Fidelity Small Cap Portfolio (FSPDX)
| Fund Assets | n/a |
| Expense Ratio | 0.04% |
| 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 | 73.83 |
| YTD Return | 4.61% |
| 1-Year Return | 26.54% |
| 5-Year Return | 35.15% |
| 52-Week Low | 51.19 |
| 52-Week High | 78.15 |
| 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.
Performance
FSPDX had a total return of 26.54% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.23%.