Fidelity Aggressive Growth Portfolio (FFRGX)
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 | 49.77 |
YTD Return | 12.91% |
1-Year Return | 13.29% |
5-Year Return | 84.19% |
52-Week Low | 39.42 |
52-Week High | 50.04 |
Beta (5Y) | n/a |
Holdings | n/a |
Inception Date | n/a |
About FFRGX
Fidelity Advisor 529 Aggressive Growth Portfolio – Class D is an investment option within a 529 college savings plan, specifically designed to help families save for future educational expenses. This portfolio operates as a fund of funds, primarily allocating 100% of its assets among Fidelity Advisor equity and commodity-related mutual funds. Its strategy employs a static asset allocation, which means the risk profile and investment mix remain constant over time, focusing heavily on growth-oriented equities across both U.S. and international markets. The portfolio benchmarks its performance against major indices like the MSCI EAFE Index and the Dow Jones Wilshire 5000 Composite Index, aiming to capture growth from both domestic and global stock markets. Managed by FMR Co., Inc., it typically features a high concentration in its top holdings, with the top ten positions representing a significant share of total assets. The Aggressive Growth Portfolio is suited for investors seeking maximum growth potential within the education savings spectrum, and forms part of a broader set of options offered in the Fidelity Advisor 529 Plan, which allows for tailored strategies based on individual risk tolerances and time horizons.
Performance
FFRGX had a total return of 13.29% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.22%.