio | naCheckPrecision:2}}, {{ riskPeriod.r2 Your options include a variety of portfolios that hold a combination of mutual funds. | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}} Download Data. Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. {{ fundDetails.overview.portfolioInceptionDate | naCheck}}. | Period: {{featureValue.featureValue}} Days Fidelity has apparently recently added a Bank Deposit Portfolio option to their 529 plans, effective 9/16/2010. Portfolio unit price and value will vary, and you may have a gain or loss when you redeem your units. 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