Fidelity Portfolio 2028 (FPFCX)

Fund Assets	n/a
Expense Ratio	0.00%
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	37.45
YTD Return	2.07%
1-Year Return	9.70%
5-Year Return	12.94%
52-Week Low	32.47
52-Week High	37.46
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPFCX

FA 529 Portfolio 2028 Class C is an age-based 529 college savings portfolio within the Fidelity Advisor 529 Plan, designed to pursue capital appreciation with reasonable safety of principal as beneficiaries approach the expected enrollment year of 2028. It blends multiple underlying Fidelity funds to progressively shift from growth-oriented assets toward fixed income and cash equivalents, aligning risk with a near-term education horizon. The portfolio emphasizes diversified exposure across U.S. and international equities alongside a substantial allocation to investment-grade bonds and short-term instruments to help moderate volatility as college nears. Positioned within a broader suite of age-based, static allocation, and individual fund options, it enables families and advisors to tailor education savings strategies under a professionally managed glide path. Class C units in the plan may be subject to a contingent deferred sales charge if redeemed within the first year, reflecting distribution features specific to this share class. Overall, the portfolio’s role is to provide a managed transition from growth to capital preservation consistent with the time horizon and objectives of education funding.

• Fund Family: Fidelity
• Stock Exchange: NASDAQ
• Ticker Symbol: FPFCX

Performance

FPFCX had a total return of 9.70% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.06%.