Hands-On Investing Approach for Fidelity Personal Retirement Annuity®

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Build your own portfolio by choosing your funds

Building your own portfolio may be a good choice if you:

  • Prefer to do your own research and pick the funds you want
  • Prefer to construct your own target asset allocation based upon your risk tolerance and financial situation
  • Have the time to manage your portfolio on an ongoing basis

How you invest starts with choosing an asset mix that's in line with your current circumstances and your short- and long-term goals. Explore the asset mixes below to find a fit for you and then select your funds.

Step one: Choose your asset mix

This asset mix may be appropriate for investors who want to minimize the effect of market fluctuations by taking an income-oriented approach with some potential for capital appreciation.

Asset Mix

14% Domestic Stock
6% Foreign Stock
50% Bonds
30% Short Term

Explore additional options to build your portfolio

Depending on your goals and investor personality, you may want to explore some additional types of funds.

Get help selecting your investments

We offer fund performance pages to find a variety of important information, including performance reports (average annual total returns by quarter and month as well as short-term performance), Morningstar ratings, and daily pricing for annuity funds.

Click on any portfolio name and you'll be able to pull up a comprehensive overview of the current fund details, including expenses, holdings, and objectives. These powerful resources help make it faster and easier for you to compare choices and help make your investment decisions.

Research FPRA funds