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BlackRock® Diversified Income Portfolio - Fidelity Investments
additional information, please see endnote number 1 on the back page. ... higher -yielding investments can be appealing, they also have the potential for significant loss. That's why .... QUARTERLY INVESTMENT REVIEW — Q2 2014. For the ...
[ PAS-Blackrock-brochure.pdf - Read/Download File

Active Share: A Misunderstood Measure in - Fidelity Investments
February 2014 .... EXHIBIT 2: Most small-cap funds have very high active share, while ... we assume that one duty of a portfolio manager is to consider the.
[ leadership-series_active-share.pdf - Read/Download File

Generate Monthly Fact Sheet - Fidelity Investments
Mar 31, 2016 ... HIGH. Fidelity Freedom® Income Fund (FFFAX). No Transaction Fee 1 .... Beta: A measure of a portfolio's sensitivity to market movements (as represented by a ... The composition differed in periods prior to January 1, 2014.
[ 31617R308 - Read/Download File

Program Fundamentals: Fidelity Portfolio Advisory Service®
Apr 14, 2016 ... managed accounts offered by Fidelity's Portfolio Advisory Services. ... AdvisorySM, a high net worth financial planning program, Strategic ... from one another with respect to the types of funds used in the model portfolio.
[ PAS-fundamentals-and-supplemental.pdf - Read/Download File

Fidelity® Select Biotechnology Portfolio (FBIOX) - Fidelity Investments
Feb 29, 2016 ... 2014. 2015. 2016. 9.60K. 19.20K. 28.80K. 38.40K. 48.00K. 39.35% ... Current performance may be higher or lower than the performance data quoted. ... 1 Yr. 3 Yr. 5 Yr. 10 Yr. Life. Fidelity® Select Biotechnology. Portfolio.
[ 316390772 - Read/Download File

Fidelity® OTC Portfolio (FOCPX) - Fidelity Investments
Jan 31, 2016 ... 2014. 2015. 2016. 10.40K. 15.60K. 20.80K. 26.00K. 31.20K. 46.09%. LOWER ... HIGH. Fidelity® OTC Portfolio (FOCPX). No Transaction Fee 1.
[ 316389105 - Read/Download File

Does the Number of Stocks in a Portfolio Influence - Fidelity
1. Investment Insights. January 2015. Does the Number of Stocks in a. Portfolio Influence .... (2012–2014), funds in the highest holdings-count quartile actually.
[ does-the-number-of-stocks-influence-performance.pdf - Read/Download File

Fidelity Portfolio Managers Named Among the Best of Quebec's
Montreal, February 5, 2014 – Fidelity Investments Canada ULC ... All three are long-time members of Fidelity's Team Canada, one of the largest buy-side ... mutual funds, as well as asset allocation and managed solutions and the high net  ...
[ pr_pm_quebec_financial_industry.pdf - Read/Download File

Fidelity Advisor 529 Plan March 18, 2016 Supplement to the Offering
Mar 18, 2016 ... investment plan, the minimum initial investment is $1,000.1. More ... investments in the New Hampshire Higher Education Savings. Plan Trust .... The Fidelity Advisor 529 Plan's Portfolios include: eight ..... Born 2012 2014.
[ 529-New-Hampshire-PD.pdf - Read/Download File

What is the Impact of Financial Advisors on Retirement Portfolio
May 6, 2014 ... mendations, and it highlights one potential benefit of replacing brokers with TDFs . ... and 2014 American Finance Association Meetings for helpful comments. .... The loss of HIGH to participants joining ORP after October 2007 ... portfolios of broker clients to counterfactual portfolios based on Fidelity TDFs.
[ ORP_201405.pdf - Read/Download File

PROSPECTUS: May 1, 2004 - Ameritas
May 1, 2016 ... 1. Subaccount underlying portfolios available as variable investment ... Fidelity® VIP High Income Portfolio, Service Class 2 (2,3) Income and growth. ...... portfolio operating expenses for the year ended December 31, 2014.
[ GetFile?doc=015621 - Read/Download File

Fidelity® VIP Growth - Initial Class - Modern Woodmen of America
Apr 28, 2016 ... Fund/Class: VIP Growth & Income Portfolio/Initial Class, Service Class, Service Class 2. Investment Objective. The fund seeks high total return through a combination of current ... Distribution and/or Service (12b-1) fees. None .... 2014. 2013. 2012. 2011. 2010. 2009. 2008. 2007. 2006. -2.27%. 10.47%.
[ fidelity-vip-growth--income---initial-class.pdf - Read/Download File

2014 Financial Portfolio - Stewart
2014. FINANCIAL PORTFOLIO. Stewart Title Guaranty Company ... investment if you need to make a claim is one way we do that. ... Consistently high ratings.
[ SISCO-1514-21-8_Financial_Portfolio_BRO_R6.pdf - Read/Download File

Fidelity VIP Balanced Portfolio — Service Class 2 - Nationwide
Jun 30, 2016 ... Page 1 ... Fidelity VIP Balanced Portfolio — Service Class 2 ... investment-grade quality, also referred to as high yield debt ... Since 2014.
[ FDLTYBALS2.pdf - Read/Download File

Fidelity Fund List - Johns Hopkins Medicine
The IRS contribution limit is $17,500 for 2014. .... January 1, 1988 and later" Fidelity Freedom K® 2055 Fund Target Years 2053 .... High Yield Fidelity® Portfolio.
[ FidelityFundList.pdf - Read/Download File

Manulife Fidelity ClearPath Portfolios Investment Report - Repsource
Mar 31, 2015 ... Low (1). High (25) . 3. TARGET DATE. Code 2140. Manulife Fidelity ... 2014. MLI Fidelity ClearPath Income Port. Fidelity ClearPath Income ...
[ Fidelity ClearPath - Investment Report.pdf?MOD=AJPERES&CACHEID=5423fe804d6fd368a16aa7196756c07e - Read/Download File

1. BANK OF AMERICA GLOBAL WEALTH & INVESTMENT
Rank '12: 1. U.S. Private-Client Assets: $960 bil. Minimum Account: ... ning and trust services; portfolio construction, ... Tel: 312-444-3918 e-mail: [email protected] com. 9. FIDELITY. Rank '12: 6 ..... management, high-net-worth insurance services ...
[ 2013-glenmede-ranked-barron-penta-america-top40-wealth-management-firms.pdf - Read/Download File

Fidelity VIP Freedom 2045 SC2 - Pacific Life
Apr 8, 2009 ... The investment seeks high total return with a secondary objective of .... 2012. 2013. 2014. 2015. 03 - 16. 50. 40. 30. 20. 10. 0. Portfolio Analysis.
[ FID VIP FR 2045_FS-40407.PDF - Read/Download File

What is Tactical Asset Allocation? - Institute and Faculty of Actuaries
02/05/2014. 1. Asset Allocation and the Economic. Cycle ... with a pure equity or bond fund. 02 May 2014. Portfolio. Portfolio. Manager ... Source: Fidelity Worldwide Investment, November 2013. For illustrative purposes only. .... HIGH YIELD.
[ asset-allocation-and-economic-cycle - Read/Download File

Fidelity MMF FISXX (exchangeable from Calamos Class I) Pro
May 30, 2015 ... Fidelity. R. Institutional Money Market Funds. Government Portfolio. Class/Ticker. I/FIGXX ... The fund seeks to obtain as high a level of current .... For the periods ended. December 31, 2014. Past 1 year. Past 5 years. Past 10.
[ prospectus-for-fidelity-sweeps.pdf?sfvrsn=10 - Read/Download File

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