- Fund Type: Open-End Fund
- Objective: Balanced
- Asset Class: Asset Allocation
- Geographic Focus: U.S.
Fidelity Income Replacement Fund 2036
+ Add to WatchlistFIRUX:US
55.19 USD 0.02 0.04%As of 09:29:30 ET on 05/20/2013.
Snapshot for Fidelity Income Replacement Fund 2036 (FIRUX)
| Year To Date: | +9.59% | 3-Month: | +6.00% | 3-Year: | +11.72% | 52-Week Range: | 46.52 - 55.19 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +4.34% | 1-Year: | +20.09% | 5-Year: | +4.83% | Beta vs MSAAMMOR: | - |
Fund Profile & Information for FIRUX
Fidelity Income Replacement Fund 2036 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 12/31/36.
| Inception Date: | 08-30-2007 | Telephone: | 1-800-544-6666 |
|---|---|---|---|
| Managers: | CHRISTOPHER SHARPE / ANDREW DIERDORF | ||
| Web Site: | www.fidelity.com | ||
Fundamentals for FIRUX
| NAV | (on 2013-05-20) 55.19 |
|---|---|
| Assets (M) | (on 2013-04-30) 4.15 |
| Fund Leveraged | N |
| Minimum Investment | 25,000.00 |
| Minimum Subsequent Investment | 0.00 |
Dividends for FIRUX
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Monthly |
| Last Dividend Net | (on 2013-04-29) 0.07 |
| Dividend Yield (ttm) | 2.25 |
Fees & Expenses for FIRUX
| 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 FIRUX
Filing Date: 03/31/2013| Name | Position | Value | % of Total |
|---|---|---|---|
| Fidelity Total Bond Fund | 60,663 | 661,832 | 16.219% |
| Fidelity Series Broad Market O | 36,568 | 445,393 | 10.915% |
| Fidelity Equity-Income Fund | 7,483 | 390,226 | 9.563% |
| Fidelity Advisor International | 11,132 | 386,847 | 9.480% |
| Fidelity Disciplined Equity Fu | 10,849 | 295,309 | 7.237% |
| Fidelity Advisor Mid Cap II Fu | 14,056 | 272,406 | 6.675% |
| Fidelity Series 100 Index Fund | 24,575 | 253,611 | 6.215% |
| Fidelity Blue Chip Growth Fund | 4,725 | 252,746 | 6.194% |
| Fidelity Strategic Real Return | 22,475 | 220,700 | 5.408% |
| Fidelity Government Income Fun | 20,931 | 220,614 | 5.406% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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