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Asset allocation capabilities that are designed to help achieve a variety of investment goals
Trusted provider with over 25 years of experience managing asset allocation strategies
$413 billion asset allocation assets under management1
Pioneer and innovator of target date investing since 1996
Wide range of solutions designed to meet the needs of your clients
Target date, target risk, managed allocation, income/real return
Supported by one of the largest dedicated research teams in the industry
- Clients can benefit from asset allocation, manager and stock selection
- 69 investment professionals including 32 dedicated research professionals1
Featured Resources
Featured Strategies
Target Date: Index
Investing primarily in passively managed funds, these funds invest in a mix of equity bonds and short-term assets that gradually become more conservative over time based on the target date.
Target Date: Sustainable
Investing primarily in dedicated sustainable funds, these funds invest in a mix of equity bonds and short-term assets that gradually become more conservative over time based on the target date.
Video Library and Related Commentary content feature the most recent content related to the asset class. Featured presenters and authors may not be directly associated with the products listed on this webpage.
- Commodity interest trading involves substantial risk of loss. Past performance is no guarantee of future results.
- 1. FMR LLC and FI, as of 9/30/2022. Data is unaudited. These figures reflect the resources of FMR LLC, a U.S. company, and its subsidiaries. Assets under management include mutual fund, trust, and other assets, including subadvised mutual funds, stable value products, partnerships, and state cash pools. Investment professionals include research analysts, research associates, traders and investment others.
- Alternative funds seek to accomplish the fund's objectives through non-traditional investment strategies that offer exposure beyond traditional stocks, bonds, and cash. Alternative funds may not perform as intended in various market conditions or market scenarios. There can be no assurance that an alternative fund's stated objectives will be met.
- Target date portfolios are designed to help achieve the retirement objectives of a large percentage of individuals, but the stated objectives may not be entirely applicable to all investors due to varying individual circumstances, including retirement savings plan contribution limitations.
- In general the bond market is volatile, and fixed-income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed-income securities also carry inflation, credit, and default risks for both issuers and counterparties.
- Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.
- Investing involves risk, including risk of loss. You may gain or lose money over time. See individual fund pages for fund-specific risks.
- Neither asset allocation nor diversification ensures a profit or guarantees against loss.