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- Fidelity Portfolio Quick Check®
Assess your portfolio in seconds Dive deep into your portfolios using analytics, historical market scenarios and risk return metrics
- Fidelity Portfolio Quick Check®
This guide will explain the Fidelity Portfolio Quick Check (PQC), and other helpful items to use the tool See the Important Information for additional detail regarding the analytics
- Fidelity Portfolio Quick Check®
Higher Expense Ratio than Benchmark Your portfolio has a higher expense ratio than the benchmark The average net expense ratio of your Portfolio is 0 58%, and the Benchmark 0 32%
- Fidelity Portfolio Quick Check®
When selecting the Fidelity Model Portfolio as the benchmark; the percentages shown are based on an asset allocation methodology established and maintained by Fidelity Investments
- Fidelity Portfolio Quick Check®
All breakdowns at the portfolio level are the weighted average of the breakdowns of the underlying funds based on their "portfolio data as of" date, and may not be representative of a fund's current or future investments
- Fidelity Portfolio Quick Check®
All breakdowns and attributes at the portfolio level are the weighted average of the breakdowns and attributes of the underlying funds based on their "portfolio data as of" date
- Fidelity Portfolio Quick Check®
Before investing have your customer consider the fund (s) investment objectives, risks, charges, and expenses Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information
- Fidelity Portfolio Quick Check®
All breakdowns at the portfolio level are the weighted average of the breakdowns of the underlying funds based on their "portfolio data as of" date, and may not be representative of a fund's current or future investments Portfolio weights are rescaled to reflect % out of all equity positions
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