Fidelity Target Allocation 60/40 - Z (S:0P0001K0NS)
20.48
+1.15
(+5.93%)
USD |
Apr 30 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of June 04, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Fidelity Advisor Total Bond Fund Z | 18.00% | 9.53 | -0.21% |
| Fidelity Intermediate Treasury Bond Index Fund | 14.00% | 9.66 | -0.21% |
| Fidelity 500 Index Fund | 9.00% | 262.86 | -0.73% |
| Fidelity Global ex US Index Fund | 9.00% | 21.43 | -0.88% |
| Fidelity Advisor International Value Fund Z | 9.00% | 15.04 | -0.59% |
| Fidelity Large Cap Growth Index Fund | 7.00% | 49.58 | -1.33% |
| Fidelity Advisor Mega Cap Stock Fund Z | 7.00% | 33.94 | -1.02% |
| Fidelity Large Cap Value Index Fund | 5.00% | 23.64 | -0.04% |
| Fidelity NASDAQ Composite Index Fund | 4.00% | 341.52 | -0.88% |
| Fidelity Advisor Focused Stock Fund Z | 3.00% | 48.65 | 0.31% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |