• Fund Type: Open-End Fund
  • Objective: Target 2026-2030
  • Asset Class: Mixed Allocation
  • Geographic Focus: U.S.

Fidelity Income Replacement Fund 2030

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FIRQX:US

60.41 USD 0.16 0.27%

As of 19:59:59 ET on 09/18/2014.

Snapshot for Fidelity Income Replacement Fund 2030 (FIRQX)

Year To Date: +5.19% 3-Month: +0.71% 3-Year: +10.85% 52-Week Range: 54.95 - 60.66
1-Month: +0.41% 1-Year: +9.45% 5-Year: +9.33% Beta vs MSAAMMOR: -

Mutual Fund Chart for FIRQX

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  • FIRQX:US 60.41
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Fund Profile & Information for FIRQX

Fidelity Income Replacement Fund 2030 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 12/31/30.

Inception Date: 08-30-2007 Telephone: 1-800-544-6666
Managers: CHRISTOPHER SHARPE / ANDREW DIERDORF
Web Site: www.fidelity.com

Fundamentals for FIRQX

NAV (on 2014-09-18) 60.41
Assets (M) (on 2014-08-29) 15.93
Fund Leveraged N
Minimum Investment 25,000.00
Minimum Subsequent Investment 0.00

Dividends for FIRQX

Dividend Type Long Term Cap Gain
Dividend Frequency Monthly
Last Dividend Net (on 2014-09-12) 0.37
Dividend Yield (ttm) 2.27

Fees & Expenses for FIRQX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.00
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 0.00

Top Fund Holdings for FIRQX

Filing Date: 07/31/2014
Name Position Value % of Total
Fidelity Total Bond Fund 273,233 2,918,128 18.408%
Fidelity Series Broad Market O 101,231 1,554,901 9.809%
Fidelity Equity-Income Fund In 22,241 1,362,959 8.598%
Fidelity Institutional Money M 1,226,088 1,226,088 7.734%
Fidelity Short-Term Bond Fund 142,405 1,223,257 7.716%
Fidelity Large Cap Stock Fund 37,046 1,026,187 6.473%
Fidelity Advisor International 25,711 1,026,139 6.473%
Fidelity Government Income Fun 93,971 974,478 6.147%
Fidelity Strategic Real Return 100,870 965,323 6.089%
Fidelity Advisor Mid Cap II Fu 44,340 939,120 5.924%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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