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My Fidelity Personal Retirement Annuity
Investment Model Portfolios

MY FIDELITY PERSONAL ANNUITY 7/7/12

Investment options of My Fidelity Personal Retirement Annuity

Total Available Funds: 7
Asset Class Ticker Description
REAL ESTATE
REAL ESTATE FHEIX FHEIX
FIXED INCOME
High Yield Bond FHNIX FHNIX
Intermediate-Term Bond FBNDX FBNDX
Others
Conservative Allocation FTIWX FTIWX
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX lzemx
INTERNATIONAL EQUITY
Foreign Large Growth FCPIX fcpix
US EQUITY
LARGE GROWTH FCNTX fcntx

Investment model portfolios

We provide two types of investment model portfolios for My Fidelity Personal Retirement Annuity participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.