Fidelity Income Replacement Fund Quote
| FIRUX Fund | USD 61.84 0.29 0.47% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Fidelity Income is trading at 61.84 as of the 1st of December 2024; that is 0.47 percent increase since the beginning of the trading day. The fund's open price was 61.55. Fidelity Income has about a 20 % 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. Equity ratings for Fidelity Income Replacement are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of June 2023 and ending today, the 1st of December 2024. 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 to seek to achieve the funds investment objective consistent with a payment strategy to be administered through a complementary systematic withdrawal plan.. 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 2015 Funds, Target-Date 2015, Fidelity Investments, Large Blend, Target-Date 2015 (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of September 2022 |
| Fiscal Year End | July |
Fidelity Income Replacement [FIRUX] is traded in USA and was established 1st of December 2024. Fidelity Income is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Target-Date 2015 category and is part of Fidelity Investments family. This fund currently has accumulated 22.26 M in assets under management (AUM) with no minimum investment requirementsFidelity Income Repl is currently producing year-to-date (YTD) return of 8.46% with the current yeild of 0.03%, while the total return for the last 3 years was 1.18%.
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
| FBLEX | Fidelity Series Stock | Mutual Fund | Large Value | |
| FCGSX | Fidelity Series Growth | Mutual Fund | Large Growth | |
| FCSSX | Fidelity Series Commodity | Mutual Fund | Commodities Broad Basket | |
| FDMLX | Fidelity Series Intrinsic | Mutual Fund | Mid-Cap Value | |
| FEMSX | Fidelity Series Emerging | Mutual Fund | Diversified Emerging Mkts | |
| FGLGX | Fidelity Series Growth | Mutual Fund | Large Blend | |
| FIGSX | Fidelity Series International | Mutual Fund | Foreign Large Growth | |
| FINVX | Fidelity Series International | Mutual Fund | Foreign Large Value |
Fidelity Income Repl Risk Profiles
| Mean Deviation | 0.2706 | |||
| Semi Deviation | 0.2931 | |||
| Standard Deviation | 0.3519 | |||
| Variance | 0.1239 |
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.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |