Fidelity� Four-in-One Index

 (MUTF:FFNOX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.59%  
1 week
   
-0.98%  
4 week
   
-0.98%  
3 month
   
-0.85%  
YTD   +5.02%
   
1 year   +12.08%
   
3 years*   +17.77%
   
5 years*   +11.81%
   
*annualized
Best 3 month return+24.53%  
Worst 3 month return-27.63%  

Morningstar statistics

Morningstar category: Aggressive Allocation
  Return Risk Rating
3 years Above Average Average
5 years Above Average Average
10 years Above Average Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets3.95B 
Front load-  
Deferred load-  
Expense ratio0.22%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash2.34%  
Stocks83.40%  
Bonds14.12%  
Preferred0.12%  
Other0.02%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
37.35-0.22(-0.59%)
Sep 23, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks high total return. The fund invests in a combination of four Fidelity stock and bond index funds (underlying fidelity funds) using an asset allocation strategy designed for investors seeking a broadly diversified, index-based investment. It allocates approximately 48% of its assets in Spartan 500 Index Fund, 12% in Spartan Extended Market Index Fund, 25% in Spartan International Index Fund, and 15% Fidelity U.S. Bond Index Fund.
Fund filings (PDF) »
Asset managers:
Andrew Dierdorf (Started: Jan 15, 2009)
Christopher Sharpe (Started: Jun 12, 2009)
Advisor Company:
Strategic Advisers, Inc.
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston, MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -2.15 0.69 -1.34 -1.86
Beta* 1.47 1.35 1.40 1.37
Mean annual return 1.52 1.26 1.09 0.70
R-squared* 97.77 97.86 98.02 97.78
Standard deviation 7.70 10.74 12.03 13.36
Sharpe ratio 2.36 1.40 1.08 0.51
* Against standard index

Top 10 holdings