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

10.79
Net Asset Value
+0.47%
1 Day
+7.04%
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+0.47% 3 years--
3 months+9.48% 5 years--
1 year+10.21% Since inception+4.78%
Data through --

Peer Comparisonvs. Target-date 2030

 FMJIXCategory
Performance 5-yr return--+5.79%
Expense ratio1.08%0.92%
Risk 5 year sharpe ratio--0.82
Net assets$1.8M$2.3B
Average market cap$31.9B$37.7B
Average P/E17.418.7
Portfolio turnover54%54%

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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. stock51.64%
International stock27.18%
Fixed income13.70%
Cash7.26%
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 F18.41%
FGWBX Strategic Advisers® Value Multi-Manager Fund Class F16.86%
FHJSX Strategic Advisers® Core Multi-Manager Fund Class F16.86%
FFSPX Strategic Advisers® Growth Multi-Manager Fund Class F14.17%
FMAKX Strategic Advisers® Core Income Multi-Manager Fund Class F9.79%
FSWPX Strategic Advisers® Emerging Markets Fund of Funds Class F9.17%
FARMX Strategic Advisers® Small-Mid Cap Multi-Manager Fund Class F8.55%
FLTSX Strategic Advisers® Income Opportunities Fund of Funds Class F2.70%
FCSFX Fidelity® Series Commodity Strategy Fund Class F1.54%
FEDFX Fidelity® Series Emerging Markets Debt Fund Class F0.64%