Fidelity Advisor 529 College Portfolio Class C is an age-based college savings portfolio within a 529 plan structure, designed for the period when a beneficiary is near or entering higher education. Its stated objective is capital appreciation with reasonable safety of principal, reflecting a more balanced, risk-managed allocation appropriate for college-time spending needs. As part of the advisor-sold Fidelity Advisor 529 Plan, the portfolio is offered in Class C units, which may carry a contingent deferred sales charge if redeemed within the first 12 months and include ongoing distribution and unitholder fees specific to this share class. Units are treated as municipal securities and are subject to market volatility. The broader Fidelity Advisor 529 Plan is sponsored by the State of New Hampshire and provides access to Fidelity’s portfolio management and research platform, with potential tax advantages applicable to 529 plans under federal and certain state rules. This portfolio plays a role in glide-path based education savings, helping transition from growth-oriented assets toward more preservation-focused exposure as college approaches.
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