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	79.48
YTD Return	20.02%
1-Year Return	29.34%
5-Year Return	103.43%
52-Week Low	60.93
52-Week High	80.23
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.

• Fund Family: Fidelity
• Stock Exchange: NASDAQ
• Ticker Symbol: FDGAX

Performance

FDGAX had a total return of 29.34% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.79%.

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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