Balanced Growth 80-20 Analysis
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Created: 12-Dec-2023  |  Market Data as of: 30-Jun-2025

Balanced Growth 80-20 vs Fidelity Target Allocation 85/15

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Portfolio Observations

Based on the current portfolio and benchmark you have indicated, you may want to consider the following ways to align your portfolio.

Fund-to-Fund Correlation

Your portfolio contains positions that have a high degree of positive correlation to each other.

This means that some holdings in your portfolio have similar movement in monthly returns, and you may not get much benefit from diversification as intended. Additional Correlation Details

Underweight in international equity

Generally, a well-balanced portfolio contains both domestic and international equity holdings.

Overweight in fixed income

Compared to your selected benchmark, you are overweight in fixed income. To better match the selected benchmark, consider whether rebalancing is appropriate.

Your portfolio is 8.22% overweight in fixed income as compared to the benchmark.

Before investing have your customer consider the fund(s) investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. Have your customer read it carefully.

Past performance is no guarantee of future results.

Diversification does not ensure a profit or protect against loss in a declining market.