Created: 29-Oct-2021 | Market Data as of: 31-Mar-2025
Z-Share Portfolio 60/40 Mix vs Fidelity Target Allocation 60/40
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Portfolio holdings and selected benchmark is based on the information entered into the PQC tool.
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.
When included, "Other" asset allocation figure includes derivative positions such as futures, forwards, options, swaps, and in some cases might include preferred and convertibles. Depending upon the extent to which the fund(s) invests in derivatives and the number of positions that are held for future settlement, "Other" figure can be a negative number.
All exposure data presented in the Asset Allocation analysis by Asset and at Fund level are net exposure values and are not rescaled. Long and short positions cancel each other, and therefore they may not add up to 100%.
When selecting the Fidelity Model Portfolio as the benchmark; the percentages shown are based on an asset allocation methodology established and maintained by Fidelity Investments. The information is designed to be utilized by you solely as a resource, along with other potential sources, in providing services to your customers. You are solely responsible for determining whether the Fidelity Model Portfolios (the “Models”) allocations are appropriate and suitable for you to base a recommendation or provide advice to any end investor.
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.
When included, "Other" asset allocation figure includes derivative positions such as futures, forwards, options, swaps, and in some cases might include preferred and convertibles. Depending upon the extent to which the fund(s) invests in derivatives and the number of positions that are held for future settlement, "Other" figure can be a negative number.
All exposure data presented in the Asset Allocation analysis by Asset and at Fund level are net exposure values and are not rescaled. Long and short positions cancel each other, and therefore they may not add up to 100%.
When selecting the Fidelity Model Portfolio as the benchmark; the percentages shown are based on an asset allocation methodology established and maintained by Fidelity Investments. The information is designed to be utilized by you solely as a resource, along with other potential sources, in providing services to your customers. You are solely responsible for determining whether the Fidelity Model Portfolios (the “Models”) allocations are appropriate and suitable for you to base a recommendation or provide advice to any end investor.
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.
When included, "Other" asset allocation figure includes derivative positions such as futures, forwards, options, swaps, and in some cases might include preferred and convertibles. Depending upon the extent to which the fund(s) invests in derivatives and the number of positions that are held for future settlement, "Other" figure can be a negative number.
All exposure data presented in the Asset Allocation analysis by Asset and at Fund level are net exposure values and are not rescaled. Long and short positions cancel each other, and therefore they may not add up to 100%.
When selecting the Fidelity Model Portfolio as the benchmark; the percentages shown are based on an asset allocation methodology established and maintained by Fidelity Investments. The information is designed to be utilized by you solely as a resource, along with other potential sources, in providing services to your customers. You are solely responsible for determining whether the Fidelity Model Portfolios (the “Models”) allocations are appropriate and suitable for you to base a recommendation or provide advice to any end investor.
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.
When included, "Other" asset allocation figure includes derivative positions such as futures, forwards, options, swaps, and in some cases might include preferred and convertibles. Depending upon the extent to which the fund(s) invests in derivatives and the number of positions that are held for future settlement, "Other" figure can be a negative number.
All exposure data presented in the Asset Allocation analysis by Asset and at Fund level are net exposure values and are not rescaled. Long and short positions cancel each other, and therefore they may not add up to 100%.