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The fund invests in a combination of Fidelity® domestic equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity ® funds), each of which (excluding any money market fund) seeks to provide investment results that correspond to the total return of a specific index.
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| Period | FXIFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 9.7% | -4.1% | 13.6% | 55.27% |
| 1 Yr | 0.2% | -17.5% | 2.8% | 4.18% |
| 3 Yr | 7.4%* | -18.3% | 8.9% | 4.75% |
| 5 Yr | 4.2%* | -12.1% | 7.8% | 2.75% |
| 10 Yr | N/A* | -6.3% | 9.0% | N/A |
* Annualized
| Period | FXIFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -7.6% | -25.1% | 0.0% | 9.70% |
| 2017 | 15.9% | -36.9% | 20.0% | 22.66% |
| 2016 | 6.6% | -5.2% | 8.1% | 4.67% |
| 2015 | -3.3% | -25.3% | -0.8% | 10.20% |
| 2014 | 3.0% | -49.7% | 34.8% | 25.29% |
| Period | FXIFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 9.7% | -3.9% | 13.6% | 55.13% |
| 1 Yr | 0.2% | -17.5% | 5.2% | 37.96% |
| 3 Yr | 8.8%* | -18.3% | 11.2% | 21.18% |
| 5 Yr | 5.8%* | -12.1% | 7.8% | 18.14% |
| 10 Yr | N/A* | -4.5% | 12.0% | N/A |
* Annualized
| Period | FXIFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -7.5% | -25.1% | 0.0% | 30.95% |
| 2017 | 18.1% | -36.9% | 26.6% | 39.80% |
| 2016 | 8.6% | -4.7% | 12.3% | 9.92% |
| 2015 | -1.4% | -25.3% | 3.9% | 33.78% |
| 2014 | 6.6% | -47.6% | 39.2% | 14.11% |
| FXIFX | Category Low | Category High | FXIFX % Rank | |
|---|---|---|---|---|
| Net Assets | 6.03 B | 1.29 M | 42.8 B | 10.40% |
| Number of Holdings | 5 | 2 | 140 | 93.64% |
| Net Assets in Top 10 | 5.76 B | 857 K | 41.8 B | 9.12% |
| Weighting of Top 10 | 100.00% | 17.2% | 112.6% | 8.35% |
| Weighting | Return Low | Return High | FXIFX % Rank | |
|---|---|---|---|---|
| Stocks | 69.60% | 0.07% | 97.70% | 48.02% |
| Bonds | 28.77% | -5.73% | 137.62% | 46.25% |
| Cash | 1.58% | -100.79% | 40.20% | 86.92% |
| Convertible Bonds | 0.04% | 0.00% | 3.69% | 71.85% |
| Other | 0.01% | -4.82% | 24.53% | 83.45% |
| Preferred Stocks | 0.00% | 0.00% | 7.36% | 74.40% |
| Weighting | Return Low | Return High | FXIFX % Rank | |
|---|---|---|---|---|
| Technology | 13.21% | 1.36% | 20.62% | 40.76% |
| Financial Services | 12.24% | 1.49% | 18.76% | 38.50% |
| Healthcare | 8.67% | 1.28% | 13.55% | 46.07% |
| Consumer Cyclical | 8.15% | 1.00% | 12.96% | 48.90% |
| Industrials | 7.61% | 1.29% | 11.91% | 48.12% |
| Consumer Defense | 5.33% | 1.04% | 16.41% | 47.70% |
| Energy | 3.97% | 0.36% | 6.45% | 34.32% |
| Basic Materials | 3.01% | 0.18% | 5.63% | 49.82% |
| Real Estate | 2.56% | 0.38% | 17.52% | 52.87% |
| Communication Services | 2.43% | 0.30% | 4.45% | 23.43% |
| Utilities | 2.22% | 0.04% | 4.98% | 35.24% |
| Weighting | Return Low | Return High | FXIFX % Rank | |
|---|---|---|---|---|
| US | 49.19% | 0.07% | 64.36% | 39.11% |
| Non US | 20.41% | 0.00% | 46.79% | 60.40% |
| Weighting | Return Low | Return High | FXIFX % Rank | |
|---|---|---|---|---|
| Government | 15.69% | -23.50% | 137.62% | 33.03% |
| Securitized | 7.31% | 0.00% | 61.18% | 43.64% |
| Corporate | 5.70% | 0.00% | 53.45% | 64.43% |
| Cash & Equivalents | 1.57% | -120.10% | 40.20% | 83.10% |
| Municipal | 0.12% | 0.00% | 3.09% | 37.41% |
| Derivative | 0.00% | -2.78% | 11.71% | 25.39% |
| Weighting | Return Low | Return High | FXIFX % Rank | |
|---|---|---|---|---|
| US | 26.78% | -9.85% | 137.62% | 41.09% |
