Fidelity Mid Cap Portfolio (FBBEX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

81.20

+0.20 (0.25%)

At close: Aug 27, 2026

25.97% (1Y)

Fund Assets	n/a
Expense Ratio	0.04%
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	81.00
YTD Return	21.72%
1-Year Return	25.97%
5-Year Return	56.27%
52-Week Low	62.54
52-Week High	83.01
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FBBEX

Fidelity Advisor 529 Stock Selector Mid Cap Portfolio Class A is a mutual fund designed as part of a 529 college savings plan, primarily targeting tax-advantaged education savings. The portfolio focuses on investing in mid-capitalization U.S. equities, aiming to benefit from the growth potential of medium-sized companies. Managed with a diversified approach, the fund selects stocks across various sectors, providing broad exposure to the mid-cap market segment. This asset class can offer a balance of growth and stability, as mid-cap companies often possess established business models while still retaining potential for expansion. The fund is structured for investors seeking to build assets for future educational expenses, using the performance of mid-cap stocks as a growth engine within a 529 plan. It features a combination of actively managed stock selection strategies and risk controls specific to mid-cap equities. The expense ratio for this share class is around 1.14% net as of early 2025, and the fund maintains a diversified portfolio with net assets of approximately $70 million. Its role in the broader financial market is to serve as a dedicated vehicle for education savers who wish to access professionally managed mid-cap equity exposure within the framework of a 529 investment plan.

Fund Family Fidelity

Stock Exchange NASDAQ

Ticker Symbol FBBEX

Performance

FBBEX had a total return of 25.97% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.50%.