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Fidelity Clearpath 2040 Port Series F (0P00007693)
Tambah kepada/Keluarkan daripada Portfolio
Tambah kepada Portfolio
26.289
+0.020
+0.07%
11/11 - Ditutup. Matawang dalam CAD
- Penarafan Morningstar:
- Jumlah Aset: 2.16B
Fidelity ClearPath 2040 Port Series F
26.289
+0.020
+0.07%
- Tinjauan
- Profil
- Data Sejarah
- Pegangan
Tinjauan 0P00007693
Di laman ini anda akan mendapat profil terperinci Fidelity Clearpath 2040 Port Series F. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi 0P00007693 antara maklumat lain.
Maklumat Untuk Dihubungi
Eksekutif Tinggi
| Nama | Tajuk | Sejak | Sehingga |
|---|---|---|---|
| Andrew J Dierdorf | Portfolio Manager | 2022 | now |
| Biografi | 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 | 2022 | now |
| Biografi | 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. | ||
| Bruno Weinberg Crocco | Portfolio Manager | 2022 | now |
| Biografi | Bruno Weinberg Crocco is a co-manager of the fund, which he has co-managed since February 2022. He also manages other funds. Since joining Fidelity Investments in 2010, Mr. Crocco has worked as a research analyst and portfolio manager. | ||
| Mariana Egan | Portfolio Manager | 2008 | 2015 |
| Biografi | 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. | ||
| Christopher Sharpe | Portfolio Manager | 2012 | 2014 |
| Biografi | Christopher Sharpe is a Senior Vice President and Portfolio Manager at Natixis Advisors, L.P. In this role, he helps to oversee the firm’s target date strategies and model portfolios. Prior to joining the firm, Mr. Sharpe worked at Fidelity Investments, managing over $225 billion in multi-asset class mutual funds and institutional accounts. He also served previously as an investment policy officer at John Hancock. Mr. Sharpe holds a bachelor’s degree in applied mathematics from Brown University. He is a CFA® Charterholder, a Fellow of the Society of Actuaries, and FINRA Series 7 licensed. | ||
| Mark A. Friebel | Other Executives | 2007 | 2012 |
| Biografi | 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. | ||
| Christopher Sharpe | Portfolio Manager | 2005 | 2007 |
| Biografi | Christopher Sharpe is a Senior Vice President and Portfolio Manager at Natixis Advisors, L.P. In this role, he helps to oversee the firm’s target date strategies and model portfolios. Prior to joining the firm, Mr. Sharpe worked at Fidelity Investments, managing over $225 billion in multi-asset class mutual funds and institutional accounts. He also served previously as an investment policy officer at John Hancock. Mr. Sharpe holds a bachelor’s degree in applied mathematics from Brown University. He is a CFA® Charterholder, a Fellow of the Society of Actuaries, and FINRA Series 7 licensed. | ||
Tulis pendapat anda tentang Fidelity Clearpath 2040 Port Series F
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