At the stock level ... Still, the fund has typically posted benchmark-beating risk-adjusted results. The fund’s relative performance has been remarkably consistent under Wymer.
Fidelity Advisor Stock ... adjusted performance, as shown by its average 10-year Morningstar Rating of 3.3 stars, also influences the rating. However, the process is limited by the fund's ...
The series continues to offload equities until 20 years after retirement (the income fund), when it puts 19 ... The portfolios’ relative performance should correlate tightly with its allocation ...
The team's long-term strategic allocations are the starting point for all the firm's target-date offerings and the primary driver of performance ... each Fidelity Series fund's retail share ...
The comanagers will often sell CCC rated debt, the riskiest credit bucket, to fund the portfolio’s equity ... to generate ideas for the portfolio’s stock sleeve, which is often among the ...