FVBCX

About FVBCX

Fidelity Advisor 529 Portfolio 2039 Class C is an age-based mutual fund portfolio designed primarily for college savings within 529 education savings plans. The portfolio is structured to align with an anticipated college enrollment date around the year 2039, making it suitable for individuals planning long-term education funding for young beneficiaries. This fund follows a glide path investment approach: it starts with a higher allocation to equities and growth-oriented assets in its early years, gradually shifting to more conservative, income-focused investments as the targeted enrollment year approaches. Managed under Fidelity’s advisor-directed 529 plan platform, it aims to balance capital appreciation now with capital preservation as the child's college date nears. The Class C share structure involves specific fee characteristics, such as annual unitholder fees and potential deferred sales charges. The fund plays a key role in the education savings market by providing a professionally managed, tax-advantaged vehicle tailored for families seeking disciplined, age-based investment management for future education expenses.