New Hampshire Higher Education Savings Plan Trust - Fidelity Advisor 529 Portfolio Fund, Series 2039 (FVBAX)
| 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 | 17.66 |
| YTD Return | 15.44% |
| 1-Year Return | 16.43% |
| 5-Year Return | 68.12% |
| 52-Week Low | 14.06 |
| 52-Week High | 17.85 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About FVBAX
Fidelity Advisor 529 Portfolio 2039 Class A is an open-end mutual fund designed as part of a comprehensive 529 college savings plan. The primary function of this asset is to facilitate tax-advantaged investment growth to help families prepare for future higher education expenses. This portfolio typically follows an age-based investment approach, strategically adjusting its asset allocation—such as stocks, bonds, and other securities—over time. Early in the investment cycle, the portfolio is generally more growth-oriented, with a higher allocation to equities, and gradually shifts toward more conservative investments as the target enrollment year approaches. This rebalancing aims to balance capital appreciation with capital preservation as the beneficiary nears college age. The portfolio is managed by Fidelity Investments and is part of the New Hampshire Fidelity Advisor 529 Plan, which offers professionally managed options to align with various educational timelines and risk tolerances. The fund plays a critical role in the education savings sector, offering a disciplined investment pathway for long-term college planning while taking advantage of the potential tax benefits unique to 529 plans.
Performance
FVBAX had a total return of 16.43% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.31%.