Fidelity managed portfolios

Fidelity managed portfolios DEFAULT


Actively managed funds

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

Because of their narrow focus, sector investments tend to be more volatile than investments that diversify across many sectors and companies.

Diversification and asset allocation do not ensure a profit or guarantee against loss.

The Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns.

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The Morningstar RatingTM for funds, or “star rating,” is calculated for funds with at least a three-year history. (Exchange-traded funds and open-end mutual funds are considered a single population for comparative purposes.) It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly excess performance (excluding the effect of sales charges, if any), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

Past performance is no guarantee of future results.

Sours: https://www.fidelity.com/mutual-funds/investing-ideas/beat-the-benchmark

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.

Diversification and asset allocation do not ensure a profit or guarantee against a loss.

Investing involves risk, including risk of loss.

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

Fidelity's guidance is educational and should not be the primary basis of your investment decisions. Please see the model portfolio methodology (PDF) for more information about how the models are created. You should also carefully research any fund you may be considering prior to making an investment decision. You may consider another allocation and other investments, including non-Fidelity funds, having similar risk and return characteristics may be available. We suggest Fidelity Asset Manager and Fidelity Freedom funds for the one-fund strategies and funds only and other fund families may have other options available, including funds with different features and costs.

We can change or update the model portfolios at any time. Fidelity will not notify you when they are updated. The model portfolios may contain taxable bond funds. The model portfolios do not attempt to consider the effect of income taxes on performance or returns and does not reflect any opinion on the tax-appropriateness of the portfolio for any investor. Depending on your tax situation, municipal bond funds may be more appropriate for you. Model portfolios do not consider the effect of taxes, fees and/or expenses associated with investing. Please consult with your investment or tax advisor, if applicable, prior to taking action.

In applying the model portfolio or any other results to your individual situation, be sure to consider other assets, income and investments (e.g., home equity, savings accounts or other retirement accounts) in addition to assets designated for this goal. None of the strategies provided by this tool are designed to maximize return or predict the highest performing funds.

Sours: https://www.fidelity.com/mutual-funds/fidelity-fund-portfolios/overview
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Personalized investment management

Business cycle above is a hypothetical illustration of a typical business cycle. There is not always a chronological progression in this order, and there have been cycles when the economy has skipped a phase or retraced an earlier one.

The Typical Business Cycle depicts the general pattern of economic cycles throughout history, though each cycle is different. In general, the typical business cycle demonstrates the following:

During the typical early-cycle phase, the economy bottoms and picks up steam until it exits recession and then begins the recovery as activity accelerates. Inflationary pressures are typically low, monetary policy is accommodative, and the yield curve is steep. Economically sensitive asset classes such as stocks tend to experience their best performance during the early-cycle phase.

During the typical mid-cycle phase, the economy exits recovery and enters into expansion, characterized by broader and more self-sustaining economic momentum but a more moderate pace of growth. Inflationary pressures typically begin to rise, monetary policy becomes tighter, and the yield curve experiences some flattening. Economically sensitive asset classes tend to continue benefiting from a growing economy, but their relative advantage narrows.

During the typical late-cycle phase, the economic expansion matures, inflationary pressures continue to rise, and the yield curve may eventually become flat or inverted.

Eventually, the economy contracts and enters recession, with monetary policy shifting from tightening to easing. Less economically sensitive asset categories tend to hold up better, particularly right before and upon entering recession.

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​Tax-smart (i.e., tax-sensitive) investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client's account should be bought or sold. Assets contributed may be sold for a taxable gain or loss at any time. There are no guarantees as to the effectiveness of the tax-smart investing techniques applied in serving to reduce or minimize a client's overall tax liabilities, or as to the tax results that may be generated by a given transaction. ​​

2. Fidelity® Wealth Services ("FWS") offers three service levels, each with its own fees, features, and eligibility requirements. Wealth Management service level 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 $250,000 invested in eligible Fidelity account(s) would typically qualify). Account investment minimum is $50,000. For details, review the Program Fundamentals available online or through a representative.

3. The advisory fee does not cover charges resulting from trades effected with or through broker-dealers other than Fidelity Investments affiliates, mark-ups or mark-downs by broker-dealers, transfer taxes, exchange fees, regulatory fees, odd-lot differentials, handling charges, electronic fund and wire transfer fees, or any other charges imposed by law or otherwise applicable to your account. You will also incur underlying expenses associated with the investment vehicles selected.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.

