Morningstar

30% Allocation Fund FMWIX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $10.78  /  −0.09 %
  • Fund Size $426,628.0
  • 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 3.02%
  • 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
Rated on Published on

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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

49.47 211,011
—

Fidelity Total Market Index

21.31 90,886
—

Fidelity Short-Term Bond Index

20.07 85,620
—

Fidelity Total International Index

8.94 38,113
—

Cash

0.22 922
Cash and Equivalents

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