Performance
Trailing returns
| 1 day |
| -0.31% | |||
| 1 week | +0.69% |
| |||
| 4 week | +3.82% |
| |||
| 3 month | +5.75% |
| |||
| YTD | +10.22% |
| |||
| 1 year | +20.88% |
| |||
| 3 years* | +11.01% |
| |||
| 5 years* | +2.72% |
| |||
| *annualized | |||||
| Best 3 month return | +26.18% | |
| Worst 3 month return | -31.79% |
Morningstar statistics
Morningstar category: Target Date 2031-2035
| Return | Risk | Rating | |
| 3 years | Below Average | Average |
 
|
| 5 years | Below Average | Average |
|
| 10 years | - | - | - |
| Overall | Below Average | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 5.73B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.75% | |
| Management fee | - | |
| Fund family | Fidelity Investments |
Asset allocation
| Cash | 12.40% | |
| Stocks | 71.06% | |
| Bonds | 16.38% | |
| Preferred | 0.32% | |
| Convertible | 0.04% | |
| Other | -0.21% |
Purchase information
| Initial | $2,500 | |
| IRA Initial | $500 | |
| AIP Initial | $2,500 | |
| AIP Additional | $200 |
12.81+0.08(0.63%)
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 expecting to retire around the year 2035. 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 2035).
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* | -2.54 | -3.94 | -3.84 | - | |
| Beta* | 1.39 | 1.47 | 1.45 | - | |
| Mean annual return | 1.00 | 0.77 | 0.38 | - | |
| R-squared* | 99.16 | 99.12 | 98.33 | - | |
| Standard deviation | 9.76 | 14.36 | 18.28 | - | |
| Sharpe ratio | 1.22 | 0.64 | 0.24 | - | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Fidelity Series Investment Grade Bond | 9.58% | |
| Fidelity Series Commodity Strategy | 8.72% | |
| Fidelity Series All-Sector Equity | 7.83% | |
| Fidelity Series International Growth | 7.66% | |
| Fidelity Series International Value | 7.59% | |
| Fidelity Growth Company | 7.43% | |
| Fidelity Series High Income | 6.87% | |
| Fidelity Blue Chip Growth | 5.30% | |
| Fidelity Series Stk Selec Lg Cp Val | 4.90% | |
| Fidelity Series Equity-Income | 4.86% |