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

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	17.19
YTD Return	4.25%
1-Year Return	19.46%
5-Year Return	n/a
52-Week Low	12.23
52-Week High	17.36
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FCJCX

CHET Advisor 529 Portfolio 2042 Class C is a multi-asset mutual fund designed specifically as part of a 529 college savings program. Its primary function is to help families and individuals save for future higher education expenses through a professionally managed, age-based portfolio. The "2042" designation targets beneficiaries expecting to begin college around the year 2042, using a glide path approach that emphasizes growth-oriented assets in the early years and gradually becomes more conservative as the target date nears. The portfolio primarily invests in a diversified mix of Fidelity mutual funds, with a significant allocation to equities—over 90% as of recent data—balancing the potential for long-term capital appreciation with prudent risk management as the college entry date approaches. Managed by Fidelity Investments, this portfolio is part of the Connecticut Higher Education Trust (CHET) Advisor 529 College Savings Program, offering features tailored to long-term education funding goals. Class C shares are structured with an annual asset-based fee, providing access to professional management and systematic investment strategies within a tax-advantaged account framework.

• Stock Exchange: NASDAQ
• Ticker Symbol: FCJCX

Performance

FCJCX had a total return of 19.46% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.09%.