Fidelity Bond Income Model Portfolio

Clients who are moderately risk tolerant and seeking income may benefit from this model, which focuses on investment-grade and high-yield bond underlying products. This model is constructed with an open architecture approach with investment vehicles both from Fidelity and other third-party asset managers.

Strategy details
Strategy details

Style: Blend of active & passive funds

Fund Universe: Fidelity mutual funds, Fidelity ETFs, third-party ETFs, and a core Fidelity Money Market Fund

Model Reallocation:1 January & July

Fidelity Multi-Asset Income Model Portfolio

Clients who are risk-tolerant and seeking a high level of income may benefit from this model, which is constructed with a multi-asset class approach, including fixed income and equity income strategies. With investment vehicles from Fidelity and other third-party asset managers, this model is designed with an open architecture approach. 

Strategy details
Strategy details

Style: Blend of active & passive funds 

Fund Universe: Fidelity mutual funds, Fidelity ETFs, third-party ETFs, and a core Fidelity Money Market Fund

Model Reallocation:1 January & July

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