| 8.86 Net Asset Value | +0.57% 1 Day | +7.26% Year-to-Date | Overall Morningstar Rating |
| Target date 2036-2040 Style or Category | No Load Sales Expenses | 0.79% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -1.56% | 3 years | +10.98% | |
| 3 months | +3.49% | 5 years | +3.21% | |
| 1 year | +19.40% | Since inception | +2.24% |
| FFFFX | Category | |
|---|---|---|
| Performance 5-yr return | +3.21% | +3.84% |
| Expense ratio | 0.79% | 1.12% |
| Risk 5 year sharpe ratio | 0.21 | 0.24 |
| Net assets | $6.9B | $1.3B |
| Average market cap | $25.1B | $28.2B |
| Average P/E | 15.6 | 15.7 |
| Portfolio turnover | 33% | 33% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Fidelity Investments |
| Fund manager & tenure | Christopher Sharpe / 5 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 17.80% |
| Industrial materials | 14.48% |
| Consumer goods | 12.75% |
| Energy | 10.91% |
| Healthcare | 10.25% |
| FCSSX Fidelity Series Commodity Strategy | 8.63% |
| FSIGX Fidelity Series Investment Grade Bond | 8.20% |
| FINVX Fidelity Series International Value | 8.06% |
| FIGSX Fidelity Series International Growth | 7.88% |
| FSAEX Fidelity Series All-Sector Equity | 7.81% |
| FDGRX Fidelity Growth Company | 7.17% |
| FSHNX Fidelity Series High Income | 6.95% |
| FBGRX Fidelity Blue Chip Growth | 5.32% |
| FBLEX Fidelity Series Stk Selec Lg Cp Val | 5.03% |
| FNKLX Fidelity Series Equity-Income | 5.01% |
.
