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

11.44
Net Asset Value
-0.52%
1 Day
+7.22%
Year-to-Date
Overall Morningstar Rating
Target-date 2030
Style or Category
No Load
Sales Expenses
1.05%
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., Strategic Advisers  and Fidelity  Funds) and non-affiliated funds that participate in Fidelity's FundsNetwork .

Performance

1 month+0.88% 3 years+5.69%
3 months+4.86% 5 years--
1 year+20.36% Since inception+6.92%
Data through --

Peer Comparisonvs. Target-date 2030

 FMJIXCategory
Performance 5-yr return--+7.12%
Expense ratio1.05%0.88%
Risk 5 year sharpe ratio--1.19
Net assets$2.5M$2.6B
Average market cap$36.7B$35.3B
Average P/E19.219.2
Portfolio turnover25%25%

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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. stock49.53%
International stock27.45%
Fixed income16.46%
Cash6.36%
Other0.19%
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 F18.61%
FHJSX Strategic Advisers® Core Multi-Manager Fund Class F16.12%
FGWBX Strategic Advisers® Value Multi-Manager Fund Class F15.99%
FFSPX Strategic Advisers® Growth Multi-Manager Fund Class F13.57%
FMAKX Strategic Advisers® Core Income Multi-Manager Fund Class F12.09%
FSWPX Strategic Advisers® Emerging Markets Fund of Funds Class F9.18%
FARMX Strategic Advisers® Small-Mid Cap Multi-Manager Fund Class F8.09%
FCSFX Fidelity® Series Commodity Strategy Fund Class F1.66%
FLTSX Strategic Advisers® Income Opportunities Fund of Funds Class F1.50%
FFIPX Fidelity® Series Inflation-Protected Bond Index Fund Class F0.80%