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NH Fidelity Advisor 529 |
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State Provider: New Hampshire; Net Assets ($mil):
$2,501.0 as of
10-31-09 |
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New Hampshire's advisor-sold College Investing Plan lacks appeal. The Fidelity-managed plan doesn't offer state tax breaks on contributions and fails to grant access to some of Fidelity's top funds. Its limited exposure to value-oriented and small-cap offerings also impedes portfolio diversification. The age-based fund's fees range from 1.05% to 1.30% and the static allocation funds' fees range from 0.94% to 1.54% (for A-shares). These levies are reasonable for an advisor-sold plan, but investors needn't settle. We recommend looking at some of our direct-sold favorites, including Ohio’s direct sold CollegeAdvantage plan, or, for the index lovers, Utah's Educational Savings Plan Trust instead. Those seeking an advisor-sold plan should consider Virginia's CollegeAmerica.(Information as of 03/23/2009) |
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| Availability: Sales Channel |
Resident: Broker
Non-Resident: Broker
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| Annual State Tax Deduction |
| Max Investment/Beneficiary |
| Mos. to Qualified Withdrawal |
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Public, Private & International
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| A, B, C, D, Old A, Old B, P |
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Age-Based Portfolios
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| Static Portfolios and Self-Directed Funds |
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| US Stock
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Bond |
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| Total International Funds: 111 |
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| Underlying Funds’ Ratings |
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| Overall Morningstar Rating |
# Equity
Funds |
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# Bond
Funds |
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| Ratings as of
10-31-09 |
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| Range |
0.3 |
| 529 Plan Avg |
0.8 |
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| Portfolio Expense Ratio Range |
| Fee to Change Beneficiary |
| Share Classes: Sales Charge |
| A:
3.75 – 5.75% (front-load) |
| B:
3 – 5% (deferred-load) |
| C:
1% (deferred-load) |
| Old A:
3.5% (front-load) |
| Old B:
2.5% (deferred-load) |
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| Initial Purchase |
$1,000 |
$1,000 |
| Additional Purchase |
50 |
50 |
| Initial (AIP) |
50 |
50 |
| Additional (AIP) |
50 |
50 |
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