Morningstar

50% Allocation Fund FRYBX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $12.02  /  +0.33 %
  • Fund Size $1.4M
  • Adjusted Expense Ratio 0.030%
  • Net Expense Ratio 0.000%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 2.47%
  • Turnover Ratio 12%
NAV and 1-Day Return as of

Morningstar’s Analysis FRYBX

Will FRYBX 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 FRYBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FRYBX 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 FRYBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

50% Allocation holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings FRYBX

More FRYBX 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

39.43 563,381
—

Fidelity Total Market Index

35.38 505,452
—

Fidelity Total International Index

15.17 216,707
—

Fidelity Short-Term Bond Index

9.86 140,935
—

Cash

0.15 2,186
Cash and Equivalents

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