Fidelity� Four-in-One Index

 (MUTF:FFNOX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.67%  
1 week   +0.92%
   
4 week
   
-1.02%  
3 month   +3.26%
   
YTD   +0.08%
   
1 year   +9.72%
   
3 years*   +13.38%
   
5 years*   +11.68%
   
*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 assets4.03B 
Front load-  
Deferred load-  
Expense ratio0.22%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash2.06%  
Stocks84.05%  
Bonds13.73%  
Preferred0.13%  
Other0.02%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
37.06+0.29(0.79%)
Jan 29, 4:00PM EST 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* 0.46 1.45 -0.61 -1.55
Beta* 1.28 1.31 1.39 1.36
Mean annual return 0.56 1.22 0.96 0.60
R-squared* 95.55 96.54 97.85 97.66
Standard deviation 7.61 8.58 11.93 13.33
Sharpe ratio 0.89 1.69 0.96 0.43
* Against standard index

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