Strategic Advisers® Multi-Manager 2030 Fund (FECPX)

Net Asset Value
1 Day
Overall Morningstar Rating
Target date 2026-2030
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks high total return until its target retirement date; thereafter the fund's objective will be to seek high current income and, as a secondary objective, capital appreciation. The fund invests in a combination of domestic equity, international equity (developed and emerging markets), bond and short-term affiliated funds (i.e., underlying Strategic Advisers and Fidelity ® funds) and non-affiliated funds that participate in Fidelity's FundsNetwork ®.


1 month-1.53% 3 years--
3 months+0.32% 5 years--
1 year+3.07% Since inception+10.89%
Data through --

Peer Comparisonvs. Target date 2026-2030

Performance 5-yr return--+8.83%
Expense ratio1.01%1.01%
Risk 5 year sharpe ratio--1.02
Net assets$1.5M$2.3B
Average market cap$35.3B$35.6B
Average P/E18.218.4
Portfolio turnover27%27%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 2 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock54.77%
International stock26.85%
Fixed income10.44%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
FMBKX Strategic Advisers® International Multi-Manager Fund Class F18.65%
FGWBX Strategic Advisers® Value Multi-Manager Fund Class F18.10%
FHJSX Strategic Advisers® Core Multi-Manager Fund Class F17.94%
FFSPX Strategic Advisers® Growth Multi-Manager Fund Class F14.87%
FARMX Strategic Advisers® Small-Mid Cap Multi-Manager Fund Class F8.94%
FSWPX Strategic Advisers® Emerging Markets Fund of Funds Class F7.48%
FMAKX Strategic Advisers® Core Income Multi-Manager Fund Class F7.33%
FLTSX Strategic Advisers® Income Opportunities Fund of Funds Class F3.22%
FCSFX Fidelity® Series Commodity Strategy F Class0.76%
FEDFX Fidelity® Series Emerging Markets Debt Fund Class F0.60%

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