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Fidelity® Multi-Manager 2030 Fund (FECPX)

10.85
Net Asset Value
-0.09%
1 Day
+1.59%
Year-to-Date
Overall Morningstar Rating
Target-date 2030
Style or Category
No Load
Sales Expenses
1.10%
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+1.36% 3 years+4.76%
3 months+3.74% 5 years--
1 year+17.72% Since inception+6.99%
Data through --

Peer Comparisonvs. Target-date 2030

 FECPXCategory
Performance 5-yr return--+8.06%
Expense ratio1.10%0.90%
Risk 5 year sharpe ratio--0.98
Net assets$1.8M$2.4B
Average market cap$33.6B$38.0B
Average P/E17.719.2
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureAndrew Dierdorf / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock53.43%
International stock25.94%
Fixed income15.21%
Cash5.20%
Other0.22%
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 F17.57%
FGWBX Strategic Advisers® Value Multi-Manager Fund Class F17.46%
FHJSX Strategic Advisers® Core Multi-Manager Fund Class F16.94%
FFSPX Strategic Advisers® Growth Multi-Manager Fund Class F13.73%
FMAKX Strategic Advisers® Core Income Multi-Manager Fund Class F10.33%
FSWPX Strategic Advisers® Emerging Markets Fund of Funds Class F8.90%
FARMX Strategic Advisers® Small-Mid Cap Multi-Manager Fund Class F8.71%
FLTSX Strategic Advisers® Income Opportunities Fund of Funds Class F2.44%
FCSFX Fidelity® Series Commodity Strategy Fund Class F1.66%
FFIPX Fidelity® Series Inflation-Protected Bond Index Fund Class F0.78%