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Fidelity Clearpath 2030 Port Series B (0P000076H7)
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17/12 - Dados em Atraso. Moeda em CAD
- Classificação da Morningstar:
- Total de ativos: 2,34B
Fidelity ClearPath 2030 Port Series B
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-0,06%
0P000076H7 - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Fidelity Clearpath 2030 Port Series B. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P000076H7, entre outras informações.
Informações de Contato
Endereço
Suite 300
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
Telefone
416 307 5200
Fax
416 307 5253
Site
www.fidelity.ca
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Andrew J Dierdorf | Portfolio Manager | 2022 | Agora |
| Biografia | 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 | Agora |
| Biografia | 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 | Agora |
| Biografia | 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 |
| Biografia | 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 |
| Biografia | 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 |
| Biografia | 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 |
| Biografia | 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. | ||
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