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Fidelity Extended Fund Picks
Fidelity Extended Fund Picks Asset Allocation Composite Moderate
Fidelity Extended Fund Picks Asset Allocation Composite Moderate
live (public) 0.16% May 01
Delayed
Holdings (As of 10/31/2025)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | EVGOX (EATON VANCE GOVERNMENT OBLIGATIONS FUND EATON VANCE GOVERNMENT OBLIGATIONS FUND CLASS A) | 0.0% | Eaton Vance Government Obligations A | 37.25% |
| General Bond | PSRAX (PIONEER STRATEGIC INCOME FUND PIONEER STRATEGIC INCOME FUND: CLASS A) | 0.10% | Pioneer Strategic Income A | 2.36% |
| US Equity | NOSGX (NORTHERN SMALL CAP VALUE FUND NORTHERN SMALL CAP VALUE FUND) | 0.0% | Northern Small Cap Value | 10.76% |
| US Equity | GLCGX (GOLDMAN SACHS LARGE CAP GROWTH INSIGHTS FUND CLASS A) | 0.22% | Goldman Sachs Struct Large Cap Gr A | 9.81% |
| Real Estate | TVRVX (THIRD AVENUE REAL ESTATE VALUE FUND INVESTOR CLASS) | 0.12% | Third Avenue Real Estate Value Investor | 9.70% |
| Emerging Market Equity | FHKCX (FIDELITY CHINA REGION FUND FIDELITY CHINA REGION FUND) | 1.07% | Fidelity China Region | 10.44% |
| International Equity | FSEAX (FIDELITY EMERGING ASIA FUND FIDELITY EMERGING ASIA FUND) | 0.77% | Fidelity Emerging Asia | 10.57% |
| International Equity | FPBFX (FIDELITY PACIFIC BASIN FUND FIDELITY PACIFIC BASIN FUND) | 0.42% | Fidelity Pacific Basin | 8.54% |
| CASH | CASH (CASH) | 0.0% | CASH | -1.11% |
| CASH | CASH (CASH) | 0.0% | CASH | -1.11% |
* Day change on 10/31/2025.
Previous
Beta
Performance (As of 05/01/2026)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Fidelity Extended Fund Picks Asset Allocation Composite Moderate | 4.4% | 14.0% | 11.2% | 4.6% | 7.3% | 7.1% |
| VFINX (Vanguard (S&P 500) Index) | 10.1% | 26.8% | 20.7% | 13.5% | 15.5% | 14.5% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 6.6% | 17.9% | 13.8% | 7.5% | 9.7% | 9.4% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/2001 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 4.4 | 14.0 | 11.2 | 4.6 | 7.3 | 7.1 | 7.9 | 8.9 | 11.8 | 8.1 | 12.0 | -14.9 | 8.9 | 14.5 | 23.4 | -8.7 | 14.3 | 4.4 | -2.8 | 5.9 | 21.9 | 17.5 | -1.2 | 19.8 | 25.1 | -8.7 | 4.6 | 13.3 | 9.3 | 13.0 | 35.2 | 1.5 | 7.3 |
| Sharpe Ratio | NA | 0.29 | 1.73 | 0.8 | 0.15 | 0.57 | NA | NA | 0.89 | 0.77 | 0.54 | 1.13 | -1.91 | 0.69 | 1.08 | 3.59 | -1.15 | 2.7 | 0.65 | -0.4 | 0.9 | 3.07 | 2.65 | -0.09 | 1.99 | 2.78 | -1.32 | 0.15 | 1.24 | 0.98 | 1.55 | 5.21 | 0.11 | 1.37 |
