Fidelity Institutional Asset Management

 

Fidelity Institutional Asset Management

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List of Funds to Compare
X of 4 Funds

Prior to 3/24/17, Class M was named Class T.


Maximum Sales Charges
Class A - Front-end Charge Equity and Asset Allocation Funds Income and Real Estate Income Funds Except Those Noted to the Right

Floating Rate High Income, Limited Term Bond & Limited Term Muni Income Funds

Short Fixed-Income Fund
5.75% 4.00% 2.75% 1.50%

Class B shares were merged into Class A effective June 24, 2016.

Class C - Contingent Deferred Sales Charge (CDSC)

Effective 3/1/19, Fidelity Advisor Class C shares convert to Class A shares after year 10.


1.00% for shares held less than 12 months

Class M - Front-end Sales Charge

Equity and Asset Allocation Funds

Income and Real Estate Income Funds Except Those Noted to the Right

Floating Rate High Income, Limited Term Bond & Limited Term Muni Income Funds

Short Fixed-Income Fund

3.50%

4.00% 2.75% 1.50%
Class I No loads. No 12b-1 fees. Available through certain eligible intermediaries.
Class Z No loads. No 12b-1 fees. Available in eligible employer-sponsored retirement plans and managed accounts that charge an asset-based fee.
Class Z6 No loads. No 12b-1 fees. Available through intermediary-sold employer-sponsored retirement plans that use Fidelity and non-Fidelity recordkeeping platforms.


Funds listed under the "Domestic Equity" category have a majority of their assets invested in U.S. issuers, but may also invest in non-U.S. issuers.

FA Small Cap Value Fund is closed to new investors. FA Municipal Income 2015, FA Income Replacement 2016 and FA Income Replacement 2018 are closed to new accounts and additional purchases by existing shareholders.


Important Class A Performance Information


Important Class C Performance Information


Important Class I Performance Information


Important Class M Performance Information


Important Class Z/Z6 Performance Information


Important Investment Policy Changes


Click on fund name and go to fund information on the fund basics tab to see further important share class information.


From time to time, FDC or its affiliates may pay its representatives additional compensation if they meet certain targets related to sales of the Fidelity funds, which may be weighted at different rates. Furthermore, certain representatives may be considered product specialists and may receive compensation, which may be weighted at different rates, solely for the sales of specific types of funds in which they specialize.


 
 

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