Fidelity New Insights Portfolio (FNPAX)
| 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 | 85.13 |
| YTD Return | 0.68% |
| 1-Year Return | 15.23% |
| 5-Year Return | 89.75% |
| 52-Week Low | 61.35 |
| 52-Week High | 90.77 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FNPAX
Fidelity Advisor 529 New Insights Portfolio Class A is an investment portfolio designed specifically for education savings within a 529 college savings plan framework. Its primary function is to provide long-term capital appreciation by investing predominantly in U.S. large-cap equities, with a focus on companies expected to experience above-average growth. The portfolio is structured as part of the Fidelity Advisor 529 Plan, which is managed by Fidelity Investments for state-sponsored college savings programs, notably the New Hampshire plan. The portfolio invests nearly all its assets in domestic stocks, emphasizing sectors such as technology, communication services, financials, and healthcare. Notable underlying holdings typically include prominent companies like Meta Platforms, NVIDIA, Microsoft, Alphabet, and Amazon, reflecting its alignment with the large growth investment category. By aiming for robust growth potential, this portfolio helps families and individuals systematically accumulate funds to meet future higher-education expenses, leveraging the tax-advantaged features and investment flexibility offered through 529 plans.
Performance
FNPAX had a total return of 15.23% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.74%.