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Fidelity Moderate Growth Portfolio (FMCGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
43.31
+0.08 (0.19%)
At close: Aug 27, 2026
Fund Assetsn/a
Expense Ratio0.04%
Min. Investmentn/a
Turnovern/a
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close43.23
YTD Return9.89%
1-Year Return15.25%
5-Year Return34.46%
52-Week Low37.30
52-Week High43.54
Beta (5Y)n/a
Holdingsn/a
Inception Daten/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.

Fund Family Fidelity
Stock Exchange NASDAQ
Ticker Symbol FMCGX

Performance

FMCGX had a total return of 15.25% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.54%.