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Allocation and Specialized Funds

Allocation funds offer exposure to multiple asset classes in one investment – a simple and disciplined way to "put your eggs in many baskets."

Specialized funds allow you to focus on a certain type of asset, such as real estate.

  • Hybrid Funds include stock and bond investments.
  • Asset Manager Funds seek to maintain a stable mix of stocks, bonds, and short-term instruments.
  • Freedom Funds* invest aggressively when you're younger and automatically become more conservative as you near retirement.
  • Income Replacement Funds help turn part of your savings into regular monthly payments during retirement.
  • Strategic Funds include allocations to specialized as well as mainstream asset classes.

Specialized Funds

Real Estate invests in real estate companies (mortgages, real estate investment trusts, etc.).

*Fidelity Freedom Funds are managed by Strategic Advisers, Inc., a subsidiary of FMR LLC.

Performance of the Freedom Funds depends on that of their underlying Fidelity funds. These funds are subject to the volatility of the financial markets in the U.S. and abroad and may be subject to the additional risks associated with investing in high yield, small cap and foreign securities.

Before investing, consider the fund's investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus containing this information. Read it carefully.

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Looking for funds that seek to generate income?

For a source of steady income, there is a variety of fixed-income, equity, hybrid, and specialized mutual funds worth considering.

Learn more about Income-Producing Funds

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