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 2015. It normally invests in combination of 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 2015).
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*	-0.91	1.39	-1.45	-
Beta*	1.03	0.64	1.05	-
Mean annual return	1.40	-0.02	0.32	-
R-squared*	96.19	97.92	97.55	-
Standard deviation	15.91	14.04	11.44	-
Sharpe ratio	1.05	-0.19	0.07	-
* Against standard index

Risk measurement details »

Security	Net Assets
Fidelity Series Investment Grade Bond	20.02%
Fidelity Disciplined Equity	7.72%
Fidelity Series Large Cap Value	7.09%
Fidelity Equity-Income	6.63%
Fidelity Strategic Real Return	6.53%
Fidelity Growth Company	6.51%
Fidelity Series All-Sector Equity	6.14%
Fidelity Total Bond	5.28%
Fidelity Series 100 Index	5.09%
Fidelity Short-Term Bond	3.82%

Holdings Performance »