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

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	17.48
YTD Return	4.23%
1-Year Return	19.73%
5-Year Return	n/a
52-Week Low	12.41
52-Week High	17.66
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FCJPX

CHET Advisor 529 Portfolio 2042 Class P is a college savings investment portfolio designed as part of the Connecticut Higher Education Trust (CHET) Advisor 529 Plan. This age-based portfolio is managed by Fidelity Investments and targets beneficiaries anticipating college enrollment around the year 2042. Its primary function is to help families save for future education expenses by offering a professionally managed, tax-advantaged investment vehicle. The portfolio features a dynamic asset allocation that is heavily weighted toward equities in its early years—approximately 93% equity exposure—seeking long-term growth potential with the intent to gradually shift to more conservative investments as the target enrollment date approaches. CHET Advisor 529 Portfolio 2042 Class P allows for contributions from parents, grandparents, and other supporters, with additional benefits for Connecticut residents, such as state income tax deductions on contributions. This portfolio plays a significant role within the CHET program, offering an accessible, advisor-directed pathway for long-term education planning and supporting the broader mission of increasing college affordability for Connecticut families.

• Stock Exchange: NASDAQ
• Ticker Symbol: FCJPX

Performance

FCJPX had a total return of 19.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.73%.