Fidelity® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Discretionary portfolio management services provided by Strategic Advisers LLC (Strategic Advisers), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, Strategic Advisers, FBS, and NFS are Fidelity Investments companies.

Sours: https://www.fidelity.com/wealth-management/investment-management-services

Fidelity Managed Portfolios

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Certain Class Funds are closed to new purchases and switches for registered plans, except for existing systematic transactions. Certain other Class Funds are not recommended for registered plan investors and registered plan investors should consider the trust fund equivalent for these Class Funds instead. Registered plan investors should also be aware that certain Class Funds may, from time to time bear an income tax expense which will reduce returns. Please read the fund facts for further details.

Commissions, fees and expenses may be associated with investment funds. Read a fund’s prospectus or offering memorandum and speak to an advisor before investing.  Funds are not guaranteed, their values change frequently and investors may experience a gain or loss.  Past performance may not be repeated.

Read our privacy policy.  By using or logging in to this website, you consent to the use of cookies as described in our privacy policy.

This site is for persons in Canada only.  Mutual funds and ETFs sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada.

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Sours: https://www.fidelity.ca/fidca/en/products/fmp

Portfolios fidelity managed

Fidelity Go®

1. There is no minimum amount required to open a Fidelity Go account. However, in order for us to invest your money according to the investment strategy you've chosen, your account balance must be at least $10.

2. The Fidelity Go® program advisory fee is calculated and charged at the account level.

Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Fidelity Go® provides discretionary investment management for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Discretionary portfolio management services provided by Strategic Advisers LLC (Strategic Advisers), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, Strategic Advisers, FBS and NFS are Fidelity Investments companies.

Fidelity, Fidelity Investments, the Fidelity Investments and pyramid design logo, Fidelity Go and Fidelity Flex are registered trademarks of FMR LLC.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

Sours: https://www.fidelity.com/managed-accounts/fidelity-go/overview
Build Your Portfolio - Fidelity

Separately Managed Accounts

1. To enroll in Fidelity® Strategic Disciplines or the BlackRock Diversified Income Portfolio of Fidelity® Wealth Services, 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 $250,000 invested in eligible Fidelity account(s) would typically qualify). For details, review the Program Fundamentals available online or through a representative.

2.

​Tax-smart (i.e., tax-sensitive) investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client's account should be bought or sold. Assets contributed may be sold for a taxable gain or loss at any time. There are no guarantees as to the effectiveness of the tax-smart investing techniques applied in serving to reduce or minimize a client's overall tax liabilities, or as to the tax results that may be generated by a given transaction. ​​

3. The advisory fee does not cover charges resulting from trades effected with or through broker-dealers other than affiliates of Fidelity Investments, mark-ups or mark-downs by broker-dealers, transfer taxes, exchange fees, regulatory fees, odd-lot differentials, handling charges, electronic fund and wire transfer fees, or any other charges imposed by law or otherwise applicable to your account. You will also incur underlying expenses associated with the investment vehicles selected.

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Eligible assets include those invested through Fidelity® Wealth Services, Fidelity® Strategic Disciplines, or a combination of both registered as an individual account, a joint account, or certain types of revocable trusts. Assets in other registration types, such as irrevocable trusts, partnerships, or LLCs, will not be included when determining program eligibility. Fidelity Rewards is not offered as a component of any advisory service or program through Fidelity, including, without limitation, Fidelity® Wealth Services and Fidelity® Strategic Disciplines. While there are no program enrollment fees, eligible accounts are charged an advisory fee.

5. You may be eligible to earn additional Points on eligible Net Purchases, in addition to the Points you may earn in the Fidelity® Rewards Visa Signature® Card Program if you qualify and are registered into the Fidelity Rewards+ program. Earn up to 2% cash back on purchases when you use your Fidelity Rewards Visa Signature Card and earn up to an additional 1% as a participant in the Fidelity Rewards+® program for Wealth Management clients. Eligibility and applicability of the additional Points are determined by Fidelity Brokerage Services, LLC. Fidelity Rewards Visa Signature Card Program, managed by Elan Financial Services, and Fidelity Rewards+, managed by Fidelity, are separate programs. Full details for the Fidelity Rewards+ program appear in the Fidelity Rewards+ Terms and Conditions and in the Program Rules for Fidelity Rewards Visa Signature Card Program.

