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Fidelity Personal Retirement Annuity

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Fidelity VIP FundManager 70CU.S. All Cap11fund risk1.04%
Fidelity VIP BalancedCU.S. All Cap11fund risk0.57%
Fidelity VIP Asset ManagerCU.S. Large Cap12fund risk0.57%
Fidelity VIP FundManager 85CU.S. All Cap13fund risk1.03%
Fidelity VIP TelecommunicationsFU.S. All Cap13fund risk0.82%
Invesco VI Global Core EquityBU.S. All Cap15fund risk1.27%
Fidelity VIP Index 500CU.S. Large Cap15fund risk0.02%
Fidelity VIP Total Market IndexCU.S. All Cap16fund risk0.05%
Fidelity VIP Consumer DiscretionaryFU.S. All Cap19fund risk0.81%
Fidelity VIP Disciplined Small CapB+U.S. Small Cap23fund risk0.67%
Fidelity VIP FundManager 20CU.S. All Cap4fund risk0.82%
Fidelity VIP Investor Freedom 2005BU.S. All Cap4fund risk0.54%
Fidelity VIP Investor Freedom 2010BU.S. All Cap5fund risk0.59%
Fidelity VIP Investor Freedom 2015BU.S. All Cap7fund risk0.6%
Fidelity VIP Investor Freedom 2020BU.S. All Cap8fund risk0.64%
Fidelity VIP FundManager 50CU.S. All Cap8fund risk0.98%
Fidelity VIP Investor Freedom 2025BU.S. All Cap9fund risk0.69%
Fidelity VIP FundManager 60CU.S. All Cap9fund risk1.05%
Fidelity VIP Investor Freedom 2030BU.S. All Cap10fund risk0.71%
BlackRock Global Allocation VI FundCU.S. All Cap10fund risk1.05%
U.S. Equities - Growth     
Fidelity VIP Health CareC-U.S. Mid Cap - Growth17fund risk0.76%
Fidelity VIP Dynamic Capital AppreciationA--U.S. All Cap - Growth18fund risk0.77%
Fidelity VIP ContrafundC--U.S. Large Cap - Growth19fund risk0.66%
Fidelity VIP GrowthC--U.S. All Cap - Growth19fund risk0.81%
Fidelity VIP Extended Market IndexA--U.S. Small Cap - Growth20fund risk0%
Fidelity VIP Growth OpportunitiesB--U.S. All Cap - Growth24fund risk1.23%
Fidelity VIP TechnologyD--U.S. All Cap - Growth24fund risk0.77%
U.S. Equities - Value     
Fidelity VIP Consumer StaplesC++U.S. Mega Cap - Value12fund risk0.79%
Fidelity VIP Equity-IncomeB++U.S. Mega Cap - Value14fund risk0.64%
Fidelity VIP Growth & IncomeB++U.S. Large Cap - Value16fund risk0.67%
Fidelity VIP UtilitiesF++U.S. Mega Cap - Value17fund risk0.8%
Fidelity VIP Mid CapC++U.S. Mid Cap - Value18fund risk0.78%
Fidelity VIP IndustrialsF++U.S. Mid Cap - Value20fund risk0.81%
Fidelity VIP Value StrategiesA++U.S. Mid Cap - Value20fund risk0.72%
Fidelity VIP MaterialsC++U.S. Mid Cap - Value21fund risk0.82%
Fidelity VIP ValueA++U.S. Mid Cap - Value21fund risk0.65%
Fidelity VIP Financial ServicesC++U.S. All Cap - Value25fund risk0.81%
Fidelity VIP EnergyA++U.S. Small Cap - Value36fund risk0.8%
Specialty     
PIMCO VIT Commodity Real Return StrategyA++Commodities14fund risk1.19%
Fidelity VIP Real EstateB++U.S. Real Estate17fund risk0.8%
Global & Intl. Equity     
Fidelity VIP International IndexB-International Large Cap14fund risk0.06%
Fidelity VIP OverseasA-International Large Cap - Growth14fund risk1.06%
Lazard Retirement Emerging Markets EquityAEmerging Markets15fund risk1.09%
Fidelity VIP International Capital AppreciationC-International Large Cap - Growth16fund risk1.12%
Fidelity VIP Emerging MarketsCEmerging Markets17fund risk1.03%
Fidelity VIP Investor Freedom IncomeBEmerging Markets4fund risk0.44%
Morgan Stanley Global StrategistC++International Small Cap10fund risk0.69%
Bonds     
Fidelity VIP Money MarketCU.S. Cash / Money Market0fund risk0%
PIMCO VIT Low DurationC+U.S. Treasury - TIPS1fund risk0.8%
Franklin U.S. Government Securities VIP FundCBond - U.S. Mortgages2fund risk0.73%
Fidelity VIP Floating Rate High IncomeA++Bond - U.S. High Yield2fund risk0.7%
PIMCO VIT Total ReturnB-Bond - Multi Sector3fund risk0.85%
Fidelity VIP Bond IndexC-Bond - Multi Sector3fund risk0.05%
Fidelity VIP Investment Grade BondB-Bond - Multi Sector3fund risk0.45%
Franklin Global Bond VIP FundD-U.S. Treasury - Short / Intermediate3fund risk0.86%
Fidelity VIP High IncomeC++Bond - U.S. High Yield3fund risk0.72%
PIMCO VIT Real ReturnC+U.S. Treasury - TIPS4fund risk0.85%
Morgan Stanley Emerging Markets DebtA+Bond - Emerging Market8fund risk0%
Other     
Fidelity VIP Asset Manager: Growth Other0fund risk0.6%
Fidelity VIP Strategic Income Other0fund risk0.69%
Morgan Stanley Emerging Markets Equity Other0fund risk0%
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