Fidelity Investments
In the vast majority of employer plans, Fidelity’s uncommonly diverse array of funds covering a very wide range of asset classes and market sectors provides an excellent foundation for the implementation of this type of investment methodology. A broad selection of funds in various asset classes encompassing domestic, foreign, and emerging market equities and a varied selection of bond funds provide opportunities for very effective diversification as well as the ability to target specific areas of potential opportunity.
All strategies are developed based upon careful assessment of the specific set of fund options offered by each employer plan. Morningstar Snapshots® showing detailed portfolio data for representative examples of each strategy are available upon request.
Review our Fact Sheet for more information.
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