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Fidelity Multi-Asset Income (FMSDX)
As of 8:06 AM EST. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 23.14% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FMSDX | Category Average | FMSDX | Category Average | FMSDX | Category Average | |
| Alpha | -0.2 | -0.01 | 3.06 | -0.01 | -- | -0 |
| BETA | 0.76 | 0.01 | 0.84 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.23 | 0.01 | 0.76 | 0.01 | -- | 0.01 |
| R-squared | 88.36 | 0.92 | 89.19 | 0.91 | -- | 0.91 |
| Standard Deviation | 10.28 | 0.1 | 10.97 | 0.08 | -- | 0.07 |
| Sharpe Ratio | -0.12 | 0.01 | 0.6 | 0.01 | -- | 0.01 |
| Treynor Ratio | -2.29 | 0.09 | 7.58 | 0.08 | -- | 0.07 |
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