| Non US | 1.99% | 0.00% | 20.22% | 64.85% |
| FXIFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.15% | 0.00% | 6.01% | 88.04% |
| Management Fee | 0.00% | 0.00% | 0.95% | 4.88% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.00% | 0.40% | N/A |
| FXIFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 2.50% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 4.00% | N/A |
| FXIFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 2.00% | 2.00% | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| FXIFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 9.00% | 0.00% | 106.00% | 13.22% |
| FXIFX | Category Low | Category High | FXIFX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 0.05% | 95.90% |
| FXIFX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Semi-Annually | Annually | Annually | Annually |
| Date | Amount |
|---|---|
| May 15, 2017 | $0.017 |
| May 16, 2016 | $0.014 |
| Dec 30, 2015 | $0.277 |
| May 18, 2015 | $0.012 |
| May 07, 2012 | $0.015 |
| Dec 30, 2011 | $0.185 |
| May 09, 2011 | $0.018 |
| Dec 31, 2010 | $0.135 |
| May 17, 2010 | $0.010 |
| Dec 29, 2009 | $0.110 |
| FXIFX | Category Low | Category High | FXIFX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 1.92% | -0.99% | 35.20% | 35.88% |
| FXIFX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Annually | Annually |
Manager
Start Date
Tenure
Tenure Rank
Oct 02, 2009
9.58
9.6%
Andrew Dierdorf is a portfolio manager in the Global Asset Allocation group at Fidelity Investments. In this role Mr. Dierdorf is responsible for co-managing multiple target date portfolios, including Fidelity ClearPath Portfolios, Fidelity Freedom Funds, and FIAM Target Date Strategies. Mr. Dierdorf joined Fidelity in 2004 and has been in the industry since 1993. Mr. Dierdorf earned his bachelor of science degree from the University of Delaware. He is a CFA charterholder, a Fellow of the Society of Actuaries, Chartered Market Technician, and Member of the American Academy of Actuaries.
Manager
Start Date
Tenure
Tenure Rank
Jan 21, 2014
5.27
5.3%
Brett Sumsion is a portfolio manager in the Global Asset Allocation (GAA) group at Fidelity Investments. In this role, he is responsible for co-managing multiple target date portfolios, including Fidelity ClearPath Portfolios, Fidelity Income Replacement Funds, Fidelity Freedom Funds, and FIAM Target Date Strategies. Mr. Sumsion joined Fidelity in 2014 and has been in the investments industry since 2001. Mr. Sumsion earned his bachelor of arts degree from Brigham Young University and his MBA from The Wharton School at the University of Pennsylvania. He is a CFA charterholder.
Manager
Start Date
Tenure
Tenure Rank
Jun 15, 2018
0.87
0.9%
Finola Foley is a portfolio manager in the Global Asset Allocation group at Fidelity Investments. In this role Ms. Foley is responsible for managing all Target Date Index products and co-manages Fidelity Four-in-One Index Fund. Previously, Ms. Foley held various roles within Fidelity, including portfolio analyst and senior business analyst at Strategic Advisers LLC. She has been in the financial industry since joining Fidelity in 2005. Ms. Foley earned her BS in business information systems from University College Cork and her MBA in finance from Bentley University. She is a CFA charterholder.
Tenure Analysis
Category Low
0.0
Category High
16.59
Category Average
6.11
Category Mode
7.33
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
