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Fund Manager Profile: Geoff Stein
Name:
Education:
Geoff
Stein
- M.B.A., Stanford University - Stanford Graduate School of Business, 1988
- B.A., Yale University, 1984
Currently Managing
| Fund Name | Management Role | Date |
|---|
Previously Managing
| Fund Name | Management Role | Date |
|---|---|---|
| VIP FundsManager 30% Portfolio - Service Class | Co-Manager | 04/13/2023 to 10/31/2023 |
| VIP FundsManager 40% Portfolio - Service Class | Co-Manager | 04/13/2023 to 10/31/2023 |
| VIP FundsManager 40% Portfolio - Investor Class | Co-Manager | 04/13/2023 to 10/31/2023 |
| VIP FundsManager 30% Portfolio - Investor Class | Co-Manager | 04/13/2023 to 10/31/2023 |
| VIP FundsManager 40% Portfolio - Service Class 2 | Co-Manager | 04/13/2023 to 10/31/2023 |
| VIP FundsManager 30% Portfolio - Service Class 2 | Co-Manager | 04/13/2023 to 10/31/2023 |
| Fidelity Health Savings Fund - Class K | Co-Manager | 03/02/2020 to 04/30/2023 |
| Fidelity Health Savings Index Fund | Co-Manager | 03/02/2020 to 04/30/2023 |
| Fidelity Health Savings Fund | Co-Manager | 03/02/2020 to 04/30/2023 |
| VIP FundsManager 60% Portfolio - Service Class | Primary Manager | 07/20/2017 to 06/28/2019 |
| VIP FundsManager 60% Portfolio - Service Class 2 | Primary Manager | 07/20/2017 to 06/28/2019 |
| Fidelity Advisor Global Strategies Fund - Class A | Primary Manager | 07/20/2017 to 04/27/2018 |
| Fidelity Advisor Global Strategies Fund - Class B | Primary Manager | 07/20/2017 to 04/27/2018 |
| Fidelity Advisor Global Strategies Fund - Class C | Primary Manager | 07/20/2017 to 04/27/2018 |
| Fidelity Advisor Global Strategies Fund - Class M | Primary Manager | 07/20/2017 to 04/27/2018 |
| Fidelity Advisor Global Strategies Fund - Class I | Primary Manager | 07/20/2017 to 04/27/2018 |
| Fidelity Global Strategies Fund | Primary Manager | 07/20/2017 to 04/27/2018 |
| VIP Target Volatility Portfolio - Service Class | Primary Manager | 07/20/2017 to 06/28/2019 |
| VIP Target Volatility Portfolio - Service Class 2 | Primary Manager | 07/20/2017 to 06/28/2019 |
| VIP FundsManager 20% Portfolio - Investor Class | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP FundsManager 20% Portfolio - Investor Class | Co-Manager | 07/20/2017 to 10/31/2023 |
| VIP FundsManager 20% Portfolio - Service Class | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP FundsManager 20% Portfolio - Service Class | Co-Manager | 07/20/2017 to 10/31/2023 |
| VIP FundsManager 20% Portfolio - Service Class 2 | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP FundsManager 20% Portfolio - Service Class 2 | Co-Manager | 07/20/2017 to 10/31/2023 |
| VIP FundsManager 50% Portfolio - Investor Class | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP FundsManager 50% Portfolio - Investor Class | Co-Manager | 07/20/2017 to 10/31/2023 |
| VIP FundsManager 50% Portfolio - Service Class | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP FundsManager 50% Portfolio - Service Class | Co-Manager | 07/20/2017 to 10/31/2023 |
| VIP FundsManager 50% Portfolio - Service Class 2 | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP FundsManager 50% Portfolio - Service Class 2 | Co-Manager | 07/20/2017 to 10/31/2023 |
| VIP FundsManager 70% Portfolio - Investor Class | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP FundsManager 70% Portfolio - Investor Class | Co-Manager | 07/20/2017 to 10/31/2023 |
| VIP FundsManager 70% Portfolio - Service Class | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP FundsManager 70% Portfolio - Service Class | Co-Manager | 07/20/2017 to 10/31/2023 |
| VIP FundsManager 70% Portfolio - Service Class 2 | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP FundsManager 70% Portfolio - Service Class 2 | Co-Manager | 07/20/2017 to 10/31/2023 |
| VIP FundsManager 85% Portfolio - Investor Class | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP FundsManager 85% Portfolio - Investor Class | Co-Manager | 07/20/2017 to 10/31/2023 |
| VIP FundsManager 85% Portfolio - Service Class | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP FundsManager 85% Portfolio - Service Class | Co-Manager | 07/20/2017 to 10/31/2023 |
| VIP FundsManager 85% Portfolio - Service Class 2 | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP FundsManager 85% Portfolio - Service Class 2 | Co-Manager | 07/20/2017 to 10/31/2023 |
| VIP FundsManager 60% Portfolio - Investor Class | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP FundsManager 60% Portfolio - Investor Class | Co-Manager | 07/20/2017 to 10/31/2023 |
| VIP FundsManager 60% Portfolio - Service Class | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP FundsManager 60% Portfolio - Service Class | Co-Manager | 07/20/2017 to 10/31/2023 |
| VIP FundsManager 60% Portfolio - Service Class 2 | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP FundsManager 60% Portfolio - Service Class 2 | Co-Manager | 07/20/2017 to 10/31/2023 |
