Fidelity Dividend Growth Portfolio (FDGPX)
| 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 | 67.96 |
| YTD Return | 14.98% |
| 1-Year Return | 29.68% |
| 5-Year Return | 95.13% |
| 52-Week Low | 52.63 |
| 52-Week High | 69.56 |
| Beta (5Y) | 0.93 |
| Holdings | n/a |
| Inception Date | n/a |
About FDGPX
Fidelity Advisor 529 Dividend Growth Portfolio Class P is a mutual fund portfolio designed to support college savings through a 529 plan structure. Its primary objective is to achieve long-term capital appreciation by investing mainly in companies that pay dividends or are considered by the fund’s manager to have the potential for future dividend payments. This portfolio employs a diversified approach, investing in both domestic and foreign equities across various sectors, and balances exposure between 'growth' and 'value' stocks. This strategy aims to provide a blend of income potential and growth by targeting companies with strong dividend histories or robust prospects for dividend initiation. The fund forms a core part of many education savings plans and is used by investors seeking a disciplined, professionally managed exposure to dividend-focused equities within a tax-advantaged 529 account framework. Its holdings typically span multiple industries, contributing to balanced market participation and relative resilience across different economic cycles. The portfolio plays a significant role in helping families save for higher education expenses while aiming to benefit from the long-term performance characteristics of dividend growth investing.
Performance
FDGPX had a total return of 29.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.94%.