Fund code: 2543

  • NAV $16.57 -$0.05 / -0.28%
    21-Jun-2024
  • Inception 09-Jul-2014
  • Benchmark Blended Index**
  • Aggregate assets
    (all series)
    $942.5M
    31-May-2024
  • MER 2.26%
    31-Dec-2023
  • Distributions
  • Morningstar category 2035+ Target Date Portfolio
  • Get Fund Facts

End investment

Annualized return

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Start NAV

$10.0000

End NAV

$10.4031
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Calendar returns (%) 31-May-2024

YTD 2024 2023 2022 2021 2020 2019 2018 2017
Fund 10.86 13.73 -13.15 14.09 12.94 17.89 -5.39 11.82

Standard period returns (%) 31-May-2024

1 mo 3 mo 6 mo 1 yr 3 yr 5 yr Inception
Fund 3.35 5.29 13.73 19.94 5.53 8.82 7.41

Why invest in this fund?

  • Designed to grow retirement savings.
  • Automatically adjusts asset mix to be more conservative over time.
  • Leverages Fidelity’s decades of proprietary research in lifecycle investing.

Risk measures (%) 31-May-2024

Fund
Annualized standard deviation 12.18
Beta 1.01
0.97

Risk classification

  1. Low
  2. Low to medium
  3. Medium
  4. Medium to high
  5. High

This fund has a medium volatility rating

Allocation to underlying funds (%)

30-Apr-2024
  • Fund name Percentage
    Fidelity International Equity Multi-Asset Base Fund 12.5
    Fidelity Emerging Markets Fund 12.4
    Fidelity International Equity Investment Trust 8.5
    Fidelity International Disciplined Equity Fund 5.6
    Fidelity International Growth Multi-Asset Base Fund 2.5
  • Fund name Percentage
    Fidelity Insights Investment Trust 15.7
    Fidelity American Disciplined Equity Fund 7.0
    Fidelity U.S. Dividend Investment Trust 5.5
    Fidelity Small Cap America Fund 4.1
  • Fund name Percentage
    Fidelity Canadian Disciplined Equity Fund 12.3
    Fidelity True North Fund 6.3
    Fidelity Dividend Multi-Asset Base Fund 2.3
    Fidelity Canadian Opportunities Fund 1.6
  • Fund name Percentage
    Fidelity Canadian Government Long Bond Index Multi-Asset Base Fund 2.9
  • Fund name Percentage
    Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 0.3
    iShares Comex Gold Trust ETF 0.1
  • Fund name Percentage
    Fidelity American High Yield Currency Neutral Fund 0.3
  • Fund name Percentage
    Fidelity Global Inflation-Linked Bond Index Hedged Multi-Asset Base Fund 0.1
  • Fund name Percentage
    Fidelity Canadian Bond Fund 0.0
  • Fund name Percentage
    Fidelity Canadian Money Market Investment Trust 0.0