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 underlying domestic equity, international equity, bond and short-term affiliated funds (i.e., Strategic Advisers and Fidelity Funds) and non-affiliated funds that participate in Fidelity's FundsNetwork ®.


1 month+0.75% 3 years--
3 months+1.99% 5 years--
1 year+8.96% Since inception+10.92%
Data through --

Peer Comparisonvs. Target date 2026-2030

Performance 5-yr return--+8.83%
Expense ratio1.03%1.01%
Risk 5 year sharpe ratio--0.84
Net assets$1.4M$2.2B
Average market cap$34.6B$35.4B
Average P/E18.318.4
Portfolio turnover63%63%

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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. stock55.43%
International stock25.29%
Fixed income10.98%
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 F18.36%
FGWBX Strategic Advisers® Value Multi-Manager Fund Class F18.01%
FHJSX Strategic Advisers® Core Multi-Manager Fund Class F17.95%
FFSPX Strategic Advisers® Growth Multi-Manager Fund Class F14.93%
FARMX Strategic Advisers® Small-Mid Cap Multi-Manager Fund Class F9.04%
FMAKX Strategic Advisers® Core Income Multi-Manager Fund Class F7.44%
FSWPX Strategic Advisers® Emerging Markets Fund of Funds Class F7.17%
FLTSX Strategic Advisers® Income Opportunities Fund of Funds Class F3.57%
FCSFX Fidelity® Series Commodity Strategy F Class0.77%
FEDFX Fidelity® Series Emerging Markets Debt Fund Class F0.62%

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