| Understanding what you currently own is vital in determining your next steps. The reason? Diversification. Proper diversification may help your portfolio weather periods of volatility while helping you achieve your goals. To achieve a diversified portfolio, you can use different types of funds with complementary styles, objectives and market caps.* |
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| , take an in-depth look at your holdings with: |
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Fidelity Portfolio Analysis. This helpful tool categorizes your Fidelity and other accounts based on their underlying holdings—including individual securities—to give you a better understanding of your portfolio's asset allocation and investment mix. |
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For mutual funds and variable annuities, the tool "looks through" to the funds' underlying securities, showing your holdings by asset class, industry and sector weighting, and foreign versus domestic exposure. |
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Overview
