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 2005. It normally invests in combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds. The fund use 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 2005).
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*	-0.22	-0.95	-1.67	-
Beta*	0.92	0.85	0.93	-
Mean annual return	1.30	0.01	0.28	-
R-squared*	95.96	97.80	97.26	-
Standard deviation	14.19	12.57	10.12	-
Sharpe ratio	1.09	-0.18	0.03	-
* Against standard index

Risk measurement details »

Security	Net Assets
Fidelity Series Investment Grade Bond	19.66%
Fidelity Short-Term Bond	7.38%
Fidelity Instl MM Fds Money Market Instl	7.16%
Fidelity Disciplined Equity	7.06%
Fidelity Series Large Cap Value	6.47%
Fidelity Strategic Real Return	6.44%
Fidelity Equity-Income	6.07%
Fidelity Growth Company	5.96%
Fidelity Series All-Sector Equity	5.62%
Fidelity Total Bond	5.18%

Holdings Performance »