Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Fidelity® Multi-Manager 2030 Fund Class L (FMJIX)

10.99
Net Asset Value
+0.27%
1 Day
+9.03%
Year-to-Date
Overall Morningstar Rating
Target-date 2030
Style or Category
No Load
Sales Expenses
1.08%
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+3.00% 3 years+5.04%
3 months+3.68% 5 years--
1 year+8.81% Since inception+4.50%
Data through --

Peer Comparisonvs. Target-date 2030

 FMJIXCategory
Performance 5-yr return--+9.40%
Expense ratio1.08%0.90%
Risk 5 year sharpe ratio--0.95
Net assets$1.8M$2.4B
Average market cap$33.6B$38.1B
Average P/E17.918.8
Portfolio turnover54%54%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock51.91%
International stock27.05%
Fixed income14.52%
Cash6.31%
Other0.21%
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 F18.18%
FGWBX Strategic Advisers® Value Multi-Manager Fund Class F16.58%
FHJSX Strategic Advisers® Core Multi-Manager Fund Class F16.58%
FFSPX Strategic Advisers® Growth Multi-Manager Fund Class F13.77%
FMAKX Strategic Advisers® Core Income Multi-Manager Fund Class F10.70%
FSWPX Strategic Advisers® Emerging Markets Fund of Funds Class F9.54%
FARMX Strategic Advisers® Small-Mid Cap Multi-Manager Fund Class F8.15%
FLTSX Strategic Advisers® Income Opportunities Fund of Funds Class F2.49%
FCSFX Fidelity® Series Commodity Strategy Fund Class F1.66%
FFIPX Fidelity® Series Inflation-Protected Bond Index Fund Class F0.80%