Fidelity Series 2037 (FJTHX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

21.76

+0.04 (0.18%)

At close: Aug 27, 2026

16.05% (1Y)

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	21.72
YTD Return	10.20%
1-Year Return	15.84%
5-Year Return	40.13%
52-Week Low	18.64
52-Week High	21.86
Beta (5Y)	0.78
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.

Fund Family Fidelity

Stock Exchange NASDAQ

Ticker Symbol FJTHX

Performance

FJTHX had a total return of 15.84% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.21%.