Performance
Trailing returns
| 1 day | +0.33% |
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| 1 week | +0.66% |
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| 4 week | +3.64% |
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| 3 month | +4.41% |
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| YTD | +7.40% |
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| 1 year | +16.33% |
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| 3 years* | +9.72% |
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| 5 years* | +3.33% |
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| *annualized | |||||
| Best 3 month return | +22.35% | |
| Worst 3 month return | -27.59% |
Morningstar statistics
Morningstar category: Target Date 2016-2020
| Return | Risk | Rating | |
| 3 years | Average | Average |
 
|
| 5 years | Average | Average |
|
| 10 years | Average | Average |
|
| Overall | Average | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 13.71B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.64% | |
| Management fee | - | |
| Fund family | Fidelity Investments |
Asset allocation
| Cash | 14.18% | |
| Stocks | 48.60% | |
| Bonds | 37.02% | |
| Preferred | 0.29% | |
| Convertible | 0.04% | |
| Other | -0.14% |
Purchase information
| Initial | US$2,500 | |
| IRA Initial | US$500 | |
| AIP Initial | US$2,500 | |
| AIP Additional | US$200 |
15.27+0.05(0.33%)
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 2020. 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 2020).
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* | -0.53 | -1.61 | -2.24 | -2.25 | |
| Beta* | 0.94 | 1.08 | 1.17 | 1.18 | |
| Mean annual return | 0.78 | 0.68 | 0.39 | 0.62 | |
| R-squared* | 98.62 | 98.94 | 97.97 | 97.28 | |
| Standard deviation | 6.65 | 10.56 | 14.78 | 11.61 | |
| Sharpe ratio | 1.40 | 0.76 | 0.29 | 0.50 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Fidelity Series Investment Grade Bond | 21.66% | |
| Fidelity Series Inflation-Prtct Bd Idx | 8.18% | |
| Fidelity Series Commodity Strategy | 5.85% | |
| Fidelity Series High Income | 5.36% | |
| Fidelity Series All-Sector Equity | 5.35% | |
| Fidelity Series International Growth | 5.27% | |
| Fidelity Series International Value | 5.22% | |
| Fidelity Growth Company | 4.95% | |
| Fidelity Blue Chip Growth | 3.63% | |
| Fidelity Series Stk Selec Lg Cp Val | 3.42% |