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Strategic Advisers® Multi-Manager 2030 Fund (FECPX)

10.25
Net Asset Value
-2.44%
1 Day
-7.07%
Year-to-Date
Overall Morningstar Rating
Target date 2026-2030
Style or Category
No Load
Sales Expenses
1.01%
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 ®.

Performance

1 month-6.22% 3 years--
3 months-7.82% 5 years--
1 year-4.49% Since inception+9.85%
Data through --

Peer Comparisonvs. Target date 2026-2030

 FECPXCategory
Performance 5-yr return--+10.54%
Expense ratio1.01%0.99%
Risk 5 year sharpe ratio--0.96
Net assets$1.6M$2.2B
Average market cap$34.6B$37.0B
Average P/E17.918.3
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--

Holdings

U.S. stock54.96%
International stock26.52%
Fixed income10.68%
Cash7.58%
Other0.27%
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 F18.23%
FGWBX Strategic Advisers® Value Multi-Manager Fund Class F18.06%
FHJSX Strategic Advisers® Core Multi-Manager Fund Class F17.93%
FFSPX Strategic Advisers® Growth Multi-Manager Fund Class F14.96%
FARMX Strategic Advisers® Small-Mid Cap Multi-Manager Fund Class F9.09%
FMAKX Strategic Advisers® Core Income Multi-Manager Fund Class F7.79%
FSWPX Strategic Advisers® Emerging Markets Fund of Funds Class F7.41%
FLTSX Strategic Advisers® Income Opportunities Fund of Funds Class F3.22%
FCSFX Fidelity® Series Commodity Strategy F Class0.78%
FEDFX Fidelity® Series Emerging Markets Debt Fund Class F0.60%

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