Fidelity Moderate Growth Portfolio (FBBBX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

44.80

-0.29 (-0.64%)

At close: Oct 16, 2026

Fund Assets	n/a
Expense Ratio	0.038%
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	45.09
YTD Return	6.78%
1-Year Return	9.34%
5-Year Return	34.03%
52-Week Low	40.27
52-Week High	46.57
Beta (5Y)	0.73
Holdings	n/a
Inception Date	n/a

About FBBBX

Fidelity Advisor 529 Moderate Growth Portfolio Class P is a professionally managed investment portfolio designed specifically for the purpose of funding future college expenses through a 529 savings plan. The portfolio adopts a moderate growth strategy by allocating assets across multiple categories, including approximately 42% in U.S. equities, 28% in international equities, and 30% in bonds, providing a balanced blend of growth potential and risk management suitable for long-term education savings. Managed under the oversight of Fidelity Investments, it integrates a mix of both domestic and foreign stocks alongside fixed income securities, aiming for steady capital appreciation while mitigating downside risk compared to more aggressively allocated portfolios. As part of the state-sponsored Fidelity Advisor 529 Plan, the portfolio plays a central role in helping families achieve college funding goals, offering a diversified, age-based, or static investment approach tailored to individual circumstances. Its composition makes it particularly significant within the education savings sector, delivering a blend of growth and stability aligned with moderate risk tolerances for investors seeking to prepare for higher education costs.

Fund Family Fidelity

Stock Exchange Nasdaq

Ticker Symbol FBBBX

Performance

FBBBX had a total return of 9.34% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.35%.