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

Consider reviewing your benchmark

One or more asset classification categories in your portfolio exceeds a 10% threshold difference from your selected benchmark.

Consider reviewing your benchmark to a benchmark that is more closely aligned to your portfolio and determine if another benchmark is more appropriate.

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

Number of Fund Families

Diversify manager selection: Your portfolio includes investment products from one fund family.

Consider diversifying your manager selection.

Sharpe Ratio

Your portfolio has a lower Sharpe Ratio than your selected benchmark.

You may want to discuss with your investment professional to consider ways to generate similar returns for a lower risk level.

Higher Expense Ratio than Benchmark

Your portfolio has a higher expense ratio than the benchmark.

The average net expense ratio of your Portfolio is 0.72%, and the Benchmark 0.36%.

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This analysis has been prepared for you by Jeremy Palac, Regional Director, using "Portfolio Quick Check" tool, developed and supported by Fidelity Labs.

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