Fidelity Portfolio 2034 (FPCLX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
21.60
+0.08 (0.37%)
Sep 15, 2025, 4:00 PM EDT
0.37%
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 Close21.52
YTD Return13.33%
1-Year Return11.51%
5-Year Return43.52%
52-Week Low17.97
52-Week High21.60
Beta (5Y)n/a
Holdingsn/a
Inception Daten/a

About FPCLX

Fidelity Advisor 529 Portfolio 2034 Fund Class P is a target-date portfolio designed specifically for education savings within the framework of a 529 college savings plan. Its principal purpose is to help families and individuals accumulate funds for future higher education expenses by providing an investment strategy that evolves over time. At launch, the fund features a relatively aggressive asset allocation, with significant exposure to both U.S. and international equities, and a measured allocation to bonds. As the target date of 2034 approaches, the portfolio's allocation gradually shifts to become more conservative, reducing equity exposure in favor of fixed-income investments to help manage risk as the beneficiary nears college age. This fund is part of New Hampshire's 529 plan and is managed by Fidelity Investments, leveraging a diverse range of underlying Fidelity and Fidelity Advisor funds. The fund plays a key role in the education savings market, offering diversified, professionally managed exposure to global markets, with automatic adjustments intended to match the time horizon and risk profile of future education funding needs.

Fund Family Fidelity
Stock Exchange NASDAQ
Ticker Symbol FPCLX

Performance

FPCLX had a total return of 11.51% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.39%.