Fidelity Equity Growth Portfolio (FEGCX)
| 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 | 91.84 |
| YTD Return | -1.17% |
| 1-Year Return | 8.23% |
| 5-Year Return | 61.23% |
| 52-Week Low | 66.64 |
| 52-Week High | 96.97 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FEGCX
Fidelity Advisor 529 Equity Growth Portfolio Class C is a mutual fund designed to help investors save for future education expenses through a 529 plan structure. The fund primarily invests in equity securities, with a focus on long-term capital growth by allocating assets across a diverse mix of growth-oriented stocks. It actively targets companies with above-average earnings growth potential, spanning various sectors and industries. Managed by Fidelity, the portfolio aims to balance risk and return for individuals seeking a growth-focused strategy within their education savings plan. The Class C share structure features a net expense ratio of approximately 1.88% as of early 2025, and may include annual unit-holder fees and contingent deferred sales charges for shares redeemed within the first year. With net assets of roughly $10.87 million, this portfolio plays a critical role in supporting college savers seeking equity-driven growth, leveraging professional management and broad market exposure to pursue education funding goals over the long term.
Performance
FEGCX had a total return of 8.23% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.55%.