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Past performance is no guarantee of future results.

Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client's individual situation and reach out to an investment professional, if applicable.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.

Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.

The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term.

Average Annual Returns ( AS OF 06/30/2025)

List of Funds to Compare
X of 4 Funds

Commodity interest trading involves substantial risk of loss. Past Performance is not indicative of future results.


Maximum Sales Charges
Class A - Front-end Charge Equity and Asset Allocation Funds Income and Real Estate Income Funds Except Those Noted to the Right

Floating Rate High Income, Limited Term Bond & Limited Term Muni Income Funds

 Short Fixed-Income Fund
5.75% 4.00% 2.75% 1.50%

Class B shares were merged into Class A effective June 24, 2016.
Class C - Contingent Deferred Sales Charge (CDSC)

Effective 6/21/21, Fidelity Advisor Class C shares convert to Class A shares after 8 years.


1.00% for shares held less than 12 months
Class M - Front-end Sales Charge

Equity and Asset Allocation Funds

 Income and Real Estate Income Funds Except Those Noted to the Right

Floating Rate High Income, Limited Term Bond & Limited Term Muni Income Funds

 Short Fixed-Income Fund

3.50%

 4.00% 2.75% 1.50%
Class I No loads. No 12b-1 fees. Available through certain eligible intermediaries.
Class Z No loads. No 12b-1 fees. Available in eligible employer-sponsored retirement plans and managed accounts that charge an asset-based fee.
Class K6 No loads. No 12b-1 fees. Available in eligible employer-sponsored retirement plans and managed accounts that charge an asset-based fee.


Funds listed under the "Domestic Equity" category have a majority of their assets invested in U.S. issuers, but may also invest in non-U.S. issuers.


Important Class A Performance Information


Important Class C Performance Information


Important Class I Performance Information


Important Class M Performance Information


Important Class Z Performance Information


Important Class K6 Performance Information


Important Investment Policy Changes


Click on fund name and go to fund information on the fund basics tab to see further important share class information.


From time to time, FDC LLC or its affiliates may pay its representatives additional compensation if they meet certain targets related to sales of the Fidelity funds, which may be weighted at different rates. Furthermore, certain representatives may be considered product specialists and may receive compensation, which may be weighted at different rates, solely for the sales of specific types of funds in which they specialize.


 
 

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Past performance is no guarantee of future results.

Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client's individual situation and reach out to an investment professional, if applicable.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.

Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.

The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term.