Fidelity Moderate Growth Portfolio (FMCGX)
| 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 | 40.74 |
| YTD Return | 3.56% |
| 1-Year Return | 16.33% |
| 5-Year Return | 32.88% |
| 52-Week Low | 31.10 |
| 52-Week High | 40.99 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FMCGX
Fidelity Advisor 529 Moderate Growth Portfolio Class C is a diversified investment portfolio designed primarily for education savings within a 529 plan structure. As a balanced fund of funds, it strategically allocates assets across a mix of equities and fixed income securities, seeking to achieve moderate capital appreciation while managing risk levels appropriate for investors with a mid-range time horizon or moderate risk tolerance. The portfolio's construction leverages a variety of underlying funds managed by Fidelity, allowing for broad exposure to both U.S. and international markets, as well as different market sectors. This diversification aims to smooth returns over time and reduce the impact of market volatility. The primary purpose of this portfolio is to help families save for qualified education expenses, such as college tuition, by offering professionally managed asset allocation and potential tax advantages inherent to 529 plans. Class C shares are structured to minimize upfront costs, though they may include higher ongoing expenses relative to other share classes. This portfolio plays a pivotal role in the financial market by supporting long-term, goal-based investing, particularly for education funding needs, and by offering access to institutional investment management to individual savers.
Performance
FMCGX had a total return of 16.33% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.23%.