Building a durable retirement portfolio starts with a clear mix of growth, income, and risk control, and Fidelity's lineup ...

Fidelity Investments is sharpening its focus on wealth managers with new additions to its ETF model portfolio offering. The firm introduced two new suites of all-ETF model portfolios on Thursday, ...

A retirement portfolio blends 75% equities with 25% fixed income using diversified Vanguard and Fidelity funds and top-rated ...

Fidelity says there's one place to put your money that will pay off in both profit and steady income stream. But as with all investments, there's a big "if." ...

When I began working at Morningstar more than 30 years ago (cue dinosaur jokes), Fidelity’s actively managed stock funds were the mutual fund industry’s shining stars. Peter Lynch had already retired, ...

Fidelity Investments is the latest asset manager to ramp up its model-portfolio business as demand for off-the-shelf and customized investment strategies across asset classes continues to pick up. The ...

If you’re a high-income heavy saver, you may still have additional funds to invest, even after you’ve contributed the maximum allowable amounts to all of your tax-sheltered options: company retirement ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Fidelity is among the top five largest fund families in the world. The ...

Fidelity Investments has expanded its model portfolio lineup with the addition of two sets of all-exchange traded fund model portfolios. The first one, the Fidelity Target Allocation ETF Model ...

For the three months ending September 30, 2025, the fund's Retail Class shares gained 3.70%, trailing the 5.55% advance of ...

Target-date funds (TDFs) are perhaps the biggest "cheat code" in the investment world. It's a living, breathing portfolio in ...

A group at Fidelity Investments dedicated to helping wealth managers analyze and improve client portfolios is observing material changes in the industry. Chief among them: financial advisors are ...