New Hampshire Higher Education Savings Plan Trust - Fidelity Advisor 529 Portfolio Fund, Series 2039 (FVBPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

19.19

0.00 (0.00%)

Aug 26, 2026, 9:30 AM EST

17.01% (1Y)

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	19.19
YTD Return	11.25%
1-Year Return	17.01%
5-Year Return	43.85%
52-Week Low	16.26
52-Week High	19.34
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About FVBPX

Fidelity Advisor 529 Portfolio 2039 Class P is a target-date portfolio within the Fidelity Advisor 529 Plan, structured primarily as an age-based investment solution for education savings. Its main function is to help investors, such as parents and guardians, accumulate and grow assets to fund future higher education expenses, aligning the asset allocation with the anticipated start date of college—around the year 2039. The portfolio automatically rebalances its underlying investments to progressively reduce exposure to equities and increase exposure to more conservative assets as the target date approaches, aiming to manage risk over time. This portfolio draws from a broad mix of Fidelity-managed mutual funds, giving it diversified exposure to domestic and international equities, fixed income, and other asset classes. Notably, Fidelity Advisor 529 Portfolio 2039 Class P operates within the framework of Section 529 college savings plans, providing potential tax benefits for eligible education expenses. It plays a significant role in the education-focused investment landscape by enabling long-term, goal-oriented saving with professional management and systematic risk reduction as beneficiaries near college age.

Fund Family Fidelity

Stock Exchange NASDAQ

Ticker Symbol FVBPX

Performance

FVBPX had a total return of 17.01% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.59%.