Fidelity Model Portfolios

Accessing Fidelity's powerful portfolio management capabilities, our model portfolios can help you manage investments effectively so you can add value for your clients in other ways.

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High-quality investment management at a low cost. Less time managing portfolios, more time with clients.

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Increase your focus on goal-based planning. Provide access to consistent, institutional-quality investment management.

Diversified, core portfolios that can be aligned to a client's level of risk.

Fidelity Target Allocation Model Portfolios

  • Designed to provide enhanced risk-adjusted total return across the risk spectrum

  • Seeks to enhance total return through fund selection

  • Diversifies across asset classes and sub-asset classes

Model Allocation Mix

30% 50% 6% 14% 15% 45% 12% 28% 5% 35% 42% 18% 5% 25% 21% 49% 1% 25% 60% 14% Conservative RISK PROFILE SPECTRUM Growth Domestic Equities International Equities Bonds Short-Term 20% | 80% 40% | 60% 60% | 40% 70% | 30% 85% | 15%

Fidelity Target Allocation Index-Focused Model Portfolios

  • Designed to provide risk-adjusted total return across the risk spectrum

  • Seeks to minimize cost and tracking error

  • Diversifies across asset classes and sub-asset classes

Model Allocation Mix

30% 50% 6% 14% 15% 45% 12% 28% 5% 35% 42% 18% 5% 25% 21% 49% 1% 25% 60% 14% Conservative RISK PROFILE SPECTRUM Growth Domestic Equities International Equities Bonds Short-Term 20% | 80% 40% | 60% 60% | 40% 70% | 30% 85% | 15%

Fidelity Multi-Asset Business Cycle Model Portfolio

  • Designed to provide enhanced risk-adjusted returns through a dynamic investment approach

  • Tilts exposures to the major asset classes and sectors based on shifts in the business cycle

  • Provides the diversification benefits of 60/40 multi-asset class portfolio construction

  • Flexible use of either active or passive investments

Model Allocation Mix

5% 35% 36% 24% Domestic Equities International Equities Bonds Short-Term

Model portfolios designed to generate a high level of income in a client's portfolio.

Fidelity Bond Income Model Portfolios

  • Designed to provide a high level of income

  • Looks beyond standard deviation in seeking to manage risk

  • Focuses on investment grade and high yield fixed income sectors

  • Diverse investment universe including ETFs

Model Allocation Mix

2% 98% Domestic Equities International Equities Bonds Short-Term

Fidelity Multi-Asset Income Model Portfolios

  • Designed to provide a high level of income

  • Looks beyond standard deviation in seeking to manage risk

  • Invests in fixed income sectors and equity income strategies

  • Diverse investment universe including ETFs

Model Allocation Mix

5% 55% 28% 12% Domestic Equities International Equities Bonds Short-Term

Fidelity U.S. Equity Income Factor ETF Model Portfolio

  • Seeks to provide targeted income generation, which may benefit clients in or approaching retirement

  • Diversifies across factors

  • Uses Fidelity Factor ETFs, which apply a proprietary, integrated quantitative and fundamental research approach

Model Allocation Mix

2% 98% Domestic Equities International Equities Bonds Short-Term

Model portfolios designed to serve as or complement the equity portion of a client's portfolio.

Fidelity Sector Equity Business Cycle Model Portfolio

  • Designed to provide enhanced risk-adjusted returns through a dynamic investment approach

  • Tilts exposures to sectors and industry groups based on shifts in the business cycle

  • Industry group-level investment vehicles provide the opportunity to make targeted and cyclical allocations

  • Open architecture with flexibility to emphasize active or passive investments

Model Allocation Mix

2% 98% Domestic Equities International Equities Bonds Short-Term

Fidelity U.S. Equity Defensive Factor ETF Model Portfolio

  • Designed to help reduce risk and lower volatility, which may help clients who are more sensitive to market downturns

  • Diversifies across factors

  • Uses Fidelity Factor ETFs, which apply a proprietary, integrated quantitative and fundamental research approach

Model Allocation Mix

2% 98% Domestic Equities International Equities Bonds Short-Term

Fidelity U.S. Equity Factor ETF Model Portfolio

  • Seeks to provide enhanced risk-adjusted returns for clients looking for capital appreciation

  • Diversifies across factors

  • Uses Fidelity Factor ETFs, which apply a proprietary, integrated quantitative and fundamental research approach

Model Allocation Mix

2% 98% Domestic Equities International Equities Bonds Short-Term

Fidelity U.S. Equity Income Factor ETF Model Portfolio

  • Seeks to provide targeted income generation, which may benefit clients in or approaching retirement

  • Diversifies across factors

  • Uses Fidelity Factor ETFs, which apply a proprietary, integrated quantitative and fundamental research approach

Model Allocation Mix

2% 98% Domestic Equities International Equities Bonds Short-Term
 
 

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