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Fidelity Portfolio 2034 (FBBHX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
25.13
-0.01 (-0.04%)
At close: Aug 26, 2026
Fund Assetsn/a
Expense Ratio0.04%
Min. Investmentn/a
Turnovern/a
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close25.14
YTD Return8.18%
1-Year Return13.00%
5-Year Return30.14%
52-Week Low22.13
52-Week High25.25
Beta (5Y)0.70
Holdingsn/a
Inception Daten/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.

Fund Family Fidelity
Stock Exchange NASDAQ
Ticker Symbol FBBHX

Performance

FBBHX had a total return of 13.00% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.14%.