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List of Funds to Compare
X of 4 Funds

* For periods of less than one year, the life of fund number is represented by a cumulative total return. Data in bold represent funds with less than 10 years.


† Gross Expense Ratio is the total annual class operating expense ratio from the most recent prospectus and generally is based on amounts incurred during the most recent fiscal year. Net Expense Ratio is the total annual fund or class operating expense from the fund's most recent prospectus, after any fee waiver and/or expense reimbursements that will reduce any fund operating expenses for no less than one year from the effective date of the fund's registration statement. This number does not include any fee waiver arrangement or expense reimbursement that may be terminated without agreement of the fund's board of trustees during the one-year period.


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 Z6 No loads. No 12b-1 fees. Available through intermediary-sold employer-sponsored retirement plans that use Fidelity and non-Fidelity recordkeeping platforms.


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.


Average annual total returns include changes in share price and reinvestment of dividends and capital gains.


Important Class A Performance Information


Important Class C Performance Information


Important Class I Performance Information


Important Class M Performance Information


Important Class Z/Z6 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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