Skip to main content
logo

Fidelity Global Strategies Portfolio (FGPAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
26.51
+0.07 (0.26%)
At close: Aug 27, 2026
Fund Assetsn/a
Expense Ratio0.04%
Min. Investmentn/a
Turnovern/a
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close26.44
YTD Return11.05%
1-Year Return16.99%
5-Year Return35.38%
52-Week Low22.50
52-Week High26.58
Beta (5Y)0.68
Holdingsn/a
Inception Daten/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 16.99% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.64%.