| VIP Target Volatility Portfolio - Service Class | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP Target Volatility Portfolio - Service Class | Co-Manager | 07/20/2017 to 04/30/2023 |
| VIP Target Volatility Portfolio - Service Class 2 | Co-Manager | 07/20/2017 to 01/01/2018 |
| VIP Target Volatility Portfolio - Service Class 2 | Co-Manager | 07/20/2017 to 04/30/2023 |
| VIP FundsManager 20% Portfolio - Investor Class | Primary Manager | 07/20/2017 to 06/28/2019 |
| VIP FundsManager 20% Portfolio - Service Class | Primary Manager | 07/20/2017 to 06/28/2019 |
| VIP FundsManager 20% Portfolio - Service Class 2 | Primary Manager | 07/20/2017 to 06/28/2019 |
| VIP FundsManager 50% Portfolio - Investor Class | Primary Manager | 07/20/2017 to 06/28/2019 |
| VIP FundsManager 50% Portfolio - Service Class | Primary Manager | 07/20/2017 to 06/28/2019 |
| VIP FundsManager 50% Portfolio - Service Class 2 | Primary Manager | 07/20/2017 to 06/28/2019 |
| VIP FundsManager 70% Portfolio - Investor Class | Primary Manager | 07/20/2017 to 06/28/2019 |
| VIP FundsManager 70% Portfolio - Service Class | Primary Manager | 07/20/2017 to 06/28/2019 |
| VIP FundsManager 70% Portfolio - Service Class 2 | Primary Manager | 07/20/2017 to 06/28/2019 |
| VIP FundsManager 85% Portfolio - Investor Class | Primary Manager | 07/20/2017 to 06/28/2019 |
| VIP FundsManager 85% Portfolio - Service Class | Primary Manager | 07/20/2017 to 06/28/2019 |
| VIP FundsManager 85% Portfolio - Service Class 2 | Primary Manager | 07/20/2017 to 06/28/2019 |
| VIP FundsManager 60% Portfolio - Investor Class | Primary Manager | 07/20/2017 to 06/28/2019 |
| ABLE Money Market Portfolio | Primary Manager | 04/18/2017 to 04/27/2018 |
| ABLE Aggressive Growth 85% Portfolio | Co-Manager | 04/18/2017 to 01/01/2024 |
| ABLE Income 30% Portfolio | Primary Manager | 04/18/2017 to 04/27/2018 |
| ABLE Moderate Income 40% Portfolio | Primary Manager | 04/18/2017 to 04/27/2018 |
| ABLE Balanced 50% Portfolio | Primary Manager | 04/18/2017 to 04/27/2018 |
| ABLE Moderate Growth 60% Portfolio | Primary Manager | 04/18/2017 to 04/27/2018 |
| ABLE Growth 70% Portfolio | Primary Manager | 04/18/2017 to 04/27/2018 |
| ABLE Aggressive Growth 85% Portfolio | Primary Manager | 04/18/2017 to 04/27/2018 |
| ABLE Money Market Portfolio | Co-Manager | 04/18/2017 to 01/01/2024 |
| ABLE Conservative Income 20% Portfolio | Co-Manager | 04/18/2017 to 01/01/2024 |
| ABLE Income 30% Portfolio | Co-Manager | 04/18/2017 to 01/01/2024 |
| ABLE Moderate Income 40% Portfolio | Co-Manager | 04/18/2017 to 01/01/2024 |
| ABLE Balanced 50% Portfolio | Co-Manager | 04/18/2017 to 01/01/2024 |
| ABLE Moderate Growth 60% Portfolio | Co-Manager | 04/18/2017 to 01/01/2024 |
| ABLE Growth 70% Portfolio | Co-Manager | 04/18/2017 to 01/01/2024 |
| ABLE Conservative Income 20% Portfolio | Primary Manager | 04/18/2017 to 04/27/2018 |
| Fidelity Stock Selector Fund | Co-Primary | 11/01/2009 to 07/19/2017 |
| Fidelity Stock Selector Fund - Class K | Co-Primary | 11/01/2009 to 07/19/2017 |
| Fidelity Advisor Stock Selector Fund - Class A | Co-Primary | 11/01/2009 to 07/19/2017 |
| Fidelity Advisor Stock Selector All Cap Fund - Class B | Co-Primary | 11/01/2009 to 07/19/2017 |
| Fidelity Advisor Stock Selector Fund - Class C | Co-Primary | 11/01/2009 to 07/19/2017 |
| Fidelity Advisor Stock Selector Fund - Class M | Co-Primary | 11/01/2009 to 07/19/2017 |
| Fidelity Advisor Stock Selector Fund - Class I | Co-Primary | 11/01/2009 to 07/19/2017 |
| Fidelity Advisor Stock Selector Fund - Class Z | Co-Primary | 11/01/2009 to 07/19/2017 |
| Fidelity Stock Selector Fund | Lead Manager | 11/01/2009 to 09/18/2020 |
| Fidelity Stock Selector Fund - Class K | Lead Manager | 11/01/2009 to 09/18/2020 |
| Fidelity Advisor Stock Selector Fund - Class A | Lead Manager | 11/01/2009 to 09/18/2020 |
| Fidelity Advisor Stock Selector All Cap Fund - Class B | Lead Manager | 11/01/2009 to 09/18/2020 |
| Fidelity Advisor Stock Selector Fund - Class C | Lead Manager | 11/01/2009 to 09/18/2020 |
| Fidelity Advisor Stock Selector Fund - Class M | Lead Manager | 11/01/2009 to 09/18/2020 |
| Fidelity Advisor Stock Selector Fund - Class I | Lead Manager | 11/01/2009 to 09/18/2020 |
| Fidelity Advisor Stock Selector Fund - Class Z | Lead Manager | 11/01/2009 to 09/18/2020 |
| Fidelity Stock Selector Fund | Primary Manager | 11/01/2009 to 02/06/2023 |
| Fidelity Stock Selector Fund - Class K | Primary Manager | 11/01/2009 to 02/06/2023 |
| Fidelity Advisor Stock Selector Fund - Class A | Primary Manager | 11/01/2009 to 02/06/2023 |
| Fidelity Advisor Stock Selector All Cap Fund - Class B | Primary Manager | 11/01/2009 to 02/06/2023 |
| Fidelity Advisor Stock Selector Fund - Class C | Primary Manager | 11/01/2009 to 02/06/2023 |
| Fidelity Advisor Stock Selector Fund - Class M | Primary Manager | 11/01/2009 to 02/06/2023 |
