FA Strategic Income 529 Portfolio (FIANX)

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	16.41
YTD Return	2.82%
1-Year Return	5.94%
5-Year Return	14.44%
52-Week Low	15.52
52-Week High	16.52
Beta (5Y)	0.33
Holdings	n/a
Inception Date	n/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 5.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.93%.

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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