Fidelity Equity Income Portfolio (FEIPX)
| 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 | 50.55 |
| YTD Return | 11.18% |
| 1-Year Return | 18.37% |
| 5-Year Return | 59.25% |
| 52-Week Low | 41.80 |
| 52-Week High | 51.14 |
| Beta (5Y) | 0.67 |
| Holdings | n/a |
| Inception Date | n/a |
About FEIPX
Fidelity Advisor 529 Equity Income Portfolio – Class P is an equity-focused mutual fund designed to support education savings within 529 college savings plans. The fund's primary objective is to generate a level of yield—derived from dividend and interest income—that exceeds the average yield of the S&P 500 Index. Its strategy centers on investing in value stocks of large-cap companies, prioritizing those with established histories of stable earnings and consistent dividend payments. By emphasizing income generation, this portfolio aims to provide investors with a reliable stream of distributions while maintaining equity market exposure. As part of the broader Fidelity Advisor 529 suite, this portfolio plays a critical role in helping families plan for future education expenses by blending growth potential with a focus on income, catering particularly to investors seeking a more income-oriented approach to college savings within the context of the equities market.
Performance
FEIPX had a total return of 18.37% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.22%.