Fidelity� Four-in-One Index

 (MUTF:FFNOX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +2.51%
   
1 week
   
-5.36%  
4 week
   
-5.66%  
3 month
   
-6.93%  
YTD
   
-2.71%  
1 year
   
-2.68%  
3 years*   +10.39%
   
5 years*   +11.54%
   
*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 assets4.39B 
Front load-  
Deferred load-  
Expense ratio0.22%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash1.53%  
Stocks84.03%  
Bonds14.43%  
Other0.02%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
36.64+0.65(1.81%)
Aug 27, 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)
Chris 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* 4.36 2.34 0.41 -1.22
Beta* 1.29 1.33 1.37 1.36
Mean annual return 0.59 1.11 1.01 0.61
R-squared* 93.31 95.67 97.15 97.48
Standard deviation 7.25 7.37 10.74 13.33
Sharpe ratio 0.97 1.80 1.12 0.45
* Against standard index

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