Fidelity Series 2037 (FJTHX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| 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 | 20.39 |
| YTD Return | 3.77% |
| 1-Year Return | 17.07% |
| 5-Year Return | 40.05% |
| 52-Week Low | 16.00 |
| 52-Week High | 21.31 |
| Beta (5Y) | 0.79 |
| Holdings | n/a |
| Inception Date | n/a |
About FJTHX
Fidelity Advisor 529 Portfolio 2037 Fund Class A is an age-based portfolio within the Fidelity Advisor 529 Plan, designed as a college savings solution for families planning for education expenses. Structured specifically for beneficiaries expecting to enroll in higher education around the year 2037, this fund employs a multi-asset allocation approach. It invests in a diversified mix of underlying Fidelity and Fidelity Advisor mutual funds, with exposure to key asset classes including U.S. equities, foreign equities, and fixed income securities. As of the most recent allocation, the portfolio maintains a substantial weighting toward U.S. stocks, complemented by significant allocations to international stocks and bonds, aiming to balance growth potential with risk as the college target date approaches. The fund’s allocation strategy is designed to gradually shift from a growth-focused mix to more conservative assets as the enrollment date nears, reducing market risk as the beneficiary approaches college age. This makes it a central component for families seeking a streamlined, professionally managed investment option for education savings. The fund is managed by Fidelity Investments, leveraging their expertise in multi-asset strategies and delivering a disciplined glide path tailored to college savings goals.
Performance
FJTHX had a total return of 17.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.62%.