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Fidelity ClearPath® Retirement Portfolios


A clear path to retirement

Whether your retirement is just around the corner or still down the road, a Fidelity ClearPath® Retirement Portfolio is designed to help you reach a more financially secure retirement. With the help of your advisor, you can pick the Portfolio that’s most appropriate for your target retirement date. ClearPath will gradually move you into the right mix of investments as you progress in your journey.

Keep your investment mix in line with your long-term financial goals through discipline, ongoing monitoring and appropriate diversification:

Key features

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Discipline

  • When volatility creates emotional responses in the market, ClearPath’s investment discipline provides greater peace of mind.
  • Your ClearPath Portfolio will remain focused on your long-term goals, with an investment mix appropriate to your needs.
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Monitoring

  • The ClearPath management team ensures that market fluctuations don't throw your portfolio out of balance and expose you to additional risk.
  • Your investment mix will remain aligned with your needs, while becoming more conservative as your target date draws near.
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Diversification

  • Fidelity ClearPath Portfolios don’t put all your eggs in one basket, but are diversified among several leading Fidelity mutual funds.

 

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Fidelity ClearPath Portfolios – Not just for retirement

Fidelity ClearPath Portfolios may be a good way to save for other financial goals with a known time horizon, not just retirement, such as a child’s post-secondary education or a vacation property. Simply match the time horizon with the right Portfolio.

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