- Fund Type: Open-End Fund
- Objective: Balanced
- Asset Class: Asset Allocation
- Geographic Focus: U.S.
Fidelity Income Replacement Fund 2018
+ Add to WatchlistFIRKX:US
52.97 USD 0.01 0.02%As of 09:29:30 ET on 05/20/2013.
Snapshot for Fidelity Income Replacement Fund 2018 (FIRKX)
| Year To Date: | +4.34% | 3-Month: | +2.79% | 3-Year: | +7.66% | 52-Week Range: | 48.83 - 52.97 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +1.67% | 1-Year: | +9.88% | 5-Year: | +3.92% | Beta vs LBUSTRUU: | -0.24 |
Fund Profile & Information for FIRKX
Fidelity Income Replacement Fund 2018 is an open-end fund incorporated in the USA. The Fund seeks total return through a combination and current income and capital growth. The Fund invests in a combination Fidelity equity, fixed income, and short-term funds using an asset allocation strategy consistent with a payment strategy to be administered through the funds horizon date 12/31/18.
| Inception Date: | 08-30-2007 | Telephone: | 1-800-544-6666 |
|---|---|---|---|
| Managers: | CHRISTOPHER SHARPE / ANDREW DIERDORF | ||
| Web Site: | www.fidelity.com | ||
Fundamentals for FIRKX
| NAV | (on 2013-05-20) 52.97 |
|---|---|
| Assets (M) | (on 2013-04-30) 5.57 |
| Fund Leveraged | N |
| Minimum Investment | 25,000.00 |
| Minimum Subsequent Investment | 0.00 |
Dividends for FIRKX
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Monthly |
| Last Dividend Net | (on 2013-04-29) 0.06 |
| Dividend Yield (ttm) | 2.15 |
Fees & Expenses for FIRKX
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 0.00 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 0.00 |
| Expense Ratio | 0.25 |
Top Fund Holdings for FIRKX
Filing Date: 03/31/2013| Name | Position | Value | % of Total |
|---|---|---|---|
| Fidelity Total Bond Fund | 127,589 | 1,391,992 | 25.205% |
| Fidelity Short-Term Bond Fund | 105,543 | 907,666 | 16.435% |
| Fidelity Institutional Money M | 907,182 | 907,182 | 16.427% |
| Fidelity Strategic Real Return | 47,318 | 464,663 | 8.414% |
| Fidelity Government Income Fun | 44,071 | 464,513 | 8.411% |
| Fidelity Series Broad Market O | 24,125 | 293,847 | 5.321% |
| Fidelity Equity-Income Fund | 4,937 | 257,451 | 4.662% |
| Fidelity Disciplined Equity Fu | 7,175 | 195,307 | 3.536% |
| Fidelity Advisor Mid Cap II Fu | 9,256 | 179,390 | 3.248% |
| Fidelity Series 100 Index Fund | 16,225 | 167,439 | 3.032% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
Sponsored Financial Commentaries
Advertisement
Top Forex Trading Resources
- 1
- 2
- 3
- 4
- 5
Advertisement
Advertisement
Sponsored Links
Advertisements
Rate this Page