Fidelity Aggressive Growth Portfolio (FFCGX)
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 | 43.93 |
YTD Return | 12.59% |
1-Year Return | 12.71% |
5-Year Return | 79.67% |
52-Week Low | 34.83 |
52-Week High | 44.17 |
Beta (5Y) | n/a |
Holdings | n/a |
Inception Date | n/a |
About FFCGX
Fidelity Advisor 529 Aggressive Growth Portfolio Class C is a college savings investment portfolio designed to help families plan for future education expenses through a 529 plan structure. This portfolio focuses on aggressive growth by investing primarily in underlying Fidelity Advisor funds that target domestic and international equities, with a higher risk and return profile suitable for long-term educational goals. As a static allocation option, it maintains a consistent, equity-heavy mix rather than shifting toward conservative assets as the beneficiary approaches college age. The fund benchmarks its performance against major indices such as the MSCI EAFE Index and the Dow Jones Wilshire 5000 Composite Index, reflecting its diverse global equity exposure. Investors in this portfolio may benefit from features of 529 plans, such as tax-deferred growth and tax-free withdrawals for qualified education expenses, while also having flexibility in account management and beneficiary designation. This portfolio is intended for those who seek substantial capital appreciation and can tolerate market volatility typically associated with equity investments over a longer time horizon.
Performance
FFCGX had a total return of 12.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.66%.