Enhanced Pool Performance Pages, Now Updated Monthly
Plus New Asset Allocation and Holdings Detail for the Charitable Legacy Pool
To better serve our donors and their advisors, we've added more data to the online pool performance reports.
We now display:
- Cumulative performance: Rolling 3-month and year-to-date
- Average annual performance: 1, 3, 5, and 10 year
- Both the gross expense ratio and the expense ratio net of any fee waiver and/or expense reimbursements
We have also moved to a monthly update of pool performance, launching on or around the 10th business day of each month.
Charitable Legacy Pool
We've added new asset allocation and holdings detail views to the Charitable Legacy Pool's performance page.
Users can quickly see how the pool is allocated among its four primary asset classes:
It's easy to select one and view a further breakdown of the primary asset class:
Under each sub-asset class, the individual underlying funds display with their weighting of the pool:
Ongoing Enhancements at Fidelity Charitable
These changes were made to help donors and their advisors more efficiently track the pools a Giving Account is invested in.
Comments and feedback are always welcome as we plan for future enhancements.