Profile and investment
| Fund type | Open Ended Investment Company |
|---|---|
| Investment style (stocks) | Market Cap: Large Investment Style: Blend |
| Investment style (bonds) | Credit Quality: High Interest-Rate Sensitivity: Ext |
| Morningstar category | Target-Date 2020 |
| Launch date | 02 Oct 2009 |
| Price currency | USD |
| Domicile | United States |
| Symbol | FPIFX |
| Manager & start date | Andrew Dierdorf 02 Oct 2009 Brett Sumsion 21 Jan 2014 Finola McGuire Foley 15 Jun 2018 |
| Pricing frequency | Daily |
|---|---|
| Total net assets | 7.30bn USD As of Mar 31 2024 |
| Share class size | 1.35bn USD As of Mar 31 2024 |
| Net expense ratio | 0.12% |
| Front end load | -- |
| Deferred load | -- |
| Maximum Redemption Fee | -- |
| Min. initial investment | 0.00 USD |
| Min. additional investment | -- |
| Initial IRA | -- |
| Additional IRA | -- |
| Available for sale | United States |
More ▼
Top 5 holdings
| Top 5 holdings as a per cent of portfolio | |||
|---|---|---|---|
| 17.87% | 90.90% | 0.00% | 90.90% |
| Category average | % Net assets | % Short | % Long |
| Company | 1 year change | Portfolio weight | Long allocation |
|---|---|---|---|
| Fidelity Series Bond Index Fund FIFZX | -4.83% | 31.65% | |
| Fidelity Series Total Market Index Fund FCFMX | +25.58% | 28.46% | |
| Fidelity Series Global ex U.S. Index Fund FSGEX | +7.14% | 18.41% | |
| Fidelity Series 5+ Year Inflation-Protected Bond Index Fund FSTDX | -8.77% | 7.46% | |
| Fidelity Series International Developed Markets Bond Index Fund FSTQX | -0.59% | 4.92% | |
| Per cent of portfolio in top 5 holdings: 90.90% |
Asset type
| US bond | 44.02% |
| US stock | 28.47% |
| Non-US stock | 18.36% |
| Non-US bond | 6.89% |
| Cash | 2.23% |
| Other | 0.03% |
Top 5 sectors
| Technology | 10.81% |
| Financial Services | 7.55% |
| Healthcare | 5.38% |
| Industrials | 5.08% |
| Consumer Cyclical | 4.97% |
| Other | 12.96% |
Top 5 regions
| United States | 28.44% |
| Eurozone | 3.96% |
| Japan | 2.78% |
| Emerging Asia | 2.42% |
| Europe - ex Euro | 2.22% |
| Other | 6.97% |
Sector and region weightings are calculated using only long position holdings of the portfolio.
