Fidelity� Four-in-One Index

 (MUTF:FFNOX)   Watch this mutual fund  
Find more results for MUTF:FFNOX

Performance

Trailing returns

1 day
   
-0.21%  
1 week   +1.18%
   
4 week
   
-0.19%  
3 month   +3.29%
   
YTD   +6.06%
   
1 year   +16.97%
   
3 years*   +17.71%
   
5 years*   +12.90%
   
*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 assets3.82B 
Front load-  
Deferred load-  
Expense ratio0.22%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash2.06%  
Stocks84.05%  
Bonds13.75%  
Preferred0.11%  
Other0.03%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
37.94+0.05(0.13%)
Aug 26, 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* -1.29 0.16 -1.37 -1.91
Beta* 1.43 1.37 1.40 1.37
Mean annual return 1.10 1.02 1.10 0.68
R-squared* 97.94 97.84 98.02 97.77
Standard deviation 8.43 11.41 12.05 13.35
Sharpe ratio 1.57 1.07 1.09 0.49
* Against standard index

Top 10 holdings