Fidelity Income Replacement Fund Quote
| FARVX Fund | USD 53.93 0.16 0.30% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Fidelity Income is trading at 53.93 as of the 1st of February 2025; that is 0.3% down since the beginning of the trading day. The fund's open price was 54.09. Fidelity Income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 5th of August 2024 and ending today, the 1st of February 2025. Click here to learn more.
The fund invests in a combination of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a neutral asset allocation strategy.. More on Fidelity Income Replacement
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Target-Date 2020 Funds, Target-Date 2020, Fidelity Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
Fidelity Income Replacement [FARVX] is traded in USA and was established 1st of February 2025. Fidelity Income is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Target-Date 2020 category and is part of Fidelity Investments family. This fund currently has accumulated 3.4 M in assets under management (AUM) with no minimum investment requirementsFidelity Income Repl is currently producing year-to-date (YTD) return of 1.66% with the current yeild of 0.02%, while the total return for the last 3 years was 1.39%.
Check Fidelity Income Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Income Replacement Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Income Replacement Mutual Fund Constituents
| FINVX | Fidelity Series International | Mutual Fund | Foreign Large Value | |
| FYBTX | Fidelity Series Short Term | Mutual Fund | Short-Term Bond | |
| FTLTX | Fidelity Series Long Term | Mutual Fund | Long Government | |
| FSTZX | Fidelity Series 0 5 | Mutual Fund | Short-Term Inflation-Protected Bond | |
| FSTDX | Fidelity Series 5 | Mutual Fund | Inflation-Protected Bond | |
| FSOSX | Fidelity Series Overseas | Mutual Fund | Foreign Large Growth | |
| FSIGX | Fidelity Series Investment | Mutual Fund | Intermediate Core Bond | |
| FSBDX | Fidelity Series Blue | Mutual Fund | Large Growth |
Fidelity Income Repl Risk Profiles
| Mean Deviation | 0.2618 | |||
| Semi Deviation | 0.3634 | |||
| Standard Deviation | 0.3689 | |||
| Variance | 0.1361 |
Fidelity Income Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Income financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Income security.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |