Sector Investing in Personal Retirement Annuity

Sector Investing in Personal Retirement Annuity

Sector Investing in Fidelity Personal Retirement Annuity

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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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h1 Sector investing in Fidelity Personal Retirement Annuity

You can choose from 11 funds, each representing a specific segment of the economy.

h2 Get in touch

Open an annuity

800-544-3274


Questions about an existing annuity?

800-634-9361

Go May be appropriate for clients looking to manage downside risk while seeking long-term growth

May be appropriate for clients seeking to gain exposure to sectors that have historically performed well during periods of strengthening corporate profits

Available sector funds

Companies that manufacture goods or provide services that people want but don't necessarily need

Companies that provide goods and services that people use on a daily basis

Companies engaged in businesses such as banking and brokerage, mortgage finance, insurance, or real estate development

Companies engaged in the production and delivery of medicine and health care–related goods and services

Companies engaged in the manufacturing or processing of chemicals and plastics, the harvesting of forests, or the extraction of metals and minerals

Companies engaged in the real estate industry and other real estate–related investments

Companies engaged in the production and delivery of electric power, natural gas, water, and other utility services

Sector investing tools and insights


Get the latest news and analysis for sectors and industries.
See our experts' latest scorecard, including performance details for each sector. Before investing, consider the investment objectives, risks, charges, and expenses of the fund or annuity and its investment options. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully. Investing in a variable annuity involves risk of loss—investment returns and contract value are not guaranteed and will fluctuate. Neither diversification nor asset allocation ensures a profit or guarantees against loss in a declining market. Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Sector funds can be more volatile because of their narrow concentration in a specific industry. 1. Withdrawals of taxable amounts from an annuity are subject to ordinary income tax, and, if taken before age 59½, may be subject to a 10% IRS penalty. Fidelity Personal Retirement Annuity (Policy Form No. DVA-2005, et al.) is issued by Fidelity Investments Life Insurance Company (FILI), 900 Salem Street, Smithfield, RI 02917, and, for New York residents, Personal Retirement Annuity (Policy Form No. EDVA-2005, et al.) is issued by Empire Fidelity Investments Life Insurance Company, New York, N.Y. FILI is licensed in all states except New York. Fidelity Brokerage Services, Member NYSE, SIPC, and Fidelity Insurance Agency, Inc., are the distributors. A contract's financial guarantees are subject to the claims-paying ability of the issuing insurance company. Fidelity Brokerage Services LLC, Member NYSE, , 900 Salem Street, Smithfield, RI 02917 866332.4.0

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