Mutual Fund Risk Based Portfolio

  • AMP portfolios will be invested in no to very low cost Fidelity mutual funds and ETFs
  • This spectrum of asset allocation models available in the AMP Program is designed to serve investor profiles suggested by an institutional adviser.
  • Geode Capital Management, LLC’s (“Geode”) outcome‐driven asset allocation models seek to provide risk‐adjusted returns over a market cycle in a cost effective and efficient manner. Geode attempts this by constructing portfolios using a mix of domestic stock, foreign stock, and fixed income mutual funds and exchange traded funds, with the inclusion of allocations to sub‐asset classes and minimal required cash positions.
  • Models range from 20% Equity/80% Fixed Income, to 85% Equity/15% Fixed Income.