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FORIX

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--%
1d
1w
1m

Analysis and statistics

  • Open
    10.2549$
  • Previous Close
    10.2549$
  • 52 Week Change
    --
  • Day Range
    0.00$
  • 52 Week High/Low
    --
  • Dividend Per Share
    --
  • Market cap
    --$
  • EPS
    --
  • Beta
    --
  • Volume
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About

FORIX.US represents the Fidelity Advisor 529 Portfolio 2040, a target date fund offered by Fidelity Investments within a 529 college savings plan. These funds are designed for beneficiaries who anticipate needing college funds around the year 2040. The portfolio's asset allocation gradually becomes more conservative over time, shifting from a higher allocation to stocks in its early years to a greater emphasis on bonds and short-term investments as the target date approaches, aiming to balance growth with capital preservation as college nears.
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Factors

Fund Performance: FORIX's returns relative to its benchmark and peers significantly impact investor demand, driving price changes.

Market Conditions: Overall market trends, economic indicators like interest rates and inflation influence investor sentiment and fund flows.

Expense Ratio: Higher expenses can detract from returns, potentially making the fund less attractive to investors and affecting its price.

Fund Manager Expertise: The manager's investment strategy, stock selection skills, and risk management abilities are vital for fund performance.

Asset Allocation: How the fund's assets are distributed across different sectors and securities affects its exposure to market volatility.

Investor Sentiment: Positive or negative feelings towards the fund or its underlying holdings can drive buying or selling pressure.

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