Performance
Trailing returns
| 1 day | +0.19% |
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| 1 week | +1.45% |
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| 4 week | +5.98% |
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| 3 month | +7.35% |
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| YTD | +11.80% |
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| 1 year | +25.49% |
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| 3 years* | +13.70% |
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| 5 years* | +2.46% |
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| *annualized | |||||
| Best 3 month return | +28.28% | |
| Worst 3 month return | -34.06% |
Morningstar statistics
Morningstar category: Target Date 2046-2050
| Return | Risk | Rating | |
| 3 years | Below Average | Average |
 
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| 5 years | Below Average | Average |
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| 10 years | - | - | - |
| Overall | Below Average | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 2.11B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.77% | |
| Management fee | - | |
| Fund family | Fidelity Investments |
Asset allocation
| Cash | 12.54% | |
| Stocks | 74.85% | |
| Bonds | 12.44% | |
| Preferred | 0.34% | |
| Convertible | 0.05% | |
| Other | -0.23% |
Purchase information
| Initial | $2,500 | |
| IRA Initial | $500 | |
| AIP Initial | $2,500 | |
| AIP Additional | $200 |
10.42-0.08(-0.76%)
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 expecting to retire around the year 2050. 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 2050).
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* | -3.12 | -4.78 | -4.78 | - | |
| Beta* | 1.50 | 1.59 | 1.56 | - | |
| Mean annual return | 1.05 | 0.80 | 0.36 | - | |
| R-squared* | 99.03 | 98.97 | 98.19 | - | |
| Standard deviation | 10.54 | 15.59 | 19.78 | - | |
| Sharpe ratio | 1.18 | 0.61 | 0.20 | - | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Fidelity Series Commodity Strategy | 9.38% | |
| Fidelity Series High Income | 9.21% | |
| Fidelity Series All-Sector Equity | 8.21% | |
| Fidelity Series International Value | 8.06% | |
| Fidelity Series International Growth | 8.06% | |
| Fidelity Growth Company | 7.88% | |
| Fidelity Blue Chip Growth | 5.59% | |
| Fidelity Series Stk Selec Lg Cp Val | 5.15% | |
| Fidelity Series Equity-Income | 5.10% | |
| Fidelity Series Large Cap Value | 5.02% |