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  • 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

61.67 USD 0.30 0.48%

As of 20:00:00 ET on 05/26/2015.

Snapshot for Fidelity Income Replacement Fund 2030 (FIRQX)

Year To Date: +3.78% 3-Month: +1.54% 3-Year: +10.97% 52-Week Range: 57.68 - 62.08
1-Month: +0.29% 1-Year: +7.21% 5-Year: +9.61% Beta vs MSAAMMOR: -

Mutual Fund Chart for FIRQX

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  • FIRQX:US 61.67
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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: ANDREW DIERDORF / BRETT F SUMSION
Web Site: www.fidelity.com

Fundamentals for FIRQX

NAV (on 2015-05-26) 61.67
Assets (M) (on 2015-04-30) 17.79
Fund Leveraged N
Minimum Investment 25,000.00
Minimum Subsequent Investment 0.00

Dividends for FIRQX

Dividend Type Income
Dividend Frequency Monthly
Last Dividend Net (on 2015-04-29) 0.10
Dividend Yield (ttm) 2.61

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: 03/31/2015
Name Position Value % of Total
Fidelity Total Bond Fund 300,572 3,249,188 18.495%
Fidelity Series Broad Market O 110,473 1,735,533 9.879%
Fidelity Equity-Income Fund In 25,866 1,492,460 8.495%
Fidelity Short-Term Bond Fund 160,946 1,385,742 7.888%
Fidelity Institutional Money M 1,384,044 1,384,044 7.878%
Fidelity Large Cap Stock Fund 39,012 1,113,798 6.340%
Fidelity Advisor International 27,691 1,112,332 6.332%
Fidelity Government Income Fun 102,284 1,086,257 6.183%
Fidelity Advisor Mid Cap II Fu 52,865 1,072,105 6.103%
Fidelity Strategic Real Return 118,259 1,070,243 6.092%

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

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