Fidelity Dividend Growth Portfolio (FDGDX)

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	74.85
YTD Return	19.82%
1-Year Return	29.59%
5-Year Return	99.39%
52-Week Low	57.53
52-Week High	75.56
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FDGDX

Fidelity Advisor 529 Dividend Growth Portfolio is a 529 plan investment portfolio designed to help individuals save for qualified higher education expenses. This portfolio primarily invests in companies that currently pay dividends or are believed to have the potential to do so in the future, focusing on dividend growth as a core strategy. Managed by Fidelity, the portfolio is structured to target consistent income and potential capital appreciation by emphasizing equities with strong dividend histories and growth prospects. It seeks to provide a balance between income generation and long-term growth, positioning itself as a key choice for education-focused savers who desire exposure to dividend-paying stocks. The portfolio’s expense ratios are competitive within the 529 plan space, and it is governed by investment professionals with expertise in dividend-oriented strategies. As part of the Fidelity Advisor 529 Plan lineup, this portfolio plays a significant role in offering diversified options tailored for education funding needs, with an emphasis on quality and long-term performance.

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

Performance

FDGDX had a total return of 29.59% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.51%.

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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