FA Strategic Income 529 Portfolio (FIANX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
16.72
0.00 (0.00%)
At close: Feb 17, 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 Close16.72
YTD Return1.64%
1-Year Return8.71%
5-Year Return15.87%
52-Week Low14.99
52-Week High16.72
Beta (5Y)0.34
Holdingsn/a
Inception Daten/a

About FIANX

The FA Strategic Income 529 Portfolio is a dedicated investment vehicle designed to support savings for higher education. Its primary function is to provide a stable income stream while navigating various market conditions. By leveraging a mix of high-yield securities, investment-grade bonds, and other income-generating assets, this portfolio aims to balance risk and return. The FA Strategic Income 529 Portfolio is particularly significant in the financial market as it caters to long-term savings goals, offering a diversified investment strategy that can help mitigate market volatility. It plays a crucial role for individuals seeking to accumulate wealth steadily over time, particularly in the context of funding future educational expenses.

Stock Exchange NASDAQ
Ticker Symbol FIANX

Performance

FIANX had a total return of 8.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.87%.