Fixed Income Securities Available Online, by Investment Objective
 
  The following table lists some of the frequently transacted fixed income instruments that are currently available online. Investment Objectives have been assigned to each of these security types. For individual transactions, Fidelity believes your fixed income decisions should roughly correspond to these assessments. However, this table is a single security evaluation that serves only as a guideline. As with any investment, an investor's individual circumstances should dictate security selection. Additionally, the table is not intended to provide definitive guidance on your overall portfolio of fixed income. For portfolio guidance, Fidelity provides a Portfolio Review tool.
  You can review or update your investment objective online.
 
Investment Objective - Short-Term
Security Type Eligibility requirements
Treasuries All with a maturity of 1 year or less
GSE bonds All with a maturity of 1 year or less
FDIC Insured CDs (up to $100,000 per issuer, $250,000 in qualifying retirement accounts) All with a maturity of 1 year or less
Municipal bonds (outlined maturities also include securities of any maturity if they have a mandatory event - pre-refund or mandatory put - that falls within the stated guideline. MIG 1/SP-1 or AAA/Aaa rating, with a maturity of 1 year or less
Corporate bonds Prime-1A-1 or AAA/Aaa rating with a maturity of 1 year or less
 
Investment Objective - Conservative
Security Type Eligibility requirements
Treasuries All, with a maturity of 10 years or less
GSE bonds All, with a maturity of 5 years or less
FDIC Insured CDs (up to $100,000 per issuer, $250,000 in qualitying retirement accounts) All, with a maturity of 5 years or less
Municipal bonds(outlines maturities also include securities of any maturity if they have a mandatory event - pre-refund or mandatory put - that falls within the stated guideline)
Meets any of the following:
AAA/Aaa rating, with a maturity of 5 years or less
AA-/Aa3 rating, with a maturity of 3 years or less
A-/A3 rating, with a maturity of 1 year or less
Corporate bonds
Meets any of the following:
AAA/Aaa rating, with a maturity of 3 years or less
AA-/Aa3 rating, with a maturity of 1 years or less
 
Investment Objective - Balanced
Security Type Eligibility requirements
Treasuries All, regardless of maturity
GSE bonds All, with a maturity of 10 years or less
FDIC Insured CDs (up to $100,000 per issuer, $250,000 in qualifying retirement accounts) All, with a maturity of 10 years or less
Municipal bonds (outlined maturities also include securities of any maturity if they have a manatory event - pre-refund or mandatory put - that falls within the stated guideline)
Meets any of the following
AAA/Aaa rating, with a maturity of 10 years or less
AA-/Aa3 rating, with a maturity of 5 years or less
A-/A3 rating, with a maturity of 3 years or less
Corporate bonds
Meets any of the following
AAA/Aaa rating, with a maturity of 5 years or less
AA-/Aa3 rating, with a maturity of 3 years or less
A-/A3 rating, with a maturity of 1 year or less
 
Investment Objective - Growth
Security Type Eligibility requirements
Treasuries All, regardless of maturity
GSE bonds All, regardless of maturity
FDIC Insured CDs (up to $100,000 per issuer, $250,000 in qualifying retirement accounts) All, regardless of maturity
Municipal bonds (outlined maturities also include securities of any maturity if they have a manatory event - pre-refund or mandatory put - that falls within the stated guideline)
Meets any of the following
AAA/Aaa rating, all regardless of maturity
AA-/Aa3 rating, with a maturity of 10 years or less
A-/A3 rating, with a maturity of 5 years or less
BBB/Baa2 rating, with a maturity of 3 years or less
Corporate bonds
Meets any of the following
AAA/Aaa rating, with a maturity of 10 years or less
AA-/Aa3 rating, with a maturity of 5 years or less
A-/A3 rating, with a maturity of 3 years or less
BBB/Baa2 rating, with a maturity of 1 year or less
 
Investment Objective - Aggressive Growth and Most Aggressive
Security Type Eligibility Requirements
Treasuries All, regardless of maturity
GSE bonds All, regardless of maturity
FDIC Insured CDs (up to $100,000 per issuer, $250,000 in qualifying retirement accounts) All, regardless of maturity
Municipal bonds All, regardless of maturity
Corporate bonds All, regardless of maturity
 

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