Fidelity Series 2037 (FPTHX)

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	19.25
YTD Return	3.61%
1-Year Return	16.11%
5-Year Return	34.83%
52-Week Low	14.63
52-Week High	19.35
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FPTHX

Fidelity Advisor 529 Portfolio 2037 - Class C is an age-based mutual fund portfolio tailored for 529 college savings plans. Its primary purpose is to help investors save for future higher education expenses by offering a diversified investment strategy that automatically adjusts as the beneficiary approaches college enrollment in the year 2037. The portfolio typically holds a mix of equities and fixed income assets, with a higher allocation to equities in earlier years to pursue growth, gradually shifting toward more conservative, income-oriented investments as the target year nears. As of recent data, approximately 70.8% of the portfolio is allocated to equities, reflecting a growth-oriented stance suitable for investors with a long-term horizon until 2037. Managed by Fidelity, this product leverages the expertise and scale of one of the largest asset managers, providing access to a range of underlying Fidelity funds. Fidelity Advisor 529 Portfolio 2037 - Class C plays a significant role in the education savings sector, serving families and individuals seeking a structured, tax-advantaged approach to funding future college costs.

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

Performance

FPTHX had a total return of 16.11% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.33%.