| Fidelity Advisor Stock Selector Fund - Class I | Primary Manager | 11/01/2009 to 02/06/2023 |
| Fidelity Advisor Stock Selector Fund - Class Z | Primary Manager | 11/01/2009 to 02/06/2023 |
| Fidelity Global Balanced Fund | Lead Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Global Balanced Fund - Class A | Lead Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Global Balanced Fund - Class B | Lead Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Global Balanced Fund - Class C | Lead Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Global Balanced Fund - Class M | Lead Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Global Balanced Fund - Class I | Lead Manager | 06/01/2009 to 04/27/2018 |
| VIP Asset Manager 50% Portfolio - Initial Class | Primary Manager | 06/01/2009 to 04/27/2018 |
| VIP Asset Manager 70% Portfolio - Initial Class | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Asset Manager 50% | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Asset Manager 70% | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Asset Manager 20% | Primary Manager | 06/01/2009 to 04/27/2018 |
| VIP Asset Manager 50% Portfolio - Service Class | Primary Manager | 06/01/2009 to 04/27/2018 |
| VIP Asset Manager 70% Portfolio - Service Class | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Asset Manager 85% | Primary Manager | 06/01/2009 to 04/27/2018 |
| VIP Asset Manager 70% Portfolio - Service Class 2 | Primary Manager | 06/01/2009 to 04/27/2018 |
| VIP Asset Manager 50% Portfolio - Service Class 2 | Primary Manager | 06/01/2009 to 04/27/2018 |
| VIP Asset Manager 50% Portfolio - Investor Class | Primary Manager | 06/01/2009 to 04/27/2018 |
| VIP Asset Manager 70% Portfolio - Investor Class | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 20% - Class A | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 20% - Class B | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 20% - Class C | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 20% - Class M | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 20% - Class I | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 50% - Class A | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 50% - Class B | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 50% - Class C | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 50% - Class M | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 50% - Class I | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 85% - Class A | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 85% - Class B | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 85% - Class C | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 85% - Class M | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 85% - Class I | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 30% - Class A | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 30% - Class B | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 30% - Class C | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 30% - Class M | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 30% - Class I | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 40% - Class A | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 40% - Class B | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 40% - Class C | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 40% - Class M | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 40% - Class I | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 60% - Class A | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 60% - Class B | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 60% - Class C | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 60% - Class M | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 60% - Class I | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Asset Manager 30% | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Asset Manager 40% | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Asset Manager 60% | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 70% - Class A | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 70% - Class B | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 70% - Class C | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 70% - Class M | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 70% - Class I | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 20% - Class Z | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 50% - Class Z | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 30% - Class Z | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 40% - Class Z | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 60% - Class Z | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 70% - Class Z | Primary Manager | 06/01/2009 to 04/27/2018 |
| Fidelity Advisor Asset Manager 85% - Class Z | Primary Manager | 06/01/2009 to 04/27/2018 |
