15.81 Up +0.03 +0.19%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 15.78
Category Target Date 2000-2010
Net Assets 5.23 Bil
Yield 1.40%
Morningstar Risk Above Average
Morningstar Return Average
  • Last NAV update 8/29/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks high total return until its target retirement date. The fund invests in a combination of underlying Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds. It uses an asset allocation strategy that becomes increasingly conservative until it reaches approximately 17% in domestic equity funds, 7% in international equity funds, 46% in bond funds, and 30% in short-term funds (approximately 10 to 19 years after the year 2010).
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 11.65% -0.28% 10.43% 11.08% 5.12%
Value ($) 11,164.63 11,133.90 12,294.61 13,656.85 14,355.42
  • Year to date performance as of 8/29/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Andrew Dierdorf
Tenure (Years) 3
Fund Status Open
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 500.00
Front Load 0.00
Expense Ratio 0.00%
PERFORMANCE
Symbol Value ($)
1 Month 0.89%
3 Months 2.00%
1 Year 11.51%
3 Years* 8.90%
5 Years* 8.85%
  • * Annualized returns
  • Performance as of 8/29/2014 12:00 AM ET
PEER COMPARISON
  FFFCX Target Date 2000-2010
5-Yr Return 8.85% 8.32%
Sharpe Ratio NA 1.71
Net Assets 5.23 Bil 231.71 Mil
Avg Market Cap 31.01 Bil 34.93 Bil
Avg P/E 16.54 18.21
Portfolio Turnover 35 31
HOLDINGS
Symbol Value ($)
Stocks 48.65%
Cash 11.99%
Fixed Income 39.37%
Other 0.07%
TOP 10 HOLDINGS
NAME % NET ASSETS
Fidelity® Series Investment Grade Bond 26.40%
Fidelity® Short-Term Bond 6.15%
Fidelity® Series High Income 5.54%
Fidelity® Series International Value 5.26%
Fidelity® Series Equity-Income 5.21%
Fidelity® Series International Growth 5.19%
Fidelity® Series Growth Company 4.33%
Fidelity® Series All-Sector Equity 4.26%
Fidelity® Series Growth & Income 3.94%
Fidelity® Series Stk Selec Lg Cp Val 3.42%
DATA PROVIDERS

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