Fidelity Moderate Growth Portfolio (FMAFX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

50.60

-0.33 (-0.65%)

At close: Oct 16, 2026

Fund Assets	n/a
Expense Ratio	0.038%
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	50.93
YTD Return	7.07%
1-Year Return	9.33%
5-Year Return	35.11%
52-Week Low	45.28
52-Week High	52.55
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.

Fund Family Fidelity

Stock Exchange Nasdaq

Ticker Symbol FMAFX

Performance

FMAFX had a total return of 9.33% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.88%.