Fidelity Dividend Growth Portfolio (FDGAX)
| Fund Assets | n/a |
| Expense Ratio | 0.04% |
| 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 | 70.20 |
| YTD Return | 2.30% |
| 1-Year Return | 19.73% |
| 5-Year Return | 94.08% |
| 52-Week Low | 47.40 |
| 52-Week High | 73.64 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FDGAX
Fidelity Advisor 529 Dividend Growth Portfolio Class A is a mutual fund tailored to serve as an investment vehicle within 529 college savings plans. Its primary goal is to provide capital appreciation by investing predominantly in equity securities of companies that pay dividends or demonstrate the potential for future dividend payments. The fund emphasizes dividend growth as a strategy, aiming to select companies with strong fundamentals and a consistent track record, or the potential, for increasing dividend distributions over time. Sector allocation spans diverse industries, with significant holdings typically found in technology, communication services, industrials, and financial services. The portfolio is actively managed, seeking to capitalize on dividend growth opportunities across market cycles. By focusing on dividend-paying equities, the fund serves a dual role: targeting long-term asset growth while appealing to investors prioritizing income stability and participation in the equities market as part of an education savings strategy.
Performance
FDGAX had a total return of 19.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.39%.