FPHCX

About FPHCX

Fidelity Advisor 529 Portfolio 2025 Class C is an age-based investment portfolio designed for use within 529 college savings plans. Its primary function is to provide a mix of growth and income, aligning its asset allocation to accommodate the needs of beneficiaries expecting to attend college around the year 2025. The portfolio features a diversified allocation, with a significant emphasis on bonds (over 60% of assets), complemented by allocations to U.S. and foreign equities, short-term bonds, and cash equivalents. This structure is intended to help manage risk as the target college enrollment date approaches, gradually shifting from growth-oriented assets to those focused on principal stability and income generation. Managed by Fidelity Investments, the portfolio is part of the New Hampshire-sponsored Fidelity Advisor 529 Plan, giving families a professionally managed option for education-related savings. Its role in the financial market is to support tax-advantaged savings for education, offering a blend of professional asset management, risk mitigation, and diversification tailored to a defined investment horizon.