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NAV
$11.81 $0.03 / 0.29% - Inception 15-May-2018
- Benchmark Blended Index**
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Aggregate assets31-May-2023
(all series) $389.3M -
MER 2.31%31-Dec-2022
- Distributions
- Morningstar category 2035+ Target Date Portfolio
- Get Fund Facts
Calendar returns (%) 31-May-2023
YTD 2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|
Fund | 5.12 | -13.18 | 14.05 | 12.92 | 17.91 |
Standard period returns (%) 31-May-2023
1 mo | 3 mo | 6 mo | 1 yr | 3 yr | 5 yr | Inception | |
---|---|---|---|---|---|---|---|
Fund | -2.66 | 0.38 | 1.95 | 4.48 | 7.01 | 5.31 | 5.23 |
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 (%) 30-Apr-2023
Fund | |
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Annualized standard deviation | 12.13 |
Beta | 1.01 |
R² | 0.97 |
Risk classification
- Low
- Low to medium
- Medium
- Medium to high
- High
This fund has a medium volatility rating
Allocation to underlying funds (%)
30-Apr-2023
Fund name Percentage Fidelity Emerging Markets Fund 13.6 Fidelity International Equity Multi-Asset Base Fund 11.6 Fidelity International Equity Investment Trust 7.8 Fidelity International Disciplined Equity Fund 5.0 Fidelity International Growth Multi-Asset Base Fund 2.3 MSCI EAFE FUT JUN23 MFSM3 Fund -0.5 MSCI EMGMKT FUT JUN23 MESM3 Fund -0.5 Fund name Percentage Fidelity Insights Investment Trust 14.1 Fidelity American Disciplined Equity Fund 6.2 Fidelity U.S. Dividend Investment Trust 4.8 Fidelity Small Cap America Fund 3.5 SP500 MIC EMIN FUTJUN23 HWAM3 Fund -0.3 Fund name Percentage Fidelity Canadian Disciplined Equity Fund 12.7 Fidelity True North Fund 6.5 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 4.9 Fund name Percentage Net other assets 1.3 Fidelity Canadian Money Market Investment Trust 0.1 Futures Collateral 0.0 Fund name Percentage Fidelity Global Developed Markets Sovereign Bond Index Hedged Multi-Asset Base Fund 1.3 Fund name Percentage Fidelity American High Yield Currency Neutral Fund 1.0 Fund name Percentage Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 0.5 iShares Comex Gold Trust ETF 0.2 Fund name Percentage Fidelity Canadian Bond Fund 0.0
Portfolio managers
Fund information
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A clear path to retirement
一條清晰的退休之路 - Chinese version
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A clear path to retirement
ClearPath® Portfolios brochure
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A clear path to retirement
November 2017 Andrew Dierdorf and Brett Sumison provide an overview of the ClearPath® Retirement Portfolios.
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Fidelity ClearPath® Retirement Portfolios
Learn more about how ClearPath will gradually move you into the right mix of investments as you progress in your journey.