Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Dean L. Boebinger


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | FCRVX Insights | FCRVX Score | FCRVX Performance | FCRVX Manager | FCRVX News | FCRVX Allocation | FCRVX Holdings Change

Mutual Fund Insights: Fidelity Advisor Income Repl 2038 C Fund (FCRVX)

In-depth Analysis of Fidelity Advisor Income Repl 2038 C Fund (FCRVX)

Mutual fund chart: Fidelity Advisor Income Repl 2038 C Fund (FCRVX)

3 months
6 months
1 year
3 year
5 year

See Fidelity Advisor Income Repl 2038 C Fund (FCRVX) performance details as of January 31, 2010

  

    Last Trade: $43.74 on 3/19/2010, Change: -0.21 (-0.48%)
Experiment our closing price forecasting tool for Fidelity Advisor Income Repl 2038 C Fund (FCRVX) (alpha release)

  

Fund Manager - Jonathan Shelon

Fund Manager Tenure: 2.2 years   [Similar Funds: FCRFX  FCRWX ]
Fundmojo Fund Grade: C (Score: 0.53)     (What does this score mean?)
Shelon is a portfolio manager with Fidelity Investments, his employer since 2001. Prior to joining, he was a quantitative consultant at Callan Associates, Inc.  Get more insights on Jonathan Shelon

  

What we like about Fidelity Advisor Income Repl 2038 C Fund (FCRVX) What we like about Fidelity Advisor Income Repl 2038 C Fund (FCRVX)

Data for Fidelity Advisor Income Repl 2038 C Fund (FCRVX) as of January 31, 2010

  • Fidelity Advisor Income Repl 2038 C Fund (FCRVX) has good short-term performance (1-year return 30.54% vs 27.80% Moderate Allocation category average)
  • Fidelity Advisor Income Repl 2038 C Fund (FCRVX) has an annual stock turnover rate of 41.00% vs Moderate Allocation average of 87.10%. It is good that Fidelity Advisor Income Repl 2038 C management does not trade extensively for its return.

  

What we are cautious about Fidelity Advisor Income Repl 2038 C Fund (FCRVX) What we are cautious about Fidelity Advisor Income Repl 2038 C Fund (FCRVX)

Data for Fidelity Advisor Income Repl 2038 C Fund (FCRVX) as of January 31, 2010

  • Fidelity Advisor Income Repl 2038 C Fund (FCRVX) management has been with Fidelity Advisor Income Repl 2038 C Fund for only 2.2 years, it is hard to judge manager's ability based on this fund's operation record
  • Fidelity Advisor Income Repl 2038 C Fund is a focused fund with 84.01% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Fidelity Advisor Income Repl 2038 C Fund (FCRVX) ratio of up-years vs down years can be improved
  • Fidelity Advisor Income Repl 2038 C Fund (FCRVX) has a higher management fee of 1.69% than its Moderate Allocation average of 1.02%
  • Fidelity Advisor Income Repl 2038 C Fund (FCRVX) carries a 1% load
See Fidelity Advisor Income Repl 2038 C Fund (FCRVX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Moderate Allocation category?

Below are some additional Moderate Allocation mutual funds generated out of our database

  

Fidelity Advisor Income Repl 2038 C Fund (FCRVX) Net Asset

Track net asset change of Fidelity Advisor Income Repl 2038 C fund (FCRVX)

DateNet Asset
01/2010$50.00K
11/2009$50.00K
10/2009$50.00K
More historic net asset information on Fidelity Advisor Income Repl 2038 C Fund (FCRVX)

  

Fidelity Advisor Income Repl 2038 C Fund (FCRVX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Income Repl 2038 C fund (FCRVX)

DateCashStockBondOther
10/20098.99%60.28%29.51%1.21%
09/20099.04%61.24%26.36%3.35%
08/20098.55%61.95%27.96%1.55%
Click here to see more historic asset allocation information on Fidelity Advisor Income Repl 2038 C Fund (FCRVX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Income Repl 2038 C Fund (FCRVX)

Discover what Fidelity Advisor Income Repl 2038 C Fund (FCRVX) manager is buying

31-Oct-09
Fidelity Total Bond [16.29%]
Fidelity Advisor Intl Discovery I [11.89%]
Fidelity Large Cap Core Enhanced Index [9.83%]
Fidelity Series Broad Market Opps [9.72%]
Fidelity Series 100 Index [7.47%]
Fidelity Disciplined Equity [6.09%]
Fidelity Equity-Income [6.09%]
Fidelity Advisor Mid Cap II I [5.89%]
Fidelity Government Income [5.41%]
Fidelity Strategic Real Return [5.38%]

30-Sep-09
Fidelity Total Bond [15.61%]
Fidelity Advisor Intl Discovery I [12.33%]
Fidelity Series Broad Market Opps [10.07%]
Fidelity Large Cap Core Enhanced Index [9.99%]
Fidelity Series 100 Index [7.48%]
Fidelity Equity-Income [6.28%]
Fidelity Disciplined Equity [6.26%]
Fidelity Advisor Mid Cap II I [6.08%]
Fidelity Strategic Real Return [5.2%]
Fidelity Government Income [5.16%]

31-Aug-09
Fidelity Total Bond [15.47%]
Fidelity Advisor Intl Discovery I [12.6%]
Fidelity Series Broad Market Opps [10.13%]
Fidelity Large Cap Core Enhanced Index [10.08%]
Fidelity Series 100 Index [7.55%]
Fidelity Equity-Income [6.42%]
Fidelity Disciplined Equity [6.31%]
Fidelity Advisor Mid Cap II I [5.99%]
Fidelity Strategic Real Return [5.18%]
Fidelity Government Income [5.11%]
Click here for Stock Holding Change Map in Fidelity Advisor Income Repl 2038 C Fund (FCRVX)

  

Related books and products to Fidelity Advisor Income Repl 2038 C Fund (FCRVX)

  

Latest News on Fidelity Advisor Income Repl 2038 C (FCRVX)

See what is happening with Fidelity Advisor Income Repl 2038 C Fund (FCRVX)

 

Books and Resources

 

 

See more information on Fidelity Advisor Income Repl 2038 C Fund (FCRVX)