Fidelity Advisor 529 New Insights Portfolio Class P is an investment portfolio designed as part of the Fidelity Advisor 529 Plan, which is aimed at supporting education savings. The portfolio primarily invests in common stocks of companies whose intrinsic value Fidelity Management & Research believes is not fully recognized by the public. This approach seeks opportunities across a diverse range of industries and sectors, leveraging Fidelity’s in-depth research and active portfolio management expertise. Integrated within a 529 college savings plan, this portfolio is structured to help families and individuals save for future educational expenses through potential tax advantages and high contribution limits. As a 529 plan option, it provides flexibility and a disciplined investment process tailored for long-term education goals, including college and certain K–12, apprenticeship, and student loan repayment costs. The plan is sponsored by the state of New Hampshire but is available nationwide, making it a relevant tool for families seeking both growth potential and education-specific benefits within a tax-advantaged framework.
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