• Fund Type: Open-End Fund
  • Objective: Target 2031-2035
  • Asset Class: Mixed Allocation
  • Geographic Focus: U.S.

Fidelity Income Replacement Fund 2034

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FIRSX:US

60.20 USD 0.16 0.27%

As of 09:29:30 ET on 12/19/2014.

Snapshot for Fidelity Income Replacement Fund 2034 (FIRSX)

Year To Date: +5.94% 3-Month: +0.63% 3-Year: +12.41% 52-Week Range: 55.97 - 60.67
1-Month: +0.17% 1-Year: +7.47% 5-Year: +9.25% Beta vs MSAAMMOR: -

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  • FIRSX:US 60.20
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Fund Profile & Information for FIRSX

Fidelity Income Replacement Fund 2034 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 12/31/34.

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

Fundamentals for FIRSX

NAV (on 2014-12-19) 60.20
Assets (M) (on 2014-11-28) 9.56
Fund Leveraged N
Minimum Investment 25,000.00
Minimum Subsequent Investment 0.00

Dividends for FIRSX

Dividend Type Short Term Cap Gain
Dividend Frequency Monthly
Last Dividend Net (on 2014-12-19) 0.16
Dividend Yield (ttm) 2.76

Fees & Expenses for FIRSX

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 FIRSX

Filing Date: 10/31/2014
Name Position Value % of Total
Fidelity Total Bond Fund 147,660 1,582,911 16.924%
Fidelity Series Broad Market O 61,610 985,151 10.533%
Fidelity Equity-Income Fund In 13,619 844,901 9.033%
Fidelity Advisor International 19,293 751,638 8.036%
Fidelity Large Cap Stock Fund 22,294 642,061 6.865%
Fidelity Short-Term Bond Fund 70,731 608,286 6.504%
Fidelity Institutional Money M 607,590 607,590 6.496%
Fidelity Advisor Mid Cap II Fu 27,706 593,458 6.345%
Fidelity Blue Chip Growth Fund 8,314 560,389 5.991%
Fidelity Series 100 Index Fund 41,578 554,240 5.926%

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

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