Fidelity sample portfolios
[PDF File] Your Portfolio Summary - Fidelity Investments
http://5y1.org/file/10531/your-portfolio-summary-fidelity-investments.pdf
Information About Your Fidelity Statement. For TDD Service for the Hearing-Impaired, call 800-544-0118, 9 am - 9 pm ET, 7 days a week. Lost or Stolen Cards For 24 Hour worldwide customer service, call 800-529-2164 for American Express or 800-323-5353 for VISA ® Gold Check Card.
[PDF File] Fidelity Fund Portfolios - Income Methodology
http://5y1.org/file/10531/fidelity-fund-portfolios-income-methodology.pdf
Fidelity Fund Portfolios – Income are defined below: Table 2 . Asset Mixes for Fidelity Fund Portfolios - Income Equity* Bonds Short-Term Income-Focused Conservative . 15% 85% 0% . ... Select model risk levels and corresponding sample asset mixes from the range of TAMs 3) Select subset of mutual funds from investment universe to construct a ...
[PDF File] REIT Stocks: An Underutilized Portfolio Diversifier - Fidelity …
http://5y1.org/file/10531/reit-stocks-an-underutilized-portfolio-diversifier-fidelity.pdf
performance. Of the five portfolios, the two without any exposure to REITs (portfolios #4 and #5) had the lowest Sharpe ratios over the time period, indicating relatively weaker risk-adjusted perfor-mance (see Exhibit 1, page 1). The addition of REITs in portfolio #1 (10% REITs), #2 (20% REITs), and #3 (33.3% REITs) resulted
[PDF File] Investment Strategy
http://5y1.org/file/10531/investment-strategy.pdf
At Fidelity, we believe: • Asset allocation is the single most important factor in assessing the long-term risk- and-return characteristics of ... Source: Fidelity Investments and Morningstar Inc. Hypothetical value of assets held in untaxed portfolios invested in U.S. stocks, international stocks, bonds, or short-term investments. Stocks ...
[PDF File] CHET 529 Investment Instructions - Fidelity Investments
http://5y1.org/file/10531/chet-529-investment-instructions-fidelity-investments.pdf
Check Age-Based Portfolios (Fidelity Funds) Designed to generate returns that attempt to beat a composite of major market indices over the long term. These portfolios invest solely in Fidelity funds that are managed by dedicated portfolio managers who make investment decisions backed by Fidelity’s proprietary investment research.
[PDF File] ADP RETIREMENT SERVICES Investment Fund Sample …
http://5y1.org/file/10531/adp-retirement-services-investment-fund-sample.pdf
developed the following three sample portfolios, each of which is aimed at a different “type” of participant: • Sample Portfolio A (Passive) consists of Index Funds and Lifestyle Funds. • Sample Portfolio B (Active) consists primarily of actively managed investment options and Lifestyle Funds.
[PDF File] How To Read Your Fidelity Statement | Fidelity Investments
http://5y1.org/file/10531/how-to-read-your-fidelity-statement-fidelity-investments.pdf
4,481.28. $125,310.49. * Appreciation or depreciation of your holdings due to price changes plus any distribution and income earned during the statement period. Fidelity.com (800) 544-5555 (800) 544-6666. 20% Exchange Traded Products ($25,062) 40% Stocks ($50,124) Beginning Account Value. This Period.
[PDF File] Personalized Portfolios - Fidelity Investments
http://5y1.org/file/10531/personalized-portfolios-fidelity-investments.pdf
Personalized Portfolios Through Fidelity® Wealth Services A diversified investment strategy built around a 360-degree view of your financial plan, designed to help you achieve your family’s long-term vision. Designed for investors seeking: Discretionary investment management that can incorporate all your household assets, including
[PDF File] Fixed Income Investing - Fidelity Investments
http://5y1.org/file/10531/fixed-income-investing-fidelity-investments.pdf
Bonds and CDs (ETFs) fixed income investment, such as a bond or CD, A portfolio of bonds and other fixed that typically provides a return in the form of income investments that trade as a fixed periodic payments single unit throughout the day. Requires purchasing a broad array of bonds to diversify.
[PDF File] Fidelity Personal Retirement Annuity
http://5y1.org/file/10531/fidelity-personal-retirement-annuity.pdf
Fidelity VIP funds, and, for Fidelity® VIP FundsManager® Portfolios, their underlying Fidelity or Fidelity VIP funds. These portfolios are subject to the volatility of the financial markets in the U.S. and abroad, and may be subject to the additional risk associated with investing in high-yield, commodity-linked, small-cap, and foreign ...
[PDF File] HNW Bond Desk | Webinar | Fidelity
http://5y1.org/file/10531/hnw-bond-desk-webinar-fidelity.pdf
While we require $3 million in individual bonds & CDs held at Fidelity or membership of Fidelity’s Private Wealth Management Group in order to qualify for the High Net Worth Bond Desk, beyond that we aim to partner with each client or family’s unique goals and interests in bond investing. Next Step: Set up an appointment with your Financial ...
[PDF File] Wealth Planning Investment Strategy - Fidelity Investments
http://5y1.org/file/10531/wealth-planning-investment-strategy-fidelity-investments.pdf
At Fidelity, we believe: • Asset allocation is the single most important factor in assessing the long-term risk- and-return characteristics of ... Source: Fidelity Investments and Morningstar Inc. Hypothetical value of assets held in untaxed portfolios invested in U.S. stocks, international stocks, bonds, or short-term investments. Stocks ...
