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Strategic Advisers® Multi-Manager 2030 Fund Class L (FMJIX)

10.29
Net Asset Value
+0.29%
1 Day
+2.08%
Year-to-Date
Overall Morningstar Rating
Target-date 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-0.30% 3 years--
3 months+8.07% 5 years--
1 year-4.49% Since inception+3.35%
Data through --

Peer Comparisonvs. Target-date 2030

 FMJIXCategory
Performance 5-yr return--+5.38%
Expense ratio1.01%0.94%
Risk 5 year sharpe ratio--0.54
Net assets$1.4M$2.2B
Average market cap$30.6B$35.5B
Average P/E16.117.5
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. stock53.54%
International stock26.26%
Fixed income13.41%
Cash6.54%
Other0.24%
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 F18.16%
FHJSX Strategic Advisers® Core Multi-Manager Fund Class F17.38%
FGWBX Strategic Advisers® Value Multi-Manager Fund Class F17.30%
FFSPX Strategic Advisers® Growth Multi-Manager Fund Class F14.42%
FMAKX Strategic Advisers® Core Income Multi-Manager Fund Class F9.44%
FARMX Strategic Advisers® Small-Mid Cap Multi-Manager Fund Class F8.77%
FSWPX Strategic Advisers® Emerging Markets Fund of Funds Class F8.25%
FLTSX Strategic Advisers® Income Opportunities Fund of Funds Class F3.05%
FCSFX Fidelity® Series Commodity Strategy Fund Class F1.22%
FEDFX Fidelity® Series Emerging Markets Debt Fund Class F0.64%

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