Performance
Trailing returns
| 1 day |
| -0.13% | |||
| 1 week | +0.34% |
| |||
| 4 week | +2.15% |
| |||
| 3 month | +3.63% |
| |||
| YTD | +6.20% |
| |||
| 1 year | +13.22% |
| |||
| 3 years* | +8.69% |
| |||
| 5 years* | +4.00% |
| |||
| *annualized | |||||
| Best 3 month return | +18.23% | |
| Worst 3 month return | -22.40% |
Morningstar statistics
Morningstar category: Target Date 2000-2010
| Return | Risk | Rating | |
| 3 years | Average | Above Average |
 
|
| 5 years | Average | Average |
|
| 10 years | Average | Average |
|
| Overall | Average | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 5.89B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.59% | |
| Management fee | - | |
| Fund family | Fidelity Investments |
Asset allocation
| Cash | 16.46% | |
| Stocks | 42.79% | |
| Bonds | 40.58% | |
| Preferred | 0.26% | |
| Convertible | 0.03% | |
| Other | -0.12% |
Purchase information
| Initial | $2,500 | |
| IRA Initial | $500 | |
| AIP Initial | $2,500 | |
| AIP Additional | $200 |
15.01+0.05(0.33%)
May 17, 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 2010. 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 2010).
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* | 0.11 | -0.58 | -0.76 | -1.67 | |
| Beta* | 0.80 | 0.90 | 0.95 | 0.94 | |
| Mean annual return | 0.71 | 0.63 | 0.41 | 0.54 | |
| R-squared* | 98.25 | 98.99 | 98.14 | 97.56 | |
| Standard deviation | 5.63 | 8.75 | 12.03 | 9.23 | |
| Sharpe ratio | 1.49 | 0.85 | 0.38 | 0.51 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Fidelity Series Investment Grade Bond | 21.50% | |
| Fidelity Series Inflation-Prtct Bd Idx | 10.15% | |
| Fidelity Short-Term Bond | 5.65% | |
| Fidelity Series Commodity Strategy | 4.95% | |
| Fidelity Series High Income | 4.78% | |
| Fidelity Series All-Sector Equity | 4.68% | |
| Fidelity Series International Growth | 4.66% | |
| Fidelity Series International Value | 4.62% | |
| Fidelity Growth Company | 4.34% | |
| Fidelity Blue Chip Growth | 3.17% |