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Strategic Advisers® Multi-Manager 2030 Fund (FECPX)

9.15
Net Asset Value
+1.44%
1 Day
-9.23%
Year-to-Date
Overall Morningstar Rating
Target date 2026-2030
Style or Category
No Load
Sales Expenses
1.01%
Expense Ratio
High
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-4.49% 3 years+2.14%
3 months-9.94% 5 years--
1 year-12.56% Since inception+4.60%
Data through --

Peer Comparisonvs. Target date 2026-2030

 FECPXCategory
Performance 5-yr return--+5.99%
Expense ratio1.01%0.94%
Risk 5 year sharpe ratio--0.54
Net assets$1.4M$2.1B
Average market cap$33.8B$35.4B
Average P/E16.717.4
Portfolio turnover27%27%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 3 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock54.26%
International stock25.44%
Fixed income14.15%
Cash5.92%
Other0.24%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
FHJSX Strategic Advisers® Core Multi-Manager Fund Class F17.73%
FGWBX Strategic Advisers® Value Multi-Manager Fund Class F17.58%
FMBKX Strategic Advisers® International Multi-Manager Fund Class F17.58%
FFSPX Strategic Advisers® Growth Multi-Manager Fund Class F14.73%
FMAKX Strategic Advisers® Core Income Multi-Manager Fund Class F9.12%
FARMX Strategic Advisers® Small-Mid Cap Multi-Manager Fund Class F8.64%
FSWPX Strategic Advisers® Emerging Markets Fund of Funds Class F7.91%
FLTSX Strategic Advisers® Income Opportunities Fund of Funds Class F3.07%
FCSFX Fidelity® Series Commodity Strategy F Class0.72%
FEDFX Fidelity® Series Emerging Markets Debt Fund Class F0.60%

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