|82 Devonshire St , Boston, MA 02109|
|Fund Manager||Andrew Dierdorf|
|Manager Tenure||12 Years 3 Months|
The Fund seeks total return until its horizon date through a combination of current income and capital growth. Thereafter, the funds objective will be to seek high current income and, as a secondary objective, capital appreciation. Investing primarily in a combination of Fidelity domestic equity funds, international equity funds, bond funds, and short term funds (underlying Fidelity funds) in a manner that supports a withdrawal strategy to provide investors with income in retirement. Allocating assets according to a neutral asset allocation strategy shown in the glide path below that adjusts over time until it reaches an allocation similar to that of the Fidelity Managed Retirement Income Fund, approximately 10 to 20 years after the year 2025. FMR Co., Inc. (the Adviser) may modify the funds neutral asset allocations from time to time when in the interests of shareholders. The Adviser has begun transitioning fund assets based on a revised asset allocation strategy for the fund that is expected to be completed by mid 2020, as illustrated in the following chart. Buying and selling futures contracts (both long and short positions) in an effort to manage cash flows efficiently, remain fully invested, or facilitate asset allocation. The neutral asset allocation shown in the glide path depicts the allocation to domestic equity funds, international equity funds, bond funds (including investment grade debt, inflation protected debt, and long term treasury debt), and short term funds. The Adviser, under normal market conditions, will make investments that are consistent with seeking total return for several years beyond the fund's horizon date in an effort to achieve the fund's overall investment objective. As of August 1, 2019, the fund's neutral asset allocation to underlying Fidelity funds and futures was approximately: Domestic Equity Funds* 33% International Equity Funds*17% Bond Funds*44% Short Term Funds* 6% The Adviser may change these percentages over time. As a result of the active asset allocation strategy (discussed below), actual allocations may differ from the neutral allocations above. The allocation percentages may not add to 100% due to rounding.
|Asset Type||% Of Allocation|
|Total Net Assets||770.00 K|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 08/31/2021||Average Annual Current Performance Quarterly As Of 06/30/2021||Avg Annual Current Performance Monthly As Of 08/31/2021||Avg Annual Current Performance Quarterly As Of 06/30/2021|
|Life Of Fund||
|Symbol||Company Name||% Of Assets|
|FEMSX||FIDELITY SER EMER MKT OPPTY F||9.53%|
|FSIGX||FIDELITY SERIES INV GRADE BD||8.76%|
|FHNFX||FIDELITY SERIES GOV BOND INDX||7.93%|
|FSIPX||FIDELITY SER INFL PR BOND ID||7.49%|
|FIOOX||FIDELITY SER LCAP VAL INDEX||7.12%|
|FHMFX||FIDELITY SERIES CORPORATE BON||6.39%|
|FHPFX||FIDELITY SERIES INV GRADE SEC||6.10%|
|FSBDX||FIDELITY SER BLUE CHIP GR FD||5.23%|
|FGLGX||FIDELITY SER GROWTH & INCOME||3.68%|
|FHOFX||FIDELITY SERIES LCAP GR INDEX||3.35%|
Join the Action Alerts PLUS Community today!
Bitcoin prices are getting smashed on Monday. So far support is holding, but is it dependable enough to buy? Let's look at the chart.
Li trims its forecast to 24,500 vehicle deliveries for the third quarter from 25,000 to 26,000.
Supply-chain issues could make this Christmas season more challenging than normal for toymakers, a media report says.
AstraZeneca's breast-cancer treatment reduced the risk of disease progression or death by 72% vs. a currently approved treatment.
Twitter's payment would settle a shareholder lawsuit that the company misled investors about its user engagement totals.
Pharmacy giant CVS plans to add 25,000 ahead of flu season and coronavirus-related vaccinations.
Stocks could drop 20% as fiscal stimulus is withdrawn and economic growth slows, a Morgan Stanley strategist says.
Bitcoin and other cryptocurrencies are battered as China Evergrande Group struggles with bond obligations.
Brooks Automation is selling its chip solutions group and said it would no longer pursue splitting into two companies.
DR Horton said "significant disruptions in the supply chain ... along with tightness in the labor market" will lead to a modestly lower full-year sales forecast.