"Highest cash back" claim based on research conducted in December 2020 by Competiscan, LLC of publicly available consumer cash back credit card offers, excluding those with an annual fee, category restrictions, or requirements that cash back be used only as a statement credit.

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Fidelity waives commissions for all online options trades. In addition, the $0.65 per contract fee for Fidelity Rewards+ customers is waived on up to 100,000 contracts. This waiver is limited to 100 trades per year for the Gold tier, 250 trades per year for the Platinum tier, and unlimited trades per year for the Platinum Plus tier. All tiers are subject to the 100,000 contract limit. Note that an Options Regulatory Fee (from $0.03 to $0.05 per contract) will apply to both buy and sell transactions and that sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal). All non-Fidelity regulatory fees are subject to change.

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.

The third-party trademarks and service marks appearing herein are the property of their respective owners.

You could lose money by investing in a money market fund. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Before investing, always read a money market fund’s prospectus for policies specific to that fund.

For taxable accounts, Fidelity® Equity-Income Strategy, Fidelity® International Equity Strategy and Fidelity® U. S. Large Cap Equity Strategy may apply tax-sensitive investment management techniques (including tax-loss harvesting) are applied on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client's account should be bought or sold. With this discretionary investment management service, any assets contributed to an investor's account that the portfolio manager does not elect to retain may be sold at any time after contribution. An investor may have a gain or loss when assets are sold.

Clients in our separately managed accounts are responsible for all tax liabilities arising from transactions in their accounts, for the adequacy and accuracy of any positions taken on tax returns, for the actual filing of tax returns, and for the remittance of tax payments to taxing authorities.

An SMA is not intended to provide a complete investment program. You are responsible for appropriate diversification of assets held outside your SMA.

The S&P 500® Index is an unmanaged, market capitalization–weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance.

MSCI EAFE Index (Net MA Tax) is an unmanaged, market capitalization–weighted index that is designed to measure the investable equity market performance for global investors in developed markets, excluding the U.S. and Canada. Index returns are adjusted for tax withholding rates applicable to U.S.-based mutual funds organized as Massachusetts business trusts.

You cannot invest directly in an index. Securities indexes are not subject to fees and expenses typically associated with managed accounts.

Generally, among asset classes, stocks are more volatile than bonds or short-term instruments and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Although the bond market is also volatile, lower-quality debt securities including leveraged loans generally offer higher yields compared to investment grade securities, but also involve greater risk of default or price changes. Foreign markets can be more volatile than U.S. markets due to increased risks of adverse issuer, political, market or economic developments, all of which are magnified in emerging markets.

The municipal market can be affected by adverse tax, legislative or political changes and the financial condition of the issuers of municipal securities. Interest income generated by municipal bonds is generally expected to be exempt from federal income taxes and, if the bonds are held by an investor resident in the state of issuance, state and local income taxes. Such interest income may be subject to federal and/or state alternative minimum taxes. Investing in municipal bonds for the purpose of generating tax-exempt income may not be appropriate for investors in all tax brackets. Generally, tax-exempt municipal securities are not appropriate holdings for tax advantaged accounts such as IRAs and 401(k)s.

The Blackrock Diversified Income Portfolio is an optional investment strategy offered as a component of Fidelity Wealth Services (the "Program"). Fidelity Personal and Workplace Advisors LLC is the sponsor of the program and Strategic Advisers LLC is the portfolio manager for BlackRock Diversified Income Portfolio Program accounts. BlackRock Investment Management, LLC provides models to Strategic Advisers.

BlackRock Investment Management, LLC (BlackRock) is an independent entity which is not legally affiliated with any Fidelity Investments company. Strategic Advisers is the portfolio manager for Fidelity® Wealth Services accounts investing in the BlackRock Diversified Income Portfolio and implements trades for the accounts based on the model portfolio of investments it receives from BlackRock. Strategic Advisers may select investments for an account that differ from BlackRock's model.

Fidelity® Strategic Disciplines is an advisory service offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Fidelity® Strategic Disciplines includes the Breckinridge Intermediate Municipal Strategy, the Fidelity® Equity-Income Strategy, the Fidelity® U.S. Large Cap Equity Strategy, the Fidelity® International Equity Strategy, the Fidelity® Tax-Managed International Equity Index Strategy, the Fidelity® Tax-Managed U.S. Equity Index Strategy, the Fidelity® Intermediate Municipal Strategy and the Fidelity® Core Bond Strategy. Fidelity® Wealth Services is an advisory service offered by FPWA or Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Nondeposit investment products and trust services offered by FPTC and its affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FPTC, FBS and NFS are Fidelity Investments companies. These advisory services are provided for a fee.

