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

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	17.68
YTD Return	4.35%
1-Year Return	20.68%
5-Year Return	n/a
52-Week Low	12.51
52-Week High	17.92
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FCJIX

CHET Advisor 529 Portfolio 2042 Class I is a target-date college savings investment portfolio, specifically designed for use within the Connecticut Higher Education Trust (CHET) Advisor 529 College Savings Program. As an age-based portfolio, it follows a glide path strategy, initially emphasizing a growth-oriented allocation with a high proportion of equities—over 90%—to maximize capital appreciation in the early years. Over time, as the designated enrollment year (2042) approaches, the portfolio progressively shifts its asset allocation towards more conservative holdings, focusing on income and capital preservation to help manage risk as the beneficiary nears college age. Managed by Fidelity Investments, this portfolio pools underlying mutual funds, providing broad market exposure and professional diversification. Its primary function is to support long-term education savings by adjusting investment risk in line with the beneficiary’s time horizon, making it a key component for families planning ahead for future higher education expenses within a 529 tax-advantaged framework.

• Stock Exchange: NASDAQ
• Ticker Symbol: FCJIX

Performance

FCJIX had a total return of 20.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 19.29%.