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Fidelity Clearpath Inst 2025 Portfolio (0P000084Q6)

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Fidelity Clearpath Inst 2025 Portfolio historical data, for real-time data please try another search
0.022 0.000    0.00%
04/02 - Closed. Currency in CAD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 813.22M
Type:  Fund
Market:  Canada
Issuer:  Fidelity Investments Canada ULC
Asset Class:  Other
Fidelity Clearpath Inst 2025 Portfolio 0.022 0.000 0.00%

0P000084Q6 Overview

 
On this page you'll find an in-depth profile of Fidelity Clearpath Inst 2025 Portfolio. Learn about the key management, total assets, investment strategy and contact information of 0P000084Q6 among other information.
Category

2025 Target Date Portfolio

Total Assets

813.22M

Expenses

Inception Date

Mar 10, 2008

Investment Strategy

The fund seeks high total return. It invests in a combination of underlying Fidelity funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2025. The fund's asset allocation strategy becomes more conservative as it approaches 2025. The fund continues becoming more conservative until the asset mix is approximately the same as ClearPath Income GSF, at which point the funds will merge.

Contact Information

Address Suite 200
Toronto,ON M5G 2N7
Canada
Phone 416 307 5200
Fax 416 307 5253

Top Executives

Name Title Since Until
Bruno Crocco - 2019 Now
Andrew Dierdorf Portfolio Manager 2018 Now
Biography Andrew Dierdorf is co-manager of each fund, which he has managed since October 2009 (other than Fidelity Freedom® Index 2055 Fund, Fidelity Freedom® Index 2060 Fund, and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2055 Fund since June 2011, Fidelity Freedom® Index 2060 Fund since August 2014, and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2004, Mr. Dierdorf has worked as a portfolio manager.
Brett F. Sumsion Portfolio Manager 2014 Now
Biography Brett Sumsion is co-manager of each fund, which he has managed since January 2014 (other than Fidelity Freedom® Index 2060 Fund and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2060 Fund since August 2014 and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2014, Mr. Sumsion has worked as a portfolio manager. Mr. Sumsion earned his bachelor of arts degree from Brigham Young University and his MBA from The Wharton School at the University of Pennsylvania. He is a CFA charterholder.
Mariana Egan Portfolio Manager 2008 2015
Biography Mariana Egan is a portfolio manager at Fidelity Investments. In this role, she manages lifecycle and other asset allocation investments vehicles for institutional investors. Prior to joining Fidelity in 2007, Mariana was a portfolio manager in the Asset Allocation group at Barclays Global Investors. Mariana earned a Master’s degree in Business Administration from the University of California at Berkeley. She is a Chartered Financial Analyst charterholder.
Mark A. Friebel Other Executives 2008 2012
Biography Mark A. Friebel is senior vice president and head of Asset Allocation for Pyramis Global Advisors, a Fidelity Investments company. Prior to joining Pyramis, he was the head of the asset allocation and product strategy group at Barclay's Global Investors in San Francisco. Mr. Friebel received a Bachelor of Science degree in Political Science from Santa Clara University and a master's degree in Business Administration from Thunderbird, the Garvin School of International Management.
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