Nasdaq - Delayed Quote USD
Fidelity Multi-Asset Income (FMSDX)
As of 8:06 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.64% |
| 5y Average Return | 9.01% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Nov 6, 2024) | 23.14% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 23.14% |
| Worst 3Y Total Return | 4.69% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FMSDX
Category
- YTD
- 9.11%
- 5.91%
- 1-Month
- -1.14%
- 0.61%
- 3-Month
- 1.58%
- 4.02%
- 1-Year
- 18.83%
- 18.59%
- 3-Year
- 2.26%
- 8.56%
- 5-Year
- 8.88%
- 7.44%
- 10-Year
- 0.00%
- 6.20%
- Last Bull Market
- 13.86%
- 11.89%
- Last Bear Market
- -13.88%
- -8.23%
Annual Total Return (%) History
Year
FMSDX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.54% | 1.32% | 4.20% | -- |
| 2023 | 6.24% | 0.83% | -2.43% | 6.90% |
| 2022 | -1.67% | -13.88% | -1.38% | 4.39% |
| 2021 | 7.08% | 5.63% | -0.49% | 4.66% |
| 2020 | -10.94% | 11.14% | 6.55% | 10.51% |
| 2019 | 7.86% | 4.73% | 2.23% | 6.63% |
| 2018 | 2.00% | 2.21% | -4.29% | -- |
Rank in Category (By Total Return)
| YTD | 16 |
| 1-Month | 9 |
| 3-Month | 22 |
| 1-Year | 39 |
| 3-Year | 17 |
| 5-Year | 1 |
Load Adjusted Returns
| 1-Year | 18.83% |
| 3-Year | 2.26% |
| 5-Year | 8.88% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 10.64% |
| 5y Average Return | 9.01% |
| Rank in Category (ytd) | 16 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--30% to 50% Equity |
| Fund Family | Fidelity Investments |
| Net Assets | 2.82B |
| YTD Return | 9.11% |
| Yield | 3.76% |
| Morningstar Rating | |
| Inception Date | Sep 09, 2015 |
Fund Summary
The fund normally invests primarily in income producing securities of all types. It allocates the fund's assets among equity and debt securities, including common and preferred stock, investment-grade debt securities, lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), floating rate securities, and convertible securities.
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