[PDF File] Target Retirement Portfolios - Fidelity NetBenefits
http://5y1.org/file/10531/target-retirement-portfolios-fidelity-netbenefits.pdf
Learn About Target Retirement Portfolios. This section will take you through the advantages of employing an investment strategy that includes Target Retirement Portfolios and how you can use Target Retirement Portfolios throughout your entire working career. Also, read about sample Target Retirement Portfolio investors and why they chose
[PDF File] Fidelity Basket Portfolios
http://5y1.org/file/10531/fidelity-basket-portfolios.pdf
All you need is an existing brokerage account to enroll. It's that easy. For a monthly fee, you can create as many baskets as you want and trade US stocks and ETFs online with zero commissions and no account minimums required. Fidelity Basket Portfolios-- more possibilities, more control.
[PDF File] Your Portfolio Value: 274,222 - Fidelity Investments
http://5y1.org/file/10531/your-portfolio-value-274-222-fidelity-investments.pdf
Contact Information. Online FAST sm Automated Telephone Private Client Group. Fidelity.com (800) 544-5555 (800) 544-5704. Welcome to your new Fidelity statement. Your account numbers can be found on page 2 in the Accounts Included in this Report section. Your statement also has a new look and more information.
[PDF File] Fidelity Planning & Guidance Center Investment Strategy
http://5y1.org/file/10531/fidelity-planning-guidance-center-investment-strategy.pdf
The alpha model approach analyzes historical data, isolating each fund’s returns due to security, industry, or sector selection (i.e., alpha) from the fund’s systematic returns, measured in relation to performance drivers such as equity market beta, emerging-market beta, small-cap premium, value premium, and duration.
[PDF File] Fidelity VIP Sample Portfolio
http://5y1.org/file/10531/fidelity-vip-sample-portfolio.pdf
Fidelity VIP Portfolios: Service Class 2 shares include an asset-based distribution fee (12b-1 fee). Initial offering of Service Class 2 shares for ... FIDELITY VIP SAMPLE PORTFOLIO | FOR BROKER DEALER REGISTERED REPRESENTATIVES OR INVESTMENT PROFESSIONALS 0 4 8 12 16 20 1 Year 3 Years 5 Years 10 Years 14.2 …
[PDF File] Fidelity Model Portfolios with SMA
http://5y1.org/file/10531/fidelity-model-portfolios-with-sma.pdf
Fidelity Model Portfolios with SMA (separately managed accounts) are provided to fi nancial intermediaries (“Intermediary”) on a non-discretionary basis by Fidelity Institutional Wealth Adviser LLC (“FIWA”), a registered investment adviser. Information about the Models may be provided by representatives of FIWA, or its broker-dealer ...
[PDF File] Fidelity Target Allocation Model Portfolios
http://5y1.org/file/10531/fidelity-target-allocation-model-portfolios.pdf
Fidelity Target Allocation Model Portfolios Conservative Risk Profi le Spectrum Growth Conservative Risk Profi le Spectrum Growth. i.fi delity.com Not FDIC Insured • May Lose Value • No Bank Guarantee * Includes a 2% static allocation to a core sweep fund to cover typical third-party fees and expenses. Fidelity Government Cash Reserves ...
[PDF File] Fidelity Investments Sector Portfolios
http://5y1.org/file/10531/fidelity-investments-sector-portfolios.pdf
FIDELITY INVESTMENTS SECTOR PORTFOLIOS Why Fidelity Fidelity invests heavily in our capabilities, and our sector funds are evidence of that investment. Today Fidelity has: • One of the largest U.S. sector offerni gs — nearly 50 funds and ETFs covering almost every sector and industry ...
[PDF File] BlackRock Diversified Income Portfolio - Fidelity …
http://5y1.org/file/10531/blackrock-diversified-income-portfolio-fidelity.pdf
3BlackRock Diversified Income Portfolio clients must generally qualify for support from a dedicated Fidelity advisor, which is based on a variety of factors (for example, a client with at least $500,000 invested in eligible Fidelity account(s) would typically qualify). For details, review the Program Fundamentals available online or through
[PDF File] Fidelity Select Health Care Services Portfolio
http://5y1.org/file/10531/fidelity-select-health-care-services-portfolio.pdf
Fidelity® Select Health Care Services Portfolio Key Takeaways •For the semiannual reporting period ending August 31, 2023, the fund returned -0.88%, modestly lagging the -0.12% result of the MSCI U.S. IMI Health Care Providers & Services 25/50 Index and significantly trailing the broad-based S&P 500® index.
[PDF File] Defensive Equity Sector Model Portfolios Methodology
http://5y1.org/file/10531/defensive-equity-sector-model-portfolios-methodology.pdf
The Fidelity Personal Retirement Annuity (“FPRA”) Defensive Equity Sector Model Portfolios (“the Model Portfolios”) are intended to serve as examples of how, based on an identified TAM, assets could be allocated by FPRA contract owners who are seeking to manage the downside risk of the stock portion of their portfolio over the long term ...
[PDF File] Personalized Planning & Advice Get a personalized …
http://5y1.org/file/10531/personalized-planning-advice-get-a-personalized.pdf
Support When you’re a member of the service, we’ll provide you with planning resources: • Use our exclusive planning dashboard to track your retirement score and income estimates in real time. • Get online resources and videos so you can see how our investment professionals keep your strategy aligned to your goals as the market changes. • Each …
[PDF File] FIDELITY PERSONALIZED PORTFOLIOS: Equity Separately …
http://5y1.org/file/10531/fidelity-personalized-portfolios-equity-separately.pdf
Equity SMAs are portfolios of stocks that are managed by professional asset managers and focused on specific asset classes, such as large cap domestic stocks. Because equity SMAs allow you to own stocks directly — instead of indirectly through a mutual fund or an exchange-traded fund (ETF) — SMAs can provide even greater opportunities to ...
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