| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 10.28 | -0.01 (-0.10%) | 9.93 - 10.42 | 0.0 |
Market data as of 8:00PM 05/24/13. Quotes are delayed by at least 15 min.
The investment seeks high current income and, as a secondary objective, capital appreciation. The fund invests in a combination of underlying domestic equity, international equity, bond and short-term affiliated funds (i.e., Strategic Advisers and Fidelity funds) and non-affiliated funds that participate in Fidelity's FundsNetwork® using a moderate asset allocation strategy designed for investors expected to have retired around the year 2005.
| Total Return | 3.50% |
|---|---|
| Yield (Trailing 12 Mo.) | -- |
| Expense Ratio | 0.67% |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | $0.00 |
| Management Tenure | 0 Years |
| Fund Inception | 12/20/2012 |
| Timeframe | FEHPX | S&P 500 | Target Date 2000-2010 |
|---|---|---|---|
| 1 Month | 0.78% | 1.93% | 1.25% |
| 3 Month | 2.07% | 7.18% | 2.64% |
| Year-to-Date | 3.81% | 12.74% | 4.41% |
| 1 Year | -- | 16.89% | 8.14% |
| 3 Year | -- | 12.80% | 7.06% |
| 5 Year | -- | 5.21% | 3.88% |
| 10 Year | -- | 7.88% | 5.76% |
| Since Inception | 3.50% | 10.38% | -- |
| Basic Materials | 5.39% | |
|---|---|---|
| Consumer Cyclical | 13.02% | |
| Financial Services | 16.96% | |
| Real Estate | 2.20% | |
| Consumer Defensive | 9.88% | |
| Healthcare | 11.15% | |
| Utilities | 2.37% | |
| Communication Services | 4.12% | |
| Energy | 8.74% | |
| Industrials | 12.61% | |
| Technology | 13.55% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | 0.00 | 20.26 | 20.26 | ||
| Bond | 0.00 | 39.01 | 39.01 | ||
| Other | 0.16 | 0.51 | 0.35 | ||
| Foreign Stock | 0.00 | 10.58 | 10.58 | ||
| Foreign Bond | 1.33 | 8.46 | 7.14 | ||
| Total | 1.49 | 78.82 | 77.34 | ||
| Cash | 2.75 | 25.17 | 22.42 | ||
| Total Net Assets | $103.78K |
|---|---|
| Total Stock Holdings | 0 |
| Total Bond Holdings | 0 |
| AAA | 60.13% | |
|---|---|---|
| AA | 5.08% | |
| A | 8.74% | |
| BBB | 6.53% |
| BB | 5.43% | |
|---|---|---|
| B | 9.55% | |
| Below B | 2.87% | |
| Not Rated | 1.68% |
| Valuation | FEHPX | Category Range |
|---|---|---|
| Price/Earnings | 14.63 | |
| Price/Book | 1.99 | |
| Price/Sales | 1.17 | |
| Price/Cash Flow | 9.01 | |
| Dividend Yield | 2.17 | |
| LT Earnings | 11.52 | |
| Historical Earnings | 16.65 | |
| Sales Growth | -12.22 | |
| Cash-Flow Growth | -50.24 | |
| Book-Value Growth | -37.13 |
| Rate Sensitivity | |||
|---|---|---|---|
| High | |||
| Mid | |||
| Low | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall | ||
| Risk | ||
| Return |
| Pretax Return | -- |
|---|---|
| Tax-adjusted Return | -- |
| Tax Cost Ratio | -- |
| Potential Cap Gains | -- |
