Why were Asset Allocation Pools renamed?
On 3/28/24, Fidelity Charitable renamed its Asset Allocation Pools to better reflect the underlying investment. There was no change to the underlying mutual fund and no market impact. No donor action is needed.
Pool Name
Asset Allocation 85% Equity
Previous Name
Aggressive Growth
Underlying Mutual Fund
Fidelity Asset Manager® 85% - Class Z (FIQCX)
Pool Name
Asset Allocation 70% Equity
Previous Name
Growth
Underlying Mutual Fund
Fidelity Asset Manager® 70% - Class Z (FIQBX)
Pool Name
Asset Allocation 60% Equity
Previous Name
Moderate Growth
Underlying Mutual Fund
Fidelity Asset Manager® 60% - Class Z (FIQAX)
Pool Name
Asset Allocation 50% Equity
Previous Name
Balanced
Underlying Mutual Fund
Fidelity Asset Manager® 50% - Class Z (FIKZX)
Pool Name
Asset Allocation 40% Equity
Previous Name
Moderate Income
Underlying Mutual Fund
Fidelity Asset Manager® 40% - Class Z (FIKYX)
Pool Name
Asset Allocation 30% Equity
Previous Name
Income
Underlying Mutual Fund
Fidelity Asset Manager® 30% - Class Z (FIKWX)
Pool Name
Asset Allocation 20% Equity
Previous Name
Conservative Income
Underlying Mutual Fund
Fidelity Asset Manager® 20% - Class Z (FIKVX)