Performance
Trailing returns
| 1 day | +0.16% |
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| 1 week | +1.02% |
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| 4 week | +4.46% |
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| 3 month | +5.82% |
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| YTD | +9.18% |
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| 1 year | +20.23% |
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| 3 years* | +12.19% |
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| 5 years* | +3.70% |
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| *annualized | |||||
| Best 3 month return | +23.63% | |
| Worst 3 month return | -28.71% |
Morningstar statistics
Morningstar category: Target Date 2021-2025
| Return | Risk | Rating | |
| 3 years | Below Average | Average |
 
|
| 5 years | Average | Average |
|
| 10 years | - | - | - |
| Overall | Average | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 8.36B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.69% | |
| Management fee | - | |
| Fund family | Fidelity Investments |
Asset allocation
| Cash | 11.86% | |
| Stocks | 58.98% | |
| Bonds | 28.97% | |
| Preferred | 0.33% | |
| Convertible | 0.04% | |
| Other | -0.17% |
Purchase information
| Initial | $2,500 | |
| IRA Initial | $500 | |
| AIP Initial | $2,500 | |
| AIP Additional | $200 |
12.89+0.01(0.08%)
May 21, 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 2025. 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 2025).
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* | -1.07 | -2.38 | -2.49 | - | |
| Beta* | 1.13 | 1.24 | 1.27 | - | |
| Mean annual return | 0.90 | 0.73 | 0.41 | - | |
| R-squared* | 98.96 | 99.10 | 98.34 | - | |
| Standard deviation | 7.93 | 12.15 | 16.00 | - | |
| Sharpe ratio | 1.34 | 0.72 | 0.29 | - | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Fidelity Series Investment Grade Bond | 17.14% | |
| Fidelity Series Commodity Strategy | 7.19% | |
| Fidelity Series High Income | 6.90% | |
| Fidelity Series All-Sector Equity | 6.50% | |
| Fidelity Series International Growth | 6.35% | |
| Fidelity Series International Value | 6.30% | |
| Fidelity Growth Company | 6.13% | |
| Fidelity Series Inflation-Prtct Bd Idx | 5.37% | |
| Fidelity Blue Chip Growth | 4.39% | |
| Fidelity Series Stk Selec Lg Cp Val | 4.08% |