Fidelity� Four-in-One Index

 (MUTF:FFNOX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.55%
   
1 week   +0.26%
   
4 week   +0.09%
   
3 month   +5.23%
   
YTD   +4.35%
   
1 year   +9.94%
   
3 years*   +13.70%
   
5 years*   +10.82%
   
*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 assets4.21B 
Front load-  
Deferred load-  
Expense ratio0.22%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash1.80%  
Stocks84.40%  
Bonds13.64%  
Preferred0.14%  
Other0.02%  

Purchase information

Initial$2,500  
IRA Initial$500  
AIP Initial$2,500  
AIP Additional$200  
38.60+0.21(0.55%)
Apr 20, 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* 2.23 1.32 -0.41 -1.41
Beta* 1.29 1.36 1.39 1.37
Mean annual return 0.64 1.01 0.93 0.64
R-squared* 95.91 97.02 97.75 97.63
Standard deviation 7.38 8.64 11.81 13.36
Sharpe ratio 1.04 1.39 0.94 0.47
* Against standard index

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