Fidelity Equity Growth Portfolio (FEGDX)
| 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 | 103.41 |
| YTD Return | -1.10% |
| 1-Year Return | 8.77% |
| 5-Year Return | 65.31% |
| 52-Week Low | 74.72 |
| 52-Week High | 109.02 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FEGDX
Fidelity Advisor 529 Equity Growth Portfolio Class D is a mutual fund designed primarily for college savings plans, focusing on long-term capital growth through investment in growth-oriented stocks. The portfolio invests exclusively in U.S. equities that the fund manager believes have above-average growth potential, aligning with the investment objective of capital appreciation. As part of Fidelity's 529 plan offerings, this portfolio is tailored to investors seeking equity exposure within a tax-advantaged education savings framework. It operates within the broader context of 529 educational savings plans, which utilize a mix of Fidelity Series and Fidelity Advisor funds to build diversified age-based or static portfolios. The fund benchmarks its performance against growth-focused indexes, such as the Russell 3000 Growth Index, to gauge its success in capturing growth stock returns. This portfolio plays a significant role in the financial market by providing an accessible vehicle for education savings investors who aim to benefit from equity market growth over the long term while maintaining a focus on growth stocks.
Performance
FEGDX had a total return of 8.77% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.13%.