Fidelity Model Portfolios

FIDELITY INSTITUTIONAL?

A Goal-Based Approach to Investing

Fidelity Model Portfolios

Not FDIC Insured ? May Lose Value ? No Bank Guarantee

As an investor, you face complicated choices. It can be challenging to find transparent, cost-effective investments that are aligned with your longterm financial goals and managed by experienced professionals with the capabilities needed to help weather market uncertainty. Navigating these options alone can be daunting. Choosing the wrong one can mean not having enough money for retirement or taking on too much risk to get there. That's why your financial advisor, with support from Fidelity, is here to help you.

Not FDIC Insured ? May Lose Value ? No Bank Guarantee

One Way Your Advisor Can Help: Model Portfolios

Solid financial advice considers a number of factors, but it all starts with your advisor's critical role in understanding your unique financial needs and goals. Your advisor can then use that information to find appropriate investments for you. They may start with a model portfolio--a mix of funds that are selected based on a specific investment goal.

A model portfolio is a mix of funds that are: ? Selected and allocated with a specific investment goal in mind, such as enhanced returns or income generation ? Tailored to a particular risk tolerance ? Designed to offer low-cost access to professional, institutional-quality investment management

With Fidelity Model Portfolios, our investment professionals regularly analyze the available funds to determine the mix, monitoring the overall portfolio to help keep it aligned to its particular goal. Investing in a Fidelity model portfolio through your advisor can help you benefit from your advisor's and Fidelity's respective areas of expertise and specialization.

Where model portfolios fit into the spectrum of services your advisor offers you

Answering your financial

questions

How a Fidelity Model Portfolio can help

Analyzing and selecting the mix of investments

Identifying your appropriate

level of risk

Rebalancing your account

Advisor Services

Navigating life events and changes

Selecting your account

type(s)

Assessing your current financial circumstances

Setting realistic financial and personal goals

Developing a complete financial plan

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The Power of Fidelity

A heritage of high-quality investment capabilities, innovation, and expertise

1946

Fidelity Management & Research Co. founded

70+ years of investment management experience

1963

Fidelity Magellan Fund launched

1975

Fidelity offers its first individual retirement

account (IRA)

1978

Fidelity offers 403(b) plans to government, nonprofit organizations,

and educational institutions

1946

$13M IN ASSETS UNDER MANAGEMENT

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2020

ENTRUSTED WITH MANAGEMENT OF MORE

THAN $3.8T

1989

Fidelity launches its first managed account

30+ years managing risk-based models

1996

Fidelity launches its first target date fund

2018

Fidelity launches standalone equity

factor products

1982

401(k) products and services are first offered to plans utilizing Fidelity's mutual fund

product line

1989

Fidelity launches its first index fund

30+ years of passive investment expertise

2018

Fidelity launches its first model portfolio

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