Fidelity Portfolio 2034 (FBBHX)
| 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 | 23.99 |
| YTD Return | -0.33% |
| 1-Year Return | 10.91% |
| 5-Year Return | 26.06% |
| 52-Week Low | 19.59 |
| 52-Week High | 24.94 |
| Beta (5Y) | 0.71 |
| Holdings | n/a |
| Inception Date | n/a |
About FBBHX
Fidelity Advisor 529 Portfolio 2034 Class A is an age-based investment portfolio within the Fidelity Advisor 529 Plan, designed specifically to help families save for future college expenses. This portfolio targets beneficiaries projected to attend college around the year 2034, automatically adjusting its asset allocation as the target date approaches. In its current configuration, the portfolio features a diversified mix of approximately 34% U.S. equities, 23% foreign equities, and 43% bonds, with no significant allocations to real estate, cash, or short-term bonds. The portfolio aims to balance risk and growth by maintaining a higher exposure to equities during the beneficiary's early years and gradually shifting to a more conservative, bond-oriented allocation as the college entry date nears. Managed by Fidelity Investments, this age-based strategy seeks to align the portfolio's risk profile with the educational time horizon, offering investors a simplified approach to long-term college savings through a tax-advantaged structure. The total expense ratio for this Class A share is around 1.03%, reflecting the management and administrative costs associated with the fund.
Performance
FBBHX had a total return of 10.91% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.08%.