4 / 5 Stars
2 2 5 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
#27 in Aggressive Allocation
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 16.10 percent over the past year, 10.48 percent over the past three years, 16.19 percent over the past five years, and 6.58 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||10.5%|
|5 Years (Annualized)||16.2%|
|10 Years (Annualized)||6.6%|
The investment seeks high total return. The fund invests in a combination of four Fidelity stock and bond index funds (underlying fidelity funds) using an asset allocation strategy designed for investors seeking a broadly diversified, index-based investment. It allocates approximately 48% of its assets in Spartan 500 Index Fund, 12% in Spartan Extended Market Index Fund, 25% in Spartan International Index Fund, and 15% Fidelity U.S. Bond Index Fund.
Fees are Low compared to funds in the same category.
Fidelity Four-in-One Index Fund has an expense ratio of 0.08 percent.
Risk is Average compared to funds in the same category according to Morningstar.