Balanced Growth 80-20 Analysis
Download as PDF

Created: 12-Dec-2023  |  Market Data as of: 30-Jun-2025

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

Hi Bruce! How can we help?

Have questions about what you see here? Talk to Elliot Mitchell, Senior Regional Investment Consultant, about this analysis, your investing interests, questions relating to your practice, and more. elliot.mitchell@fmr.com 817-767-7227

Trends & Outlook
Global Business Cycle
Business-Cycle Approach to Equity Sectors
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.