Performance
Trailing returns
| 1 day | +0.08% |
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| 1 week | +0.32% |
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| 4 week | +1.31% |
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| 3 month | +2.12% |
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| YTD | +3.03% |
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| 1 year | +7.48% |
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| 3 years* | +6.14% |
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| 5 years* | +3.76% |
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| *annualized | |||||
| Best 3 month return | +10.02% | |
| Worst 3 month return | -13.30% |
Morningstar statistics
Morningstar category: Target Date 2000-2010
| Return | Risk | Rating | |
| 3 years | Low | Low |
 
|
| 5 years | Average | Low |
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| 10 years | Low | Low |
|
| Overall | Below Average | Low |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 995.32M | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.44% | |
| Management fee | - | |
| Fund family | Fidelity Investments |
Asset allocation
| Cash | 28.51% | |
| Stocks | 18.34% | |
| Bonds | 52.96% | |
| Preferred | 0.20% | |
| Convertible | 0.03% | |
| Other | -0.04% |
Purchase information
| Initial | $2,500 | |
| IRA Initial | $500 | |
| AIP Initial | $2,500 | |
| AIP Additional | $200 |
12.56-0.04(-0.32%)
May 22, 4:00PM EDT
Overall Morningstar RatingTM
Description
The investment seeks high total return until its target retirement date. The fund invests in a combination of underlying Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds using a moderate asset allocation strategy designed for investors expected to have retired around the year 2000. It uses an asset allocation strategy that becomes increasingly conservative until it reaches approximately 15% in domestic equity funds, 5% in international equity funds, 40% in bond funds, and 40% in short-term funds (approximately 10 to 15 years after the year 2000).
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Andrew Dierdorf (Started: Jun 30, 2011)
Chris Sharpe (Started: Sep 4, 2007)
Andrew Dierdorf (Started: Jun 30, 2011)
Chris Sharpe (Started: Sep 4, 2007)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 1.54 | 1.32 | 0.96 | -0.43 | |
| Beta* | 0.33 | 0.41 | 0.50 | 0.50 | |
| Mean annual return | 0.43 | 0.42 | 0.34 | 0.39 | |
| R-squared* | 93.86 | 96.25 | 94.34 | 92.42 | |
| Standard deviation | 2.40 | 4.07 | 6.44 | 4.98 | |
| Sharpe ratio | 2.08 | 1.22 | 0.59 | 0.59 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Fidelity Series Investment Grade Bond | 21.45% | |
| Fidelity Short-Term Bond | 17.81% | |
| Fidelity Series Inflation-Prtct Bd Idx | 11.44% | |
| Fidelity Series High Income | 4.95% | |
| Fidelity Series International Growth | 2.01% | |
| Fidelity Series International Value | 2.00% | |
| Fidelity Series All-Sector Equity | 1.97% | |
| Fidelity Series Commodity Strategy | 1.88% | |
| Fidelity Growth Company | 1.83% | |
| Fidelity Blue Chip Growth | 1.34% |