Tomorrow's Scholar 529 Plan - Fidelity US Bond Index Option Fund (VWFDX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
10.47
0.00 (0.00%)
At close: Feb 17, 2026
Fund Assetsn/a
Expense Ration/a
Min. Investmentn/a
Turnovern/a
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Closen/a
YTD Return1.36%
1-Year Returnn/a
5-Year Returnn/a
52-Week Low9.82
52-Week High10.47
Beta (5Y)n/a
Holdingsn/a
Inception Daten/a

About VWFDX

Fidelity U.S. Bond Index 529 Option is a fixed income investment portfolio specifically designed for 529 college savings plans. Its primary function is to provide broad exposure to the U.S. investment-grade bond market, aiming to track the performance of the Bloomberg U.S. Aggregate Bond Index. The holdings typically include U.S. Treasury securities, government-related and corporate bonds, mortgage-backed securities, and asset-backed securities, creating a diversified fixed income foundation within a tax-advantaged education savings account. As part of a 529 plan offering, this option is particularly suited for investors who value income and stability with lower volatility compared to equity-focused portfolios. The fund employs an indexing strategy, using statistical sampling to closely replicate the benchmark's risk and return characteristics while maintaining a cost-effective structure. The Fidelity U.S. Bond Index 529 Option serves a crucial role in many college savings strategies by helping to preserve capital and manage interest rate risk as beneficiaries approach their educational funding needs.

Fund Family Fidelity
Stock Exchange NASDAQ
Ticker Symbol VWFDX