Fidelity Global Strategies Portfolio (FGPCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

23.97

+0.06 (0.25%)

At close: Aug 27, 2026

16.13% (1Y)

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	23.91
YTD Return	10.77%
1-Year Return	16.13%
5-Year Return	31.34%
52-Week Low	20.49
52-Week High	24.05
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FGPCX

FA 529 Asset Manager 60% Portfolio is a college savings investment portfolio structured under the Fidelity Advisor 529 Plan, designed to help families save for future education expenses. This portfolio employs a static allocation strategy, maintaining approximately 60% exposure to U.S. equities and 40% to bonds, positioning it in the moderate risk spectrum relative to other 529 investment options. Its composition aims to balance growth potential through equity investments with income generation and reduced volatility via fixed income holdings. Managed by Fidelity Investments, the portfolio leverages the firm’s asset allocation expertise and broad access to institutional investment vehicles. FA 529 Asset Manager 60% Portfolio is categorized as a global moderate allocation solution, but in practice, it predominantly allocates to U.S. large-cap equities and domestic bonds, without significant exposure to foreign stocks or alternative asset classes. The portfolio is suitable for account holders seeking diversified growth with a moderate risk profile, intended to align with a long-term time horizon typical for education funding. Its role is to provide consistent, risk-adjusted returns within the 529 plan framework, supporting families in meeting qualified education expenses while benefiting from favorable tax treatment.

Fund Family Fidelity

Stock Exchange NASDAQ

Ticker Symbol FGPCX

Performance

FGPCX had a total return of 16.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.85%.