Fidelity Income Replacement Fund Quote

FIRMX Fund  USD 60.43  -0.03  -0.05%   
The investment seeks high current income and, as a secondary objective, capital appreciation. Fidelity Managed is traded on NASDAQ Exchange in the United States. It is managed by Fidelity Investments. With a beta of 0.29, FIDELITY INCOME shows lower sensitivity to broader market movements.
Performance
0High
3 · Mild
NAV Risk Level
HighLow
22 · Below Average
Fidelity Income Replacement is quoted at $60.43 as of May 11, 2026, recording with limited intraday movement. Market-implied stability metrics indicate that FIDELITY INCOME has a moderate probability of significant NAV decline over the coming years. Over the last 90 trading days, it has produced modest risk-adjusted performance. The performance scores are based on the time frame from February 10, 2026 to May 11, 2026. Learn more.
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Fidelity Income Replacement [FIRMX] is traded in USA. The fund is listed under the Target-Date Retirement category and is part of the Fidelity Investments family. This fund currently has accumulated $12.7 million in assets under management (AUM) with no minimum investment requirements. Fidelity Income is currently producing a year-to-date (YTD) return of 2.46%, while the total return for the last 3 years is 6.86%. FIDELITY INCOME is an operator in the target-date retirement segment where revenue is driven by core operating activity and end-market demand.

Instrument Allocation

Mutual Fund Notable Updates

Legal NameFIDELITY INCOME REPLACEMENT 2022 FUND FIDELITY INCOME REPLACEMENT 2022 FUND
Fund ConcentrationTarget-Date Retirement, Fidelity Investments, Large Blend, Target-Date Retirement, (View all Sectors)

FIDELITY INCOME REPLACEMENT 2022 FUND FIDELITY INCOME REPLACEMENT 2022 FUND NAV Analysis

Aligned With Model
Today
60.43
This estimate for Fidelity Income is driven by the aggregate performance of its underlying assets across a 3 months time horizon. Divergence between price and model value may reflect tracking error, flows, or rebalancing effects.
60.16
Intrinsic Value
60.52
Current intrinsic value estimate framed by downside and upside probability thresholds.

Common Risk Profiles

Fidelity Income Replacement Against Markets

Top Fidelity Income Replacement Mutual Fund Constituents

Predictive Daily Indicators

Short-horizon metrics for FIDELITY INCOME with recent activity near 1 capture price behavior that monthly NAV data often smooths over. With 12.7 M in fund assets, FIDELITY INCOME's daily data benefits shareholders who want faster feedback on NAV-driving trends.

Forecast Models

Since inception on 2007-08-30, FIDELITY INCOME's forecasting quality depends on how closely current market conditions resemble the fund's training sample. FIDELITY INCOME averaged 6.9% over three years. Forecast accuracy for mutual funds degrades over longer horizons as holdings and management decisions evolve.

Mutual Fund Overview, Methodology & Data Sources

This overview summarizes how FIDELITY INCOME may fit into diversified allocations without assuming direction. The current allocation is approximately 19.0% equities, 8.0% bonds and 8.0% cash. It is classified under Target-Date Retirement within the Fidelity Investments family.

Methodology

Unless otherwise specified, data for Fidelity Income Replacement is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Fidelity Income Replacement market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: We primarily rely on public fund disclosures, holdings reports, and market data feeds, including disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Data is normalized for analytical consistency across reporting formats. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.

Research Sources

Fidelity Income Replacement may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.

Editorial review and methodology oversight provided by: Rifka Kats, Member of Macroaxis Editorial Board