Fidelity Advisor 529 Portfolio 2025 Class P is an age-based multi‑asset portfolio within the Fidelity Advisor 529 Plan, structured to support near‑term education funding needs around the 2025 enrollment horizon. It invests primarily in underlying Fidelity Advisor funds and adjusts its mix toward more conservative holdings as the target date approaches, emphasizing high‑quality bonds and cash while maintaining a smaller allocation to domestic and international equities for diversification. The portfolio’s glidepath and fund‑of‑funds design aim to manage sequence‑of‑returns risk as beneficiaries near withdrawals, using broad fixed income exposure alongside limited equity to balance income generation with capital preservation. Situated among Fidelity’s age‑based options, it provides a turnkey approach for families seeking a professionally managed allocation that evolves over time, leveraging Fidelity’s research platform and underlying strategies across core bond, short‑term, and global equity sleeves. It plays a role in the education savings market by aligning asset allocation with a specific college start year, simplifying ongoing rebalancing and risk management within a 529 plan framework.
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