Fidelity Intermediate Bond Portfolio (FLTAX)
| Fund Assets | 226.41M |
| Expense Ratio | 1.46% |
| 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 | 19.99 |
| YTD Return | 4.77% |
| 1-Year Return | 5.10% |
| 5-Year Return | 7.82% |
| 52-Week Low | 18.98 |
| 52-Week High | 19.99 |
| Beta (5Y) | 0.10 |
| Holdings | n/a |
| Inception Date | n/a |
About FLTAX
Fidelity Advisor 529 Limited Term Bond Portfolio Class A is a 529 plan fixed income portfolio designed to help families save for education with a focus on capital preservation and income generation. It invests primarily in short- to intermediate‑maturity bonds, seeking lower interest‑rate sensitivity than core bond strategies while providing current income, consistent with the time horizon of education savers. As part of the advisor‑sold program sponsored by New Hampshire, the broader Fidelity Advisor 529 Plan offers potential tax advantages, high contribution limits, and diversified investment options managed by Fidelity’s research platform and portfolio teams. Class A 529 units may carry a front‑end sales charge, and unit classes can have ongoing distribution and service fees, as disclosed in plan materials. The portfolio fits within Fidelity’s lineup of individual fund and age‑based options that align asset allocation with beneficiaries’ anticipated enrollment dates, offering an education‑focused fixed income building block to balance growth assets and dampen volatility through limited term bond exposure.
Performance
FLTAX had a total return of 5.10% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.17%.