Fidelity Series 2037 (FPJHX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

20.21

-0.13 (-0.64%)

At close: Oct 16, 2026

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	20.34
YTD Return	7.05%
1-Year Return	9.47%
5-Year Return	33.55%
52-Week Low	18.22
52-Week High	21.00
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPJHX

Fidelity Advisor 529 Portfolio 2037 - Class P is a target-date portfolio within the Fidelity Advisor 529 College Savings Plan, specifically designed to help investors save for future education expenses. This portfolio is structured with an anticipated college enrollment year of 2037, making it suitable for beneficiaries with a long investment horizon, such as young children. The portfolio adopts an age-based allocation strategy, initially investing a significant portion of its assets in equities, with about 42% in U.S. stocks and 28% in foreign stocks. Bonds make up approximately 29% of the portfolio, offering diversification and risk management as the target date approaches. Over time, the asset allocation will gradually become more conservative, reducing equity exposure and increasing fixed income holdings to help preserve capital ahead of the expected enrollment year. Class P units are exclusively available through workplace savings plans and carry no sales charges, with an annual unitholder fee. The portfolio plays a key role in long-term education savings by combining broad market exposure and systematic risk adjustment, aligning with the evolving needs of future college-bound students.

Fund Family Fidelity

Stock Exchange Nasdaq

Ticker Symbol FPJHX

Performance

FPJHX had a total return of 9.47% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.08%.