Morningstar

30% Allocation Fund FMWIX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $10.72  /  −0.37 %
  • Fund Size $426,551.0
  • Adjusted Expense Ratio 0.030%
  • Net Expense Ratio 0.000%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 3.03%
  • Turnover Ratio 9%
NAV and 1-Day Return as of

Morningstar’s Analysis FMWIX

Will FMWIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FMWIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FMWIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FMWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

30% Allocation holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings FMWIX

More FMWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity U.S. Bond Index

49.47 215,003
—

Fidelity Total Market Index

21.38 92,926
—

Fidelity Short-Term Bond Index

19.78 85,973
—

Fidelity Total International Index

9.16 39,816
—

Cash

0.21 931
Cash and Equivalents

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