Sample Analysis
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Created: 18-Sep-2024  |  Market Data as of: 30-Jun-2024

Sample Portfolio vs Fidelity Target Allocation 60/40 Model Portfolio

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

Overweight in Growth

Your equity holdings display a strong growth tilt, with only 14.46% in value.

Consider a balanced and diversified portfolio with growth, core, and value holdings.

Number of Fund Families

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

Consider diversifying your manager selection.

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.