Fidelity Moderate Growth Portfolio (FMAFX)
| 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 | 50.78 |
| YTD Return | 3.68% |
| 1-Year Return | 17.23% |
| 5-Year Return | 37.96% |
| 52-Week Low | 38.51 |
| 52-Week High | 51.08 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FMAFX
Fidelity Advisor 529 Moderate Growth Portfolio Class A is a diversified, open-ended mutual fund designed specifically for educational savings under a 529 plan structure. Its primary function is to support long-term college savings goals by investing in a mix of underlying Fidelity Advisor mutual funds across multiple asset classes, with an emphasis on both public equities and fixed income securities. The portfolio allocates its assets globally but maintains a particular focus on the United States, investing in various sectors to balance growth potential and risk exposure. Notably, the portfolio holds approximately 42% in U.S. stocks, 28% in foreign stocks, and 30% in bonds, reflecting its "moderate growth" target by blending capital appreciation opportunities with income and stability features. Launched in 2001 and domiciled in the United States, the fund serves as a static allocation option within the New Hampshire-sponsored Fidelity Advisor 529 Plan. It is tailored for investors seeking a balanced approach to college savings, aiming for moderate growth over time while managing volatility through diversified exposure to both equity and fixed income markets.
Performance
FMAFX had a total return of 17.23% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.39%.