Retirees' Shift to Equities Fuels Interest in Stocks Like FSV, JPM, and TROW

As retirement planning evolves, more investors are being encouraged to keep 40% to 80% of their portfolios in equities. This shift could lead to a larger share of retirement money flowing towards certain stocks and funds.

Three stocks identified by Simply Wall St's screener as potential beneficiaries of this trend are Fidelity Investment Trust - Fidelity Special Values, JPMorgan Chase, and T. Rowe Price Group.

Fidelity Investment Trust - Fidelity Special Values is a UK-based investment trust that focuses on undervalued and special situation stocks. With a market cap of around £1.52b, it's in the mid-cap bracket. The trust has reported revenue of about £369 million from its Investment Trust Company segment.

The stock currently trades at a steep discount to one DCF-based estimate of fair value, with a P/E ratio of 4.4x and strong return on equity. However, there are concerns about the trust's unstable dividend history, reliance on external funding, and relatively low board independence.

JPMorgan Chase is one of the world's largest universal banks, with a market cap of around US$947.1b. It earns significant fees from asset and wealth management, including dividend ETFs and retirement solutions well-suited for retirees who plan to keep 40% to 80% of their portfolios in equities.

T. Rowe Price Group is a long-established asset manager with a market cap of around US$24.3b. Two-thirds of its assets are retirement-related, and it's a major provider of active equity and target date products. However, the company faces pressure from low-fee passive products and ongoing equity outflows.