Your Modeled Sector Allocations

Unlocked sectors are automatically adjusted so that the total allocation equals 100%. You can compare your allocation against the default MSCI USA IMI, select a different benchmark, or make no benchmark comparison. Neither the automatic allocation nor any benchmark should be considered Fidelity recommendations.

Research Sectors & Industries

Growth of Hypothetical $10,000

Back Testing Setting: Relative

Benchmark performance is derived using RIMES Benchmark Data Services data as of   .

This chart illustrates total calendar year returns of the hypothetical portfolio you have modeled. If you chose to model your portfolio using a benchmark, this chart will also illustrate the performance of that selected benchmark. The performance of each sector is represented by the corresponding S&P 500 Sector Index. The most recent calendar year will only reflect year-to-date data and may not display return information for a full calendar year.

Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

This chart illustrates the historical performance of a hypothetical $10,000 investment made on the start date shown. The performance of each sector in the hypothetical portfolio you modeled is represented by the corresponding S&P 500 Sector Index. If you chose to model your portfolio using a benchmark, this chart will also illustrate the performance of that selected benchmark.

Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

The Volatility chart displays the standard deviation of historical monthly returns for the hypothetical portfolio you have modeled. If you chose to model a hypothetical portfolio using a benchmark, this chart will also illustrate the standard deviation of historical monthly returns for that selected benchmark. The standard deviation of each sector is based on the historical monthly returns of the corresponding S&P 500 Sector Index.

Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

*MSCI USA Investable Market Index (MSCI USA IMI) is an equity benchmark designed to measure the performance of the large, mid, and small-cap segments of the U.S. market. With 2,450 companies, the index covers approximately 99% of the U.S. market capitalization. Index returns shown for period prior to May 31, 2007 are returns of the MSCI U.S. Investable Market 2500 Index.

This chart illustrates total calendar year returns of the hypothetical portfolio you have modeled. If you chose to model your portfolio using a benchmark, this chart will also illustrate the performance of that selected benchmark. The performance of each sector is represented by the corresponding MSCI USA Investable Market Sector Index. The most recent calendar year will only reflect year-to-date data and may not display return information for a full calendar year.

Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

This chart illustrates the historical performance of a hypothetical $10,000 investment made on the start date shown. The performance of each sector in the hypothetical portfolio you modeled is represented by the corresponding MSCI USA Investable Market Sector Index. If you chose to model your portfolio using a benchmark, this chart will also illustrate the performance of that selected benchmark.

Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.

The Volatility chart displays the standard deviation of historical monthly returns for the hypothetical portfolio you have modeled. If you chose to model a hypothetical portfolio using a benchmark, this chart will also illustrate the standard deviation of historical monthly returns for that selected benchmark. The standard deviation of each sector is based on the historical monthly returns of the corresponding MSCI USA Investable Market Sector Index.

Performance data represents past performance and is no guarantee of future results. Actual performance may be higher or lower than the performance data shown, which does not consider rebalancing, stock splits, mergers, or other similar events. It is not possible to invest in an index. Please see the methodology for more information.