2.48%| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 2.48 | 35.63 | 0.52 | 3.70 | 2.54 |
| Classification | 2.66 | 33.14 | -0.40 | 2.89 | 2.79 |
| Index (S&P 500) | 4.50 | 51.20 | -4.00 | 1.60 | -0.50 |
| % Rank in Class (1-best,100=worst) | 68 | 38 | 30 | 28 | 67 |
| Investment Objective: | Balanced |
|---|---|
| Net Assets ($Mil) | 10,839.10 |
| Inception Date: | 10/17/96 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 0.00% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
| Company Name | Symbol | % Net Assets |
|---|---|---|
| Fidelity Series Investment Grade Bond Fund | NA | 21.16 |
| Fidelity Disciplined Equity Fund | NA | 6.94 |
| Fidelity Strategic Real Return Fund | NA | 6.91 |
| Fidelity Series Large Cap Value Fund | NA | 6.44 |
| Fidelity Growth Company Fund | NA | 5.85 |
| Fidelity Series All-sector Equity Fund | NA | 5.79 |
| Fidelity Short-term Bond Fund | NA | 4.90 |
| Fidelity Equity-income Fund | NA | 4.86 |
| Fidelity Instl Money Market Portfolio;inst | NA | 4.86 |
| Fidelity Series 100 Index Fund | NA | 4.66 |
| % of Total Holdings | 72.37 | |
| 7/8/2009 | Target-date funds need better aim (MarketWatch.com) |
| 12/12/2008 | Retirement plans derailed as bear market mauls target-date funds (MarketWatch.com) |
| 10/14/2008 | Target-Date Funds Have Heavy Exposure to Stocks (SM) |
| 3/24/2006 | Keeping It Simple (SM) |
| 8/27/2004 | All-In-One Funds (SM) |
| 4/17/2003 | One-Stop Shopping (SM) |