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ACTIVE ETF INVESTING
Putting Fidelity active ETFs to work
Investing hurdles such as balancing growth and protection, tackling inflation, and attaining diversification persist—but innovations have emerged. Active ETFs are turning obstacles into opportunities.
Tackling investing's biggest challenges
Turn challenges into opportunities with Fidelity active ETFs.
Capital appreciation
History tells us that companies with strong earnings growth tend to outperform,1 making growth-focused strategies a powerful tool for building a stronger financial future.
Income
With income-generating investments investors can generate a reliable income source, build resilience in their portfolio, and help strengthen their overall financial foundation.
Outpacing inflation
Whether it's saving for retirement, funding education, or building a legacy, inflation stands in the way of achieving important goals. Choosing the right investments can help outpace inflation and preserve financial stability.
Diversification
Investors can help minimize volatility, stabilize returns, and be better positioned for long-term growth by adding the diversification benefits of dynamic fixed income to their portfolio.
Downside protection
Downside protection plays a key role in reducing the impact of market downturns. Learn more about strategies designed to help limit losses and support a more efficient recovery when markets rebound.
Active ETFs: Driving innovation in Fidelity model portfolios
Blending active expertise and passive efficiency to optimize risk-adjusted returns across our suite of portfolios.
Fidelity Target Allocation ETF Model Portfolios
These model portfolios, comprised of active and passive ETFs, seek to provide enhanced risk-adjusted return across the risk spectrum. Constructed with an open architecture approach, these models utilize ETFs from Fidelity and other third-party asset managers.
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Fidelity Target Risk ETF Model Portfolios
These model portfolios seek to provide enhanced risk-adjusted total return across the risk spectrum and use a blend of active and passive ETFs from Fidelity and third-party asset managers.
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FEATURE TOOL
Fidelity Portfolio Quick Check®
Analyze, compare, and optimize your investment strategy in minutes with our free on-demand digital portfolio analysis tool.
Want to know more?
Get the details on Fidelity's active ETF lineup and let us know if you'd like to schedule a meeting to discuss building better portfolios with active ETFs.
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1 Source: Fidelity Investments and FactSet, as of December 31, 2023.
Diversification does not ensure a profit or guarantee against a loss.
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses.
Investing involves risk, including risk of loss. Past performance is no guarantee of future results.
Fidelity Portfolio Quick Check® (PQC) is provided to investment professionals by Fidelity Distributors Company LLC ("FDC") and may be made available by FDC, Fidelity Brokerage Services LLC, or National Financial Services LLC, Members NYSE/SIPC.
There is no guarantee that a factor-based investing strategy will enhance performance or reduce risk. Before investing, make sure you understand how the fund’s factor investment strategy may differ from more traditional index products. Depending on market conditions, fund performance may underperform compared to products that seek to track a more traditional index. The return of an index ETF is usually different from that of the index it tracks because of fees, expenses, and tracking error. An ETF may trade at a premium or discount to its Net Asset Value (NAV).
Fidelity Model Portfolios ("Models") are made available to financial intermediaries on a non-discretionary basis by Fidelity Institutional Wealth Adviser LLC ("FIWA"), a registered investment adviser, or by Fidelity Distributors Company LLC ("FDC"), a registered broker-dealer, (collectively "Fidelity"). Fidelity is not acting as a fiduciary or in any advisory capacity in providing this information. The information is designed to be utilized by you solely as a resource, along with other potential sources, in providing advisory services to your clients. You are solely responsible for determining whether the Models, and the investment products included in the Models are appropriate and suitable for you to base a recommendation or provide advice to any end investor about the potential use of the Models.
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