| VIP Asset Manager 50% Portfolio - Initial Class | Co-Manager | 06/01/2009 to 10/31/2023 |
| VIP Asset Manager 70% Portfolio - Initial Class | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Asset Manager 50% | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Asset Manager 70% | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Asset Manager 20% | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Global Balanced Fund | Co-Manager | 06/01/2009 to 12/04/2015 |
| VIP Asset Manager 50% Portfolio - Service Class | Co-Manager | 06/01/2009 to 10/31/2023 |
| VIP Asset Manager 70% Portfolio - Service Class | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Asset Manager 85% | Co-Manager | 06/01/2009 to 10/31/2023 |
| VIP Asset Manager 70% Portfolio - Service Class 2 | Co-Manager | 06/01/2009 to 10/31/2023 |
| VIP Asset Manager 50% Portfolio - Service Class 2 | Co-Manager | 06/01/2009 to 10/31/2023 |
| VIP Asset Manager 50% Portfolio - Investor Class | Co-Manager | 06/01/2009 to 10/31/2023 |
| VIP Asset Manager 70% Portfolio - Investor Class | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 20% - Class A | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 20% - Class B | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 20% - Class C | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 20% - Class M | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 20% - Class I | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 50% - Class A | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 50% - Class B | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 50% - Class C | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 50% - Class M | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 50% - Class I | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 85% - Class A | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 85% - Class B | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 85% - Class C | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 85% - Class M | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 85% - Class I | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 30% - Class A | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 30% - Class B | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 30% - Class C | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 30% - Class M | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 30% - Class I | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 40% - Class A | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 40% - Class B | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 40% - Class C | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 40% - Class M | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 40% - Class I | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 60% - Class A | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 60% - Class B | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 60% - Class C | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 60% - Class M | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 60% - Class I | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Asset Manager 30% | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Asset Manager 40% | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Asset Manager 60% | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 70% - Class A | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 70% - Class B | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 70% - Class C | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 70% - Class M | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 70% - Class I | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Global Balanced Fund - Class A | Co-Manager | 06/01/2009 to 12/04/2015 |
| Fidelity Advisor Global Balanced Fund - Class B | Co-Manager | 06/01/2009 to 12/04/2015 |
| Fidelity Advisor Global Balanced Fund - Class C | Co-Manager | 06/01/2009 to 12/04/2015 |
| Fidelity Advisor Global Balanced Fund - Class M | Co-Manager | 06/01/2009 to 12/04/2015 |
| Fidelity Advisor Global Balanced Fund - Class I | Co-Manager | 06/01/2009 to 12/04/2015 |
| Fidelity Advisor Asset Manager 20% - Class Z | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 50% - Class Z | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 30% - Class Z | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 40% - Class Z | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 60% - Class Z | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 70% - Class Z | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Advisor Asset Manager 85% - Class Z | Co-Manager | 06/01/2009 to 10/31/2023 |
| Fidelity Series Broad Market Opportunities Fund | Co-Primary | 06/01/2009 to 05/31/2017 |
| Strategic Advisers International Fund | Co-Manager | 03/23/2006 to 03/02/2008 |
| Strategic Advisers Small-Mid Cap Fund | Co-Manager | 06/23/2005 to 03/02/2008 |