Fidelity Global Strategies Portfolio (FGPAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

25.78

-0.17 (-0.66%)

At close: Oct 16, 2026

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	25.95
YTD Return	8.53%
1-Year Return	11.28%
5-Year Return	34.03%
52-Week Low	22.92
52-Week High	26.58
Beta (5Y)	0.68
Holdings	n/a
Inception Date	n/a

About FGPAX

Fidelity Advisor 529 Asset Manager 60% Portfolio Class A is a diversified allocation portfolio within the 529 college savings plan framework. Its primary purpose is to help investors save for qualified education expenses by investing through a tax-advantaged account structure. The portfolio employs a balanced allocation strategy, typically investing about 60% of its assets in equities and the remainder in fixed income and short-term instruments, thereby aiming to capture growth while managing risk through diversification. This moderate allocation approach positions the fund to seek a blend of capital appreciation and income over the long term. Targeted for education savers with a moderate risk tolerance, this portfolio is structured to serve families and individuals planning for future college costs. It leverages underlying Fidelity mutual funds and may adjust its asset allocation periodically to reflect market conditions or plan changes. The fund’s blend of global equities, government securities, and high-quality bonds provides exposure to both domestic and international markets, supporting its role as a core holding in a 529 plan's college savings strategy. The portfolio's design reflects Fidelity's expertise in multi-asset management, and it forms part of the wider set of options within the Fidelity Advisor 529 Plan, serving investors seeking a balance between risk and reward in pursuit of education funding goals.

Fund Family Fidelity

Stock Exchange Nasdaq

Ticker Symbol FGPAX

Performance

FGPAX had a total return of 11.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.26%.