Fidelity Intermediate Bond Portfolio (FLBCX)

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	16.75
YTD Return	0.66%
1-Year Return	5.28%
5-Year Return	5.09%
52-Week Low	15.89
52-Week High	16.75
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FLBCX

Fidelity Advisor 529 Limited Term Bond Portfolio Class C is a 529 plan fixed-income portfolio designed to provide current income with modest interest rate sensitivity. The portfolio invests primarily in an underlying Fidelity Advisor limited-term bond strategy that normally allocates at least 80% of assets to investment‑grade debt and repurchase agreements, focusing on bonds with maturities of roughly two to five years for lower duration risk relative to core bond funds. The approach blends U.S. government, agency, and high‑quality corporate securities, with flexibility to incorporate smaller sleeves of high yield and emerging markets debt as permitted by the mandate, aiming to enhance income while maintaining a short‑term risk profile. Positioned within 529 education savings lineups, the portfolio serves as a conservative to moderate fixed‑income holding intended to dampen volatility and provide diversification alongside equity allocations within age‑based or static strategies. Its role in the market is to offer tax‑advantaged education savers a professionally managed, short‑duration bond option that balances income generation with capital preservation priorities.

• Fund Family: Fidelity
• Stock Exchange: NASDAQ
• Ticker Symbol: FLBCX

Performance

FLBCX had a total return of 5.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.19%.