Fidelity Intermediate Bond Portfolio (FLTPX)
| 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 | 17.76 |
| YTD Return | 0.68% |
| 1-Year Return | 5.53% |
| 5-Year Return | 6.42% |
| 52-Week Low | 16.81 |
| 52-Week High | 17.76 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FLTPX
Fidelity Advisor 529 Limited Term Bond Portfolio – Class P is a college savings plan portfolio that invests primarily in short-duration, investment‑grade fixed income to help manage interest rate sensitivity while seeking current income. According to Fidelity, the portfolio allocates to underlying Fidelity bond funds and money market instruments within the 529 framework, emphasizing high-quality debt and repurchase agreements consistent with a limited‑term mandate. The strategy’s short effective duration is designed to moderate volatility relative to longer‑maturity bond options, aligning with near‑ to intermediate‑term education funding horizons typical of 529 planning. As part of the Fidelity Advisor 529 Plan lineup, it sits among fixed income choices that complement age‑based and multi‑asset portfolios, giving account holders a targeted bond exposure inside a tax‑advantaged education savings vehicle. The portfolio’s role in the market is to provide a structured, professionally managed fixed income sleeve within 529 accounts, balancing credit quality and rate risk for tuition planning needs while leveraging Fidelity’s fixed income research and management capabilities.
Performance
FLTPX had a total return of 5.53% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.44%.