Fidelity Equity Income Portfolio (FEIZX)
| 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 | 55.06 |
| YTD Return | 3.51% |
| 1-Year Return | 14.07% |
| 5-Year Return | 69.03% |
| 52-Week Low | 43.27 |
| 52-Week High | 57.14 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FEIZX
Fidelity Advisor 529 Equity Income Portfolio Class A is a mutual fund designed to serve as a dedicated investment option within 529 college savings plans. Its primary objective is to provide a yield from dividend and interest income that surpasses the composite dividend yield of the S&P 500 Index, making it an income-focused strategy within the broader equity universe. The fund invests primarily in dividend-paying stocks and other income-generating securities, offering participants exposure to established companies with consistent payout histories. This approach seeks to balance income generation with the growth potential typically associated with equities. As a component of a 529 plan, this portfolio plays a vital role in helping families prepare for future education expenses by aligning long-term investment growth with potential income distributions. By focusing on equity income, the fund targets investors who prefer a blend of stability and capital appreciation over time. Managed by Fidelity, a leader in the financial services industry, this asset contributes to a diversified selection of investment options tailored for education savings goals.
Performance
FEIZX had a total return of 14.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.22%.