| Draw Down(%) | NA | 6.3 | 6.3 | 15.1 | 17.4 | 23.1 | NA | NA | 23.1 | 14.6 | 5.7 | 6.5 | 15.6 | 5.3 | 23.1 | 2.3 | 15.1 | 1.6 | 4.4 | 10.1 | 7.0 | 7.0 | 4.3 | 14.9 | 8.7 | 5.0 | 12.6 | 10.0 | 10.7 | 5.3 | 10.3 | 3.0 | 6.2 | 2.4 |
| Standard Deviation(%) | NA | 9.5 | 9.5 | 9.4 | 9.4 | 9.4 | NA | NA | 8.5 | 11.5 | 8.3 | 7.4 | 8.6 | 12.9 | 13.2 | 6.1 | 8.8 | 5.0 | 6.5 | 7.2 | 6.5 | 7.1 | 6.6 | 12.9 | 9.9 | 9.0 | 7.3 | 9.9 | 8.0 | 7.2 | 7.7 | 6.6 | 3.2 | 3.6 |
| Treynor Ratio | NA | 0.05 | 0.3 | 0.15 | 0.04 | 0.14 | NA | NA | 0.27 | 0.17 | 0.1 | 0.17 | -0.7 | 0.16 | 0.47 | 0.56 | -0.22 | 0.23 | 0.13 | -0.07 | 0.12 | 0.39 | 0.38 | -0.02 | 0.47 | 1.46 | -1.38 | 0.03 | 0.16 | 0.12 | 0.23 | 1.76 | 0.14 | 0.57 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.02 | 0.01 | -0.01 | -0.01 | -0.05 | -0.02 | 0.03 | 0.04 | -0.03 | 0.01 | 0.0 | -0.01 | 0.0 | 0.02 | 0.04 | -0.01 | 0.05 | 0.07 | -0.03 | 0.0 | 0.01 | 0.02 | 0.03 | 0.1 | 0.0 | 0.02 |
| Beta | NA | 0.54 | 0.55 | 0.5 | 0.39 | 0.38 | NA | NA | 0.28 | 0.51 | 0.46 | 0.5 | 0.23 | 0.56 | 0.3 | 0.39 | 0.46 | 0.59 | 0.34 | 0.39 | 0.51 | 0.56 | 0.46 | 0.5 | 0.42 | 0.17 | 0.07 | 0.51 | 0.63 | 0.57 | 0.52 | 0.2 | 0.03 | 0.09 |
| RSquared | NA | 0.64 | 0.5 | 0.58 | 0.46 | 0.52 | NA | NA | 0.41 | 0.59 | 0.47 | 0.78 | 0.44 | 0.33 | 0.63 | 0.64 | 0.81 | 0.61 | 0.47 | 0.69 | 0.79 | 0.76 | 0.8 | 0.81 | 0.58 | 0.27 | 0.15 | 0.69 | 0.63 | 0.65 | 0.55 | 0.25 | 0.04 | 0.27 |
| Sortino Ratio | NA | 0.41 | 2.77 | 1.12 | 0.2 | 0.76 | NA | NA | 1.22 | 1.07 | 0.73 | 1.66 | -2.38 | 0.92 | 1.36 | 5.49 | -1.43 | 4.19 | 0.88 | -0.52 | 1.25 | 4.3 | 4.16 | -0.12 | 2.85 | 4.44 | -1.67 | 0.19 | 1.78 | 1.39 | 2.14 | 8.68 | 0.15 | 2.11 |
| Yield(%) | N/A | 0.5 | 13.3 | 8.5 | 6.8 | 8.3 | 9.5 | 13.7 | 5.94 | 13.1 | 4.4 | 5.9 | 4.0 | 7.5 | 4.9 | 5.8 | 3.9 | 5.6 | 5.9 | 3.2 | 5.6 | 3.5 | 7.3 | 4.6 | 8.8 | 11.6 | 4.5 | 7.9 | 7.7 | 7.3 | 4.3 | 4.7 | 5.1 | 6.0 |
| Dividend Growth(%) | N/A | -96.0 | 235.5 | 47.5 | 94.9 | 114.3 | N/A | N/A | N/A | 221.2 | -17.4 | 28.2 | -42.1 | 72.0 | 4.3 | 35.2 | -19.3 | -1.5 | 80.9 | -39.4 | 91.1 | -42.9 | 55.5 | -37.7 | -3.5 | 135.0 | -40.4 | 14.1 | 17.5 | 90.3 | 25.2 | -7.6 | -9.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to Fidelity Extended Fund Picks
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