1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#149 in Moderate Allocation
U.S. News evaluated 247 Moderate 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 7.77 percent over the past year, 4.32 percent over the past three years, and 13.77 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.8%|
|3 Years (Annualized)||4.3%|
|5 Years (Annualized)||13.8%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total return. The fund invests in securities issued throughout the world. It allocates the fund's assets between stocks and bonds by investing in Fidelity Funds (underlying Fidelity Funds) and non-affiliated exchange traded funds (ETFs), or through direct investments. The fund invests up to 25% of assets in commodity-related ETFs and exchange-traded notes (ETNs) and other commodities and commodity-linked investments through a wholly-owned subsidiary. It allocates investments across different countries and regions.
Fees are Average compared to funds in the same category.
Fidelity® Global Strategies Fund has an expense ratio of 0.64 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.