Nasdaq - Delayed Quote USD

Moderate with Income Allocation (FMWIX)

9.44 -0.01 (-0.11%)
At close: 8:00 PM EDT

Fund Summary

The fund invests in a combination of two Fidelity® equity index funds (U.S. and international) and two Fidelity® investment-grade bond index funds. Allocating assets among underlying Fidelity® index funds according to an asset allocation of approximately: Fidelity® Total Market Index Fund: 21%; Fidelity® Total International Index Fund: 9%; Fidelity® U.S. Bond Index Fund: 50%; Fidelity® Short-Term Bond Index Fund: 20%.

Moderate with Income Allocation

Boston, MA 02109
82 Devonshire Street

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Fidelity Investments
Net Assets 261.48k
YTD Return 2.14%
Yield 2.32%
Morningstar Rating --
Inception Date Feb 09, 2022

Fund Operations

Last Dividend 0.04
Last Cap Gain -6.00
Holdings Turnover 19.00%
Average for Category --

Fees & Expenses

Expense FMWIX Category Average
Annual Report Expense Ratio (net) 0.03% 0.72%
Prospectus Net Expense Ratio 0.03% --
Prospectus Gross Expense Ratio 0.14% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.82%
Max Deferred Sales Load -- 1.38%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Bruno Weinberg Crocco, Lead Manager since February 28, 2023
Bruno Weinberg Crocco is a co-manager of the fund, which he has co-managed since February 2022. He also manages other funds. Since joining Fidelity Investments in 2010, Mr. Crocco has worked as a research analyst and portfolio manager.

Morningstar Style Box

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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.

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