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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® Portfolio Observations Based on the current portfolio and benchmark you have indicated, you may want to consider the following ways to align your portfolio
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® 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® Data is unavailable if a fund in the current portfolio has less than a three-year track record Note: Currently PQC may include a target allocation portfolio of ETFs or Fidelity Model Portfolios in place of the industry benchmarks as a point of comparison
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
Fidelity Portfolio Quick Check® For mutual fund performance information, you should check the fund's current prospectus for the most up-to-date information concerning applicable loads, fees, and expenses