FPWA has engaged Breckinridge Capital Advisors, Inc. to provide the day-to-day discretionary portfolio management of Breckinridge Intermediate Municipal Strategy accounts, including investment selection and trade execution, subject to FPWA's oversight. Breckinridge is an independent registered investment adviser and is not affiliated with any Fidelity Investments company.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

Sours: https://www.fidelity.com/managed-accounts/separately-managed-accounts/overview

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Fidelity launches suite of managed portfolios

Fidelity launches suite of managed portfolios

Fidelity Investments announced today the launch of Fidelity Managed Portfolios, a suite of six risk-targeted fund-of-fund wrap portfolios that offer Canadian investors more choices, global opportunities and access to unique sectors.

Fidelity’s Managed Portfolios strategically invest in a combination of equities and fixed income securities, providing full diversification across asset classes, geography and sectors. The portfolios are available to financial advisors and investors on April 18.

“Fidelity Managed Portfolios are differentiated from others in the marketplace because they offer investors a range of global portfolio solutions and include access to unique sectors such as global real estate and currency-neutral global fixed income,” said Darren Farkas, vp, product solutions, Fidelity Investments Canada, in a news release. “Investors can also benefit from Fidelity’s extensive range of tax-efficient solutions and enhanced reporting capabilities.”

These new portfolios build on Fidelity’s successful suite of wrap solutions including Fidelity ClearPath Retirement Portfolios (lifecycle solutions) and Fidelity ClearPlan Custom Fund Portfolios (customizable wrap solutions).

All of the Fidelity Managed Portfolios invest in a mix of Canadian, U.S. and international equities and bonds including global real estate. There are six portfolios that meet the full range of investors’ needs, risk tolerances and investment criteria.

Fidelity Income Portfolio is for the investor who needs income today, while at the same time is looking for some long-term capital appreciation. This investor typically has a low-to-moderate risk tolerance.

Fidelity Global Income Portfolio offers investors with a low-to- moderate risk tolerance a regular income stream from a geographically diverse portfolio.

Fidelity Balanced Portfolio offers investors a combination of capital preservation and growth potential with moderate risk levels.

Fidelity Global Balanced Portfolio is for the investor who desires a balanced approach to investing with a global bias. This portfolio also assumes a moderate level of risk to achieve its goals.

Fidelity Growth Portfolio offers balanced exposure to both Canadian and global markets with strong growth potential. This portfolio is for the investor that is typically willing to take on a moderate-to-high level of risk to achieve their goals.

Fidelity Global Growth Portfolio capitalizes on the rapid pace of growth around the world. This portfolio is for the investor with a moderate-to-high risk tolerance looking for global growth potential.

The Portfolios are managed by Fidelity’s asset allocation team, led by co-portfolio managers — Mark Friebel and Mariana Egan. The team uses Fidelity’s proven proprietary asset allocation process to achieve optimal portfolios based on forward looking risk/return expectations.

Along with asset allocation and diversification, Fidelity Managed Portfolios offer investors regular rebalancing and daily monitoring of risk and return characteristics to ensure the portfolios consistently meet their investment objectives. Investors also receive access to enhanced reporting to monitor on-going investment needs and performance.

All six Fidelity Managed Portfolios are offered in both capital class versions within Fidelity’s Capital Structure as well as within Fidelity’s Tax-efficient Systematic Withdrawal Plan (T-SWP). For investors looking for tax-efficient savings, they should consider Fidelity Capital Structure, a non-registered product offering that provides the “registered plan advantage” of maximized compound growth potential through the deferral of capital gains taxes. For investors interested in tax-efficient cash flow streams, Fidelity’s T-SWP 5% or 8% options offer income solutions for non-registered assets.

The financial advisor plays an instrumental role in the investment decision process by using Fidelity’s Investor Profile Questionnaire, Investment Policy Statement and enhanced reporting to customize the solution for their clients. Fidelity Managed Portfolios are a single ticket solution with a $25,000 minimum investment required for all portfolios.

Sours: https://www.investmentexecutive.com/news/products/fidelity-launches-suite-of-managed-portfolios/


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