Fidelity Income is trading at 53.23 as of the 25th of November 2024; that is 0.17 percent increase since the beginning of the trading day. The fund's open price was 53.14. Fidelity Income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 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 29th of February 2024 and ending today, the 25th of November 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 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
Fidelity Income Replacement [FRASX] is traded in USA and was established 25th of November 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 4.13 M in assets under management (AUM) with no minimum investment requirementsFidelity Income Repl is currently producing year-to-date (YTD) return of 5.39% with the current yeild of 0.03%, while the total return for the last 3 years was -0.24%.
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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.
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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.
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance