Fidelity� Four-in-One Index

 (MUTF:FFNOX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +3.91%
   
4 week   +0.10%
   
3 month   +2.36%
   
YTD   +7.49%
   
1 year   +8.67%
   
3 years*   +15.43%
   
5 years*   +11.51%
   
*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 assets4.04B 
Front load-  
Deferred load-  
Expense ratio0.22%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash2.46%  
Stocks83.56%  
Bonds13.86%  
Preferred0.10%  
Other0.02%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
38.26+0.03(0.08%)
Dec 24, 1:00PM 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* 0.80 1.19 -0.58 -1.57
Beta* 1.30 1.31 1.40 1.37
Mean annual return 0.80 1.25 1.01 0.64
R-squared* 94.84 96.34 97.82 97.68
Standard deviation 7.53 8.52 11.90 13.35
Sharpe ratio 1.27 1.75 1.01 0.46
* Against standard index

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