Sample Analysis

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

Sample Portfolio vs Fidelity Target Allocation 60/40 Model Portfolio

Fixed Income Sectors
Core Satellite Non-Bond Cash

All breakdowns at the portfolio level are the weighted average of the breakdowns of the underlying funds as of a given date, and may not be representative of a fund's current or future investments. Weights may not add up to 100% because there may be uncategorized securities.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Core Satellite Non-Bond Cash

All breakdowns at the portfolio level are the weighted average of the breakdowns of the underlying funds as of a given date, and may not be representative of a fund's current or future investments. Weights may not add up to 100% because there may be uncategorized securities.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Holdings shown are presented to illustrate fund investment categories as of a given date and may not be representative of a fund's current or future investments. Weights may not add up to 100% because there may be uncategorized securities.

Credit Quality
Investment Grade Below IG NR & Unassigned Non-Bond Cash

All breakdowns at portfolio level are the weighted average of those of the underlying funds as of a given date, and may not be representative of a fund's current or future investments. Weights may not add up to 100% as there may be uncategorized securities.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Investment Grade Below IG NR & Unassigned Non-Bond Cash

All breakdowns at portfolio level are the weighted average of those of the underlying funds as of a given date, and may not be representative of a fund's current or future investments. Weights may not add up to 100% as there may be uncategorized securities.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Holdings shown are presented to illustrate fund investment categories as of a given date and may not be representative of a fund's current or future investments. Weights may not add up to 100% because there may be uncategorized securities.

Credit quality provided by FactSet. FactSet provides highest of the four credit ratings - S&P, Moody's, Fitch & DBRS, for each individual security. Standard & Poor, Moody's investors service, Fitch Ratings and Dominion Bond Rating Service are designated as NRSRO.

Fixed Income Characteristics

Past performance does not guarantee or indicate future results.

* High yield includes securities that received a credit rating of BB and below, as well as those that are not rated.

Holdings shown are presented to illustrate fund investment categories as of a given date and may not be representative of a fund's current or future investments. All breakdowns and attributes at the portfolio level are the weighted average of the breakdowns and attributes of the underlying funds based on their "portfolio data as of" date. Please refer to "Fund Level" views for the "portfolio data as of" date of underlying funds. Portfolio weights are rescaled to reflect % out of all fixed income positions. Weights may not add up to 100% because there may be uncategorized securities.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Please see glossary for definitions of terms.

Past performance does not guarantee or indicate future results.

* High yield includes securities that received a credit rating of BB and below, as well as those that are not rated.

Holdings shown are presented to illustrate fund investment categories as of a given date and may not be representative of a fund's current or future investments. All breakdowns and attributes at the portfolio level are the weighted average of the breakdowns and attributes of the underlying funds based on their "portfolio data as of" date. Please refer to "Fund Level" views for the "portfolio data as of" date of underlying funds. Portfolio weights are rescaled to reflect % out of all fixed income positions. Weights may not add up to 100% because there may be uncategorized securities.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Please see glossary for definitions of terms.

Past performance does not guarantee or indicate future results.

* High yield includes securities that received a credit rating of BB and below, as well as those that are not rated.

Holdings shown are presented to illustrate fund investment categories as of a given date and may not be representative of a fund's current or future investments. All breakdowns and attributes at the portfolio level are the weighted average of the breakdowns and attributes of the underlying funds based on their "portfolio data as of" date. Please refer to "Fund Level" views for the "portfolio data as of" date of underlying funds. Portfolio weights are rescaled to reflect % out of all fixed income positions. Weights may not add up to 100% because there may be uncategorized securities.

Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison. When included, it is not intended as a recommendation for any ETFs.

Please see glossary for definitions of terms.