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Fidelity Funds - Fidelity Target 2020 (Euro) Fund A-Acc-EUR (0P000067JT.F)

Mexico - Mexico Delayed Price. Currency in EUR
13.910.00 (0.00%)
At close: 02:00PM CST
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Fidelity Funds - Fidelity Target 2020 (Euro) Fund A-Acc-EUR

Kastanienhöhe 1

Centro Empresarial VEGA NORTE, Edificio 3

國際金融中心一期17樓

Management Information
Eugene Peter Philalithis,Lead Manager since September 25, 2018
Eugene Philalithis joined Fidelity in 2007 as a Portfolio Manager, with a focus on fixed income and alternatives. Eugene manages a number of multi asset funds with internal and open architecture for both retail and institutional clients. He has currently 17 years of investment experience which includes Russell Investment in London and Canadian Imperial Bank of Commerce in Singapore. Eugene has a Bachelor or Engineering and an MBA, both from Imperial College, London.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTarget Date 2016 - 2020
Fund FamilyFidelity (FIL Inv Mgmt (Lux) S.A.)
Net Assets91.83M
YTD Return-0.67%
Yield0.00%
Morningstar Rating★★★
Inception DateJul 2, 2006

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover278.10%
Average for CategoryN/A

Fees & Expenses

Expense0P000067JT.FCategory Average
Annual Report Expense Ratio (net)1.28%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load5.25%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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