asset classes

Asset Allocation

Help your clients meet their goals with a full suite of innovative investment options.

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Put our extensive analytical, research, and management capabilities to work for your clients

Our lineup of target date, target risk, retirement income, and income/real return options gives you:

The expertise of a leading provider

We have over 25 years of experience managing asset allocation strategies.

The ability to target a variety of client needs

Our strategies span multiple client investment horizons and objectives.

The support of dedicated research teams

We have one of the largest asset allocation research teams in the industry.

Access a broad lineup of asset allocation solutions

Fidelity Advisor Freedom^® Blend Funds

A blended approach to target date investing.

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Fidelity Advisor Strategic Real Return Fund

A diversified, multi-asset class inflation protection solution.

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Mutual Funds

Build better portfolios with mutual funds tailored to meet your clients' needs.

Fidelity Advisor Funds

Fidelity Funds

Target Date Strategies

Target date investing is an integral part of what makes Fidelity the retirement industry leader.¹ To meet the varying needs of our clients and their employees Fidelity offers a choice of active, blend, and index target date series, all supported by our deep organizational resources.

Target Date Strategies

Institutional Strategies

Help meet evolving and complex client goals with our institutional strategies and vehicles.

Institutional Strategies

Variable Insurance Products

Designed for inclusion in annuity products and include a range of equity, sector, fixed income, and asset allocation portfolios.

Variable Insurance Products

Asset allocation insights & research

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Diving into the Issues that Shape Fidelity Target Date Funds

Insights and intelligence for retirement leaders.

INVESTING IDEAS

Is your "index" target date fund performing like its index?

Key considerations for establishing an index target date fund's composite benchmark and for managing the index TDF portfolio.

INVESTING IDEAS

Due Diligence Considerations When Selecting a Target Date Investment Strategy

Given the nature of their design, target date investments warrant a comprehensive evaluation approach.

Related resources

Flyer

FA Freedom Overview

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FA Asset Manager Fund Overview

Flyer

TD Freedom Index Funds Overview

Infographic

Target Date Participant Infographic

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1. Based on two surveys: The PLANSPONSOR magazine 2022 Recordkeeping Survey (© Asset International Inc.), based on defined contribution plan assets administered and number of participants of recordkeepers, as of 7/21/22; and Cerulli Associates’ The Cerulli Edge^®—U.S. Retirement Markets 2022 Edition, based on an industry survey of firms reporting total DC recordkept assets as of Q4 2021 and IRA assets administered for Q2 2022.

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Past performance is no guarantee of future results.

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