Fidelity Small Cap Portfolio (FSPDX)

Fund Assets	n/a
Expense Ratio	0.038%
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	77.69
YTD Return	9.00%
1-Year Return	12.00%
5-Year Return	29.66%
52-Week Low	66.55
52-Week High	88.53
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FSPDX

Fidelity Advisor 529 Small Cap Portfolio Class D is a specialized investment option within the 529 college savings plan framework. This portfolio primarily seeks to achieve capital appreciation by investing in small-cap companies, which are businesses with smaller market capitalizations known for their growth potential and higher volatility. The fund is structured as a class of a 529 plan, focusing on supporting education savings for future qualified expenses, such as tuition and related costs. Class D units are offered to eligible investors without sales charges and with an annual unitholder fee, aiming for cost efficiency within the education savings sector. Managed by Fidelity, a leading financial institution, the portfolio leverages the research and selection expertise of Fidelity’s asset management team. Its market significance lies in providing families a targeted, equity-based strategy to potentially enhance long-term savings for educational goals, while concentrating on the small-cap segment of the equity market.

• Fund Family: Fidelity
• Stock Exchange: Nasdaq
• Ticker Symbol: FSPDX

Performance

FSPDX had a total return of 12.00% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.16%.

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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