Separately managed accounts Targeted single-asset class portfolios These professionally managed portfolios generally consist of individual stocks or bonds, and are designed to meet a specific investment objective, with built in tax-smart investing strategies for stock portfolios.3 ...
Advisory fee: 0.40% for index, 0.70% for actively managed An option for harnessing the growth potential of stocks Get started, Fidelity Managed FidFolios® Personalized Portfolios Accounts Personalized investment management Professionally managed, multi-asset class portfolios that can be configured around...
The portfolio is then professionally managed to change its allocation over time — starting out aggressively but automatically becoming more conservative as the child nears college age. Actively Managed Funds vs. Index Funds. There are two types of Age-Based Options to choose from, one in which ...
They’re professionally managed – but track an index rather than actively managed (the manager is there to keep the fund from straying off the index being tracked). If you’re keen on lower minimums, ETFs are better. Many mutual funds (like Vanguard) have minimums ranging from $1,000 ...
The same authorization levels are available for 529 college savings plan accounts and accounts that are professionally managed by Strategic Advisers, Inc., a Fidelity Investments company, but the permissible actions vary. Contact a Fidelity professional for more information. Fidelity Brokerage Services ...
If you're investing in a 401(k) or IRA, one option to consider is a target date fund—an all-in-one professionally managed fund that's specifically designed with a target retirement date in mind. Hire a professional manager—If you're getting stuck, consider getting help. While this may...
Managed accounts offer professional, personalized management. More from our portfolio managers A collection of current insights from our portfolio managers. Subscribe to Fidelity Viewpoints® Timely news and insights from our pros on markets, investing, and personal finance. All fields are required...
Our separately managed accounts may be the investment vehicle you are searching for.Investments that offer the potential for income and growth Mutual funds Fidelity offers a wide variety of mutual funds and exchange-traded funds (ETFs) that are focused on generating income. We can help you build...
We can help with a range of professionally managed solutions for rollover, Roth, and traditional IRAs. While these services do charge a fee, you'll enjoy peace of mind knowing a team is keeping a close eye on the markets and the investments in your account every day. ...
Whatever your bond investing goals, professionally managed mutual funds, active ETFs, or separately managed accounts can help you. You can run screens using the Mutual Fund Evaluator and ETF/ETP Screener on Fidelity.com. Here are some ideas as of June 25, 2024: Bond mutual funds Fidelity® ...