Connecticut Higher Education Plan Trust - Portfolio 2042 Fund (FCJAX)

Fund Assets	n/a
Expense Ratio	n/a
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	18.23
YTD Return	4.35%
1-Year Return	20.41%
5-Year Return	n/a
52-Week Low	12.88
52-Week High	18.40
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FCJAX

CHET Advisor 529 Portfolio 2042 Class A is a college savings mutual fund structured within the Connecticut Higher Education Trust (CHET) Advisor 529 Plan. Designed primarily to help families save for future education expenses, this portfolio follows an age-based investment approach, gradually shifting its asset allocation to reduce risk as the target enrollment year of 2042 nears. As of its recent composition, the portfolio allocates a substantial portion to U.S. stocks (approximately 56%), complemented by considerable exposure to foreign equities (around 37%) and a smaller allocation to bonds (about 7%). This mix aims to support long-term capital appreciation during the early saving years and transition to more stable, income-oriented investments as the beneficiary approaches college age. Managed by Fidelity Investments, the fund offers professional management and diversification, operating under the oversight of the Connecticut State Treasurer. It serves as a key tool for tax-advantaged college savings, supporting families and students in planning future educational costs while adhering to 529 plan guidelines and benefits.

• Stock Exchange: NASDAQ
• Ticker Symbol: FCJAX

Performance

FCJAX had a total return of 20.41% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.97%.