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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 Investor Freedom 2020BU.S. All Cap10fund risk0.64%
Fidelity VIP FundManager 50CU.S. All Cap10fund risk0.98%
Fidelity VIP Investor Freedom 2025BU.S. All Cap11fund risk0.69%
Fidelity VIP FundManager 60CU.S. All Cap12fund risk1.05%
BlackRock Global Allocation VI FundBU.S. All Cap13fund risk1.05%
Fidelity VIP Investor Freedom 2030BU.S. All Cap13fund risk0.71%
Fidelity VIP FundManager 70CU.S. All Cap14fund risk1.04%
Fidelity VIP BalancedBU.S. All Cap15fund risk0.57%
Fidelity VIP FundManager 85BU.S. All Cap17fund risk1.03%
Fidelity VIP TelecommunicationsFU.S. All Cap18fund risk0.82%
Invesco VI Global Core EquityCU.S. All Cap21fund risk1.27%
Fidelity VIP Index 500DU.S. Large Cap21fund risk0.02%
Fidelity VIP Total Market IndexCU.S. All Cap21fund risk0.05%
Fidelity VIP Consumer DiscretionaryAU.S. All Cap23fund risk0.81%
Fidelity VIP Disciplined Small CapB++U.S. Small Cap31fund risk0.67%
Fidelity VIP Investor Freedom IncomeBU.S. All Cap4fund risk0.44%
Fidelity VIP FundManager 20CU.S. All Cap4fund risk0.82%
Fidelity VIP Investor Freedom 2005BU.S. All Cap5fund risk0.54%
Fidelity VIP Investor Freedom 2010BU.S. All Cap7fund risk0.59%
Fidelity VIP Investor Freedom 2015BU.S. All Cap8fund risk0.6%
U.S. Equities - Growth     
Fidelity VIP Asset ManagerA--U.S. All Cap - Growth14fund risk0.57%
Fidelity VIP Health CareC--U.S. Mid Cap - Growth20fund risk0.76%
Fidelity VIP Dynamic Capital AppreciationA--U.S. All Cap - Growth22fund risk0.77%
Fidelity VIP Asset Manager: GrowthD--U.S. Large Cap - Growth22fund risk0.6%
Fidelity VIP ContrafundC--U.S. Large Cap - Growth22fund risk0.66%
Fidelity VIP GrowthB--U.S. All Cap - Growth23fund risk0.81%
Fidelity VIP Extended Market IndexA+U.S. Small Cap - Growth27fund risk0%
Fidelity VIP Growth OpportunitiesA--U.S. All Cap - Growth27fund risk1.23%
Fidelity VIP TechnologyA--U.S. All Cap - Growth28fund risk0.77%
U.S. Equities - Value     
Fidelity VIP Consumer StaplesB+U.S. Mega Cap - Value16fund risk0.79%
Fidelity VIP Equity-IncomeB+U.S. Mega Cap - Value19fund risk0.64%
Fidelity VIP Growth & IncomeB++U.S. Large Cap - Value22fund risk0.67%
Fidelity VIP Mid CapA++U.S. Mid Cap - Value25fund risk0.78%
Fidelity VIP MaterialsA++U.S. Mid Cap - Value26fund risk0.82%
Fidelity VIP IndustrialsF++U.S. All Cap - Value26fund risk0.81%
Fidelity VIP Value StrategiesA++U.S. Mid Cap - Value30fund risk0.72%
Fidelity VIP ValueA++U.S. Mid Cap - Value31fund risk0.65%
Fidelity VIP Financial ServicesC++U.S. Mid Cap - Value36fund risk0.81%
Fidelity VIP EnergyC++U.S. All Cap - Value45fund risk0.8%
Specialty     
PIMCO VIT Commodity Real Return StrategyA++Commodities15fund risk1.19%
Fidelity VIP UtilitiesB--U.S. Real Estate24fund risk0.8%
Fidelity VIP Real EstateD--U.S. Real Estate28fund risk0.8%
Global & Intl. Equity     
Morgan Stanley Emerging Markets DebtD++International Small Cap12fund risk0%
Morgan Stanley Global StrategistD++International Small Cap13fund risk0.69%
Fidelity VIP OverseasB-International Large Cap - Growth17fund risk1.06%
Fidelity VIP International Capital AppreciationB-International Large Cap - Growth18fund risk1.12%
Fidelity VIP International IndexBInternational Large Cap18fund risk0.06%
Lazard Retirement Emerging Markets EquityB++Emerging Markets19fund risk1.09%
Fidelity VIP Emerging MarketsB++Emerging Markets19fund risk1.03%
Bonds     
Fidelity VIP Money MarketCU.S. Cash / Money Market0fund risk0%
PIMCO VIT Low DurationB-Bond - Multi Sector1fund risk0.8%
Franklin U.S. Government Securities VIP FundCBond - U.S. Mortgages2fund risk0.73%
PIMCO VIT Total ReturnB-Bond - Multi Sector3fund risk0.85%
Fidelity VIP Bond IndexC-Bond - Multi Sector3fund risk0.05%
Fidelity VIP Investment Grade BondC-Bond - U.S. Corporate3fund risk0.45%
Fidelity VIP Floating Rate High IncomeA++Bond - U.S. High Yield3fund risk0.7%
Franklin Global Bond VIP FundC--U.S. Treasury - Intermediate4fund risk0.86%
PIMCO VIT Real ReturnC+U.S. Treasury - TIPS4fund risk0.85%
Fidelity VIP High IncomeC++Bond - U.S. High Yield6fund risk0.72%
Other     
Fidelity VIP Strategic Income Other0fund risk0.69%
Morgan Stanley Emerging Markets Equity Other0fund risk0%
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