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Mutual Fund Insights: Fidelity Advisor Income Repl 2042 I Fund (FIRFX)

In-depth Analysis of Fidelity Advisor Income Repl 2042 I Fund (FIRFX)

Mutual fund chart: Fidelity Advisor Income Repl 2042 I Fund (FIRFX)

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See Fidelity Advisor Income Repl 2042 I Fund (FIRFX) performance details as of January 31, 2010

  

    Last Trade: $43.86 on 3/19/2010, Change: -0.21 (-0.48%)
Experiment our closing price forecasting tool for Fidelity Advisor Income Repl 2042 I Fund (FIRFX) (alpha release)

  

Fund Manager - Jonathan Shelon

Fund Manager Tenure: 2.2 years   [Similar Funds: FIRVX  FIRWX ]
Fundmojo Fund Grade: B (Score: 0.61)     (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 2042 I Fund (FIRFX) What we like about Fidelity Advisor Income Repl 2042 I Fund (FIRFX)

Data for Fidelity Advisor Income Repl 2042 I Fund (FIRFX) as of January 31, 2010

  • Fidelity Advisor Income Repl 2042 I Fund (FIRFX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Fidelity Advisor Income Repl 2042 I Fund (FIRFX) has good short-term performance (1-year return 32.88% vs 27.80% Moderate Allocation category average)
  • Fidelity Advisor Income Repl 2042 I Fund (FIRFX) has an annual stock turnover rate of 37.00% vs Moderate Allocation average of 87.10%. It is good that Fidelity Advisor Income Repl 2042 I management does not trade extensively for its return.
  • Fidelity Advisor Income Repl 2042 I Fund (FIRFX) has a lower management fee than its Moderate Allocation average: 0.70% vs 1.02%
  • Fidelity Advisor Income Repl 2042 I Fund (FIRFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Fidelity Advisor Income Repl 2042 I Fund (FIRFX) What we are cautious about Fidelity Advisor Income Repl 2042 I Fund (FIRFX)

Data for Fidelity Advisor Income Repl 2042 I Fund (FIRFX) as of January 31, 2010

  • Fidelity Advisor Income Repl 2042 I Fund (FIRFX) management has been with Fidelity Advisor Income Repl 2042 I 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 2042 I Fund is a focused fund with 86.35% 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 2042 I Fund (FIRFX) ratio of up-years vs down years can be improved
See Fidelity Advisor Income Repl 2042 I Fund (FIRFX) 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 2042 I Fund (FIRFX) Net Asset

Track net asset change of Fidelity Advisor Income Repl 2042 I fund (FIRFX)

DateNet Asset
01/2010$50.00K
11/2009$50.00K
10/2009$50.00K
More historic net asset information on Fidelity Advisor Income Repl 2042 I Fund (FIRFX)

  

Fidelity Advisor Income Repl 2042 I Fund (FIRFX) Portfolio Allocation

Track portfolio allocation change of Fidelity Advisor Income Repl 2042 I fund (FIRFX)

DateCashStockBondOther
10/20097.27%62.78%28.74%1.22%
09/20097.54%63.44%25.63%3.38%
08/20097.27%64.13%27.05%1.55%
Click here to see more historic asset allocation information on Fidelity Advisor Income Repl 2042 I Fund (FIRFX)

  

Most Recent Top 10 Holdings in Fidelity Advisor Income Repl 2042 I Fund (FIRFX)

Discover what Fidelity Advisor Income Repl 2042 I Fund (FIRFX) manager is buying

31-Oct-09
Fidelity Total Bond [16.22%]
Fidelity Advisor Intl Discovery I [12.63%]
Fidelity Large Cap Core Enhanced Index [10.19%]
Fidelity Series Broad Market Opps [10.08%]
Fidelity Series 100 Index [7.74%]
Fidelity Disciplined Equity [6.32%]
Fidelity Equity-Income [6.31%]
Fidelity Advisor Mid Cap II I [6.11%]
Fidelity Government Income [5.38%]
Fidelity Strategic Real Return [5.35%]

30-Sep-09
Fidelity Total Bond [15.5%]
Fidelity Advisor Intl Discovery I [12.95%]
Fidelity Series Broad Market Opps [10.42%]
Fidelity Large Cap Core Enhanced Index [10.31%]
Fidelity Series 100 Index [7.72%]
Fidelity Equity-Income [6.49%]
Fidelity Disciplined Equity [6.46%]
Fidelity Advisor Mid Cap II I [6.26%]
Fidelity Strategic Real Return [5.17%]
Fidelity Government Income [5.1%]

31-Aug-09
Fidelity Total Bond [15.22%]
Fidelity Advisor Intl Discovery I [13.17%]
Fidelity Series Broad Market Opps [10.5%]
Fidelity Large Cap