Fidelity Moderate Growth Portfolio (FMCGX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

41.87

-0.27 (-0.64%)

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	42.14
YTD Return	7.12%
1-Year Return	9.57%
5-Year Return	31.61%
52-Week Low	37.72
52-Week High	43.54
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.

Fund Family Fidelity

Stock Exchange Nasdaq

Ticker Symbol FMCGX

Performance

FMCGX had a total return of 9.57% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.13%.