New Hampshire Higher Education Savings Plan Trust - Fidelity Advisor 529 Aggressive Growth Portfolio (FPDIX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| 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 | 60.88 |
| YTD Return | 4.53% |
| 1-Year Return | 22.16% |
| 5-Year Return | 62.49% |
| 52-Week Low | 41.97 |
| 52-Week High | 61.61 |
| Beta (5Y) | 0.90 |
| Holdings | n/a |
| Inception Date | n/a |
About FPDIX
Fidelity Advisor 529 Aggressive Growth Portfolio Class I is a diversified investment portfolio designed primarily for college savings within a 529 plan structure. Its main purpose is to seek long-term capital appreciation by allocating 100% of its assets to equity and commodity-related mutual funds, making it an aggressive choice among 529 plan portfolios. The portfolio’s asset allocation is heavily weighted toward equities, typically maintaining a significant proportion in both U.S. and international stocks, with no allocation to bonds, cash, or real estate holdings. This strategy is intended to maximize growth potential over time, although it inherently involves higher volatility and risk compared to more conservatively managed options. Managed by Fidelity Investments, this portfolio is often included in both age-based and static allocation strategies, catering to goal-oriented investors prioritizing college funding. The portfolio’s design emphasizes broad market exposure and the compounding benefits of long-term equity growth, underscoring its role as a dynamic vehicle for education-focused investors seeking robust asset appreciation within the 529 plan framework.
Performance
FPDIX had a total return of 22.16% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.40%.