Fidelity.com Home. ... With the exception of the Fidelity Target Allocation Models which consists solely of Fidelity mutual funds, the Models may consist of Fidelity mutual funds, Fidelity ETFs, and third-party ETFs, which include iShares ETFs sponsored by BlackRock. This collection of sample portfolios was designed for investors based on their retirement time frames. How Fidelity Manages Asset Allocation Funds Building and maintaining a properly diversified investment portfolio amid today's dynamic market environment can be overwhelming for even seasoned investors. Fidelity Asset Allocation (Fidelity Asset Manager Funds) Pricing and Performance Information. The fund categories shown — growth, growth-and-income, equity-income/balanced and bond — are commonly found in retirement plans. The monthly cash flow distributions on Fidelity’s tax-smart withdrawal program (T-SWP®) are not guaranteed, will be adjusted from time to time and may include income. Fidelity's Asset Allocation Group meet to discuss their positioning this month, hard-to-read market sentiment, and the growing seriousness of a trade war. Skip to Main Content.

Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment advisor, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. We will aim to keep cash flow between 7.5% and 9% of the NAV each year on T-SWP balanced funds on T8/S8/F8, as well as 4.5% and 5.5% of the NAV on T5/S5/F5 balanced funds. Today more than ever, a one-stop approach to portfolio diversification may be … Article 10 min read For and against China as a standalone allocation
You can also use the American Funds asset allocation models as a guide when choosing your investments.

Asset allocation means spreading your investments across various asset classes. Site navigation. Broadly speaking, that means a mix of stocks, bonds, and cash or money market securities. The primary objective of the Fidelity Fund Portfolios–Income is to provide a representation of just one way you might construct a portfolio of Fidelity mutual funds, designed for the purpose of providing a focus on interest and dividend income, over a range of long term risk levels, which are consistent with the asset allocations of a (sub)set of Fidelity’s Target Asset Mixes (TAMs). Fidelity Model Portfolios.