Tools & Calculators for Financial Advisors

Diagnostic resources that support your investment selection and risk management efforts

Portfolio Analysis Tools

Defined Contribution Tools

Evaluate Fidelity strategies against other top fund managers.

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Our Fidelity representatives are available to help you address new and existing client needs. In working with you, the team can assist with portfolio analysis, positioning of portfolio managers, investing strategies, and client meeting preparation.

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Third-party tools are provided for informational purposes only and are not intended to be, and should not be construed as, legal or tax advice or a legal opinion. Fidelity cannot guarantee that the information and content supplied in these tools is accurate, complete, or timely. Fidelity does not make any warranties with regard to these tools' information or content or the results obtained by their use. Fidelity disclaims any liability arising out of your use (or the results obtained from, interpretations made as a result of, or any tax position taken in reliance on information provided pursuant to, your use) of the information or content furnished in these tools. The third-party providers of these tools are not affiliated with Fidelity Investments.

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Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client's investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.

Before investing have your client consider the funds', variable investment products', or exchange traded products' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. Have your client read it carefully.

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