Fidelity Global Strategies Portfolio (FGSPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

24.05

-0.16 (-0.66%)

At close: Oct 16, 2026

Fund Assets	n/a
Expense Ratio	0.038%
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	24.21
YTD Return	8.07%
1-Year Return	10.70%
5-Year Return	30.77%
52-Week Low	21.48
52-Week High	24.82
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FGSPX

Fidelity Advisor 529 Asset Manager 60% Portfolio Class P is an asset allocation portfolio designed specifically for the education savings market, structured within a 529 college savings plan. Its primary purpose is to provide investors with a balanced approach to capital appreciation and income by maintaining a target allocation of approximately 60% to equities and 40% to fixed income and short-term securities. This moderate blend seeks to balance growth potential with risk management, making it suitable for investors with a medium investment horizon, such as those saving for a child's future education expenses. The portfolio invests in a diversified mix of underlying mutual funds, offering exposure across domestic and international stocks, bonds, and short-term instruments. Class P units are tailored for workplace savings plans, featuring no sales charges and a straightforward annual unitholder fee structure, supporting efficient long-term investing within tax-advantaged college savings accounts. The portfolio plays a significant role in helping families systematically prepare for higher education costs, leveraging Fidelity’s professional management and asset allocation expertise.

Fund Family Fidelity

Stock Exchange Nasdaq

Ticker Symbol FGSPX

Performance

FGSPX had a total return of 10.70% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.72%.