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Fidelity® Multi-Manager 2030 Fund Class N (FMJJX)

11.22
Net Asset Value
+0.09%
1 Day
+5.15%
Year-to-Date
Overall Morningstar Rating
Target-date 2030
Style or Category
No Load
Sales Expenses
1.33%
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+2.75% 3 years+5.26%
3 months+6.49% 5 years--
1 year+21.20% Since inception+5.23%
Data through --

Peer Comparisonvs. Target-date 2030

 FMJJXCategory
Performance 5-yr return--+8.06%
Expense ratio1.33%0.89%
Risk 5 year sharpe ratio--0.94
Net assets$1.9M$2.5B
Average market cap$33.5B$38.0B
Average P/E17.719.3
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. stock51.45%
International stock26.97%
Fixed income16.11%
Cash5.25%
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 F18.51%
FGWBX Strategic Advisers® Value Multi-Manager Fund Class F16.63%
FHJSX Strategic Advisers® Core Multi-Manager Fund Class F16.51%
FFSPX Strategic Advisers® Growth Multi-Manager Fund Class F13.55%
FMAKX Strategic Advisers® Core Income Multi-Manager Fund Class F11.11%
FSWPX Strategic Advisers® Emerging Markets Fund of Funds Class F9.05%
FARMX Strategic Advisers® Small-Mid Cap Multi-Manager Fund Class F8.18%
FLTSX Strategic Advisers® Income Opportunities Fund of Funds Class F2.37%
FCSFX Fidelity® Series Commodity Strategy Fund Class F1.78%
FFIPX Fidelity® Series Inflation-Protected Bond Index Fund Class F0.77%