Fidelity debuts turnkey model portfolios with private equity, credit and real estate exposure for RIAs and broker/dealers ...

If your entire portfolio lives in the S&P 500, Fidelity has a message for you: The rest of the world is pulling ahead, and ...

FBALX outperformed its hybrid benchmark in Q4 2025, driven by strong security selection in information technology. Read the full analysis for more details.

Expense ratios are small numbers that compound into large differences over decades. A fund charging nothing costs exactly that. FZROX, Fidelity’s Zero Total Market Index Fund, has charged investors 0.

Fidelity International is to launch three model portfolio service (MPS) ranges in mid-April. The WealthBuilder MPS features active, blended and passive plus options. The managers of the new offering ...

The firm is pairing new Envestnet-distributed portfolios with a CE-accredited curriculum as RIAs seek more scalable ways to diversify client portfolios.

Fidelity’s analysis of more than 3,000 advised portfolios at the end of 2025 found a 72% allocation to equities and heavy use of ETFs.

[1] Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 07/14/1981. [2] This expense ratio is from the most recent prospectus and generally is based on amounts incurred ...

This article discusses the best Fidelity index funds for beginners.

Fidelity Investments has expanded its model portfolio lineup with the addition of two sets of all-exchange traded fund model portfolios. The first one, the Fidelity Target Allocation ETF Model ...

BOSTON--(BUSINESS WIRE)--Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology, solutions, and insights to wealth management firms and institutions, today ...