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Fidelity Target Date Fund Basic 2040 (0P000173LX)

Tokyo

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20,366.000 -129.000 -0.63%

20/02 - Closed. Currency in JPY

Type: Fund

Market: Japan

Issuer: FIL Investments (Japan) Limited

ISIN: JP90C000CJS3

Asset Class: Other

Morningstar Rating:
Total Assets: 4.46B

General
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0P000173LX Holdings

Comprehensive information about top holdings and Key Holding Information for the Fidelity Target Date Fund Basic 2040 (0P000173LX) fund. Our Fidelity Target Date Fund Basic 2040 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.660	16.610	13.950
Stocks	60.620	61.250	0.630
Bonds	36.560	36.590	0.030
Convertible	0.040	0.040	0.000
Other	0.120	0.120	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.211	16.533
Price to Book	2.425	1.711
Price to Sales	1.864	1.431
Price to Cash Flow	11.216	9.175
Dividend Yield	2.130	2.593
5 Years Earnings Growth	11.596	10.991

Sector Allocation

Name	Net %	Category Average
Technology	25.390	18.755
Financial Services	15.610	13.197
Consumer Cyclical	11.250	12.540
Industrials	10.840	16.104
Healthcare	10.400	9.431
Communication Services	8.310	7.152
Consumer Defensive	6.160	6.284
Basic Materials	3.810	5.054
Energy	3.320	2.576
Utilities	2.640	1.599
Real Estate	2.270	10.985

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 9

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Fidelity Index US F Acc	GB00B8KH1W51	35.08	-	-
Vanguard Total International Bond ETF	-	20.49	-	-
Vanguard Total Bond Market ETF	-	16.73	-	-
Fidelity Index Emerging Markets P Accumulation	GB00BHZK8D21	9.10	1.959	-0.39%
Fidelity Index Japan P Accumulation	GB00BHZK8872	8.98	2.373	+0.14%
Fidelity Index Europe ex UK P Accumulation	GB00BHZK8B07	5.95	2.385	-0.14%
Fidelity Index UK F Acc	GB00BJS8SG03	1.70	-	-
Fidelity Index Pacific ex Japan Fund P Accumulatio	GB00BHZK8G51	1.19	2.149	-0.09%

Top Other Funds by FIL Investments (Japan) Limited

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Target Date Basic 2050	4.84B	26.87	13.27	10.02
Fidelity Target Date Basic 2030	2.16B	8.10	2.18	-
Fidelity Target Date Active 2050	283M	25.52	10.72	9.46
Fidelity Target Date Active 2040	154M	18.15	6.68	-
Fidelity Target Date Active 2030	78M	7.64	0.79	-

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Fidelity Target D.	20,366.000	-129.000	-0.63%