The investment seeks high total return; capital appreciation is a secondary objective. The fund uses a moderate asset allocation strategy designed for investors expecting to retire around the year 2000. It normally invests in combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds. The fund uses an asset allocation strategy that becomes increasingly conservative until it reaches 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) »

Asset managers:
Jonathan Shelon (Started: Mar 14, 2005)
Chris Sharpe (Started: Sep 4, 2007)

Advisor Company:
Strategic Advisers, Inc.
Fund family reports on Morningstar »

	1 year	3 years	5 years	10 years
Alpha*	2.56	0.08	-0.90	-0.56
Beta*	0.53	0.50	0.54	0.52
Mean annual return	0.99	0.14	0.27	0.30
R-squared*	93.39	95.69	93.98	87.50
Standard deviation	8.35	7.50	6.00	5.55
Sharpe ratio	1.40	-0.10	0.04	0.11
* Against standard index

Risk measurement details »

Security	Net Assets
Fidelity Series Investment Grade Bond	20.54%
Fidelity Short-Term Bond	18.83%
Fidelity Instl MM Fds Money Market Instl	18.25%
Fidelity Strategic Real Return	6.67%
Fidelity Total Bond	5.48%
Fidelity Disciplined Equity	4.31%
Fidelity Series Large Cap Value	3.81%
Fidelity Equity-Income	3.71%
Fidelity Growth Company	3.63%
Fidelity Series All-Sector Equity	3.29%

Holdings Performance »