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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 50BU.S. All Cap17fund risk0.98%
BlackRock Global Allocation VI FundBU.S. All Cap19fund risk1.05%
Fidelity VIP FundManager 60BU.S. All Cap20fund risk1.05%
Fidelity VIP Investor Freedom 2030BU.S. All Cap20fund risk0.71%
Morgan Stanley Global StrategistCU.S. Mid Cap21fund risk0.69%
Fidelity VIP FundManager 70BU.S. All Cap23fund risk1.04%
Fidelity VIP BalancedAU.S. All Cap25fund risk0.57%
Fidelity VIP FundManager 85CU.S. All Cap28fund risk1.03%
Fidelity VIP TelecommunicationsCU.S. All Cap29fund risk0.82%
Fidelity VIP Consumer DiscretionaryAU.S. All Cap34fund risk0.81%
Fidelity VIP Index 500DU.S. Large Cap34fund risk0.02%
Fidelity VIP Total Market IndexCU.S. All Cap35fund risk0.05%
Fidelity VIP MaterialsAU.S. Mid Cap38fund risk0.82%
Fidelity VIP Disciplined Small CapC+U.S. Small Cap42fund risk0.67%
U.S. Equities - Growth     
Fidelity VIP Asset ManagerC++U.S. All Cap - Growth22fund risk0.57%
Fidelity VIP Health CareD++U.S. Mid Cap - Growth31fund risk0.76%
Fidelity VIP ContrafundD++U.S. Large Cap - Growth33fund risk0.66%
Fidelity VIP Dynamic Capital AppreciationC++U.S. All Cap - Growth35fund risk0.77%
Fidelity VIP Asset Manager: GrowthF++U.S. Large Cap - Growth35fund risk0.6%
Fidelity VIP GrowthC++U.S. All Cap - Growth36fund risk0.81%
Fidelity VIP Growth OpportunitiesA++U.S. All Cap - Growth37fund risk1.23%
Fidelity VIP TechnologyA++U.S. Large Cap - Growth39fund risk0.77%
Fidelity VIP Extended Market IndexB++U.S. Small Cap - Growth39fund risk0%
U.S. Equities - Value     
Fidelity VIP Consumer StaplesA--U.S. Mega Cap - Value28fund risk0.79%
Fidelity VIP Equity-IncomeB--U.S. Mega Cap - Value31fund risk0.64%
Fidelity VIP Growth & IncomeA--U.S. Mega Cap - Value35fund risk0.67%
Fidelity VIP Mid CapB--U.S. Mid Cap - Value36fund risk0.78%
Fidelity VIP IndustrialsA--U.S. All Cap - Value38fund risk0.81%
Fidelity VIP UtilitiesF--U.S. Large Cap - Value40fund risk0.8%
Fidelity VIP Value StrategiesB--U.S. Mid Cap - Value44fund risk0.72%
Fidelity VIP ValueA--U.S. Mid Cap - Value45fund risk0.65%
Fidelity VIP Financial ServicesF--U.S. Mid Cap - Value49fund risk0.81%
Fidelity VIP EnergyF--U.S. Small Cap - Value58fund risk0.8%
PIMCO VIT Commodity Real Return StrategyA--Commodities20fund risk1.19%
Fidelity VIP Real EstateF--U.S. Real Estate41fund risk0.8%
Global & Intl. Equity     
Fidelity VIP Investor Freedom 2010AInternational Small Cap10fund risk0.59%
Fidelity VIP Investor Freedom 2015AInternational Small Cap13fund risk0.6%
Fidelity VIP Investor Freedom 2020AInternational Small Cap15fund risk0.64%
Fidelity VIP Investor Freedom 2025A--International Large Cap17fund risk0.69%
Fidelity VIP OverseasA--Europe28fund risk1.06%
Fidelity VIP Emerging MarketsA+Emerging Markets28fund risk1.03%
Fidelity VIP International Capital AppreciationBInternational Large Cap - Growth29fund risk1.12%
Lazard Retirement Emerging Markets EquityF+Emerging Markets29fund risk1.09%
Fidelity VIP International IndexB--International Large Cap30fund risk0.06%
Invesco VI Global Core EquityA--International Large Cap32fund risk1.27%
Fidelity VIP Investor Freedom IncomeAInternational Small Cap6fund risk0.44%
Fidelity VIP FundManager 20BInternational Small Cap8fund risk0.82%
Fidelity VIP Investor Freedom 2005AInternational Small Cap8fund risk0.54%
Fidelity VIP Money MarketCU.S. Cash / Money Market0fund risk0%
PIMCO VIT Low DurationB+Bond - Multi Sector2fund risk0.8%
Fidelity VIP Floating Rate High IncomeCBond - U.S. High Yield11fund risk0.7%
Fidelity VIP High IncomeCBond - U.S. High Yield12fund risk0.72%
Franklin U.S. Government Securities VIP FundC+Bond - U.S. Mortgages2fund risk0.73%
Franklin Global Bond VIP FundD+Bond - Multi Sector4fund risk0.86%
Morgan Stanley Emerging Markets DebtFBond - Emerging Market31fund risk0%
Fidelity VIP Bond IndexB+Bond - Multi Sector5fund risk0.05%
PIMCO VIT Total ReturnB+Bond - Multi Sector5fund risk0.85%
Fidelity VIP Investment Grade BondB+Bond - Multi Sector6fund risk0.45%
PIMCO VIT Real ReturnC++U.S. Treasury - TIPS8fund risk0.85%
Fidelity VIP Strategic Income Other0fund risk0.69%
Morgan Stanley Emerging Markets Equity Other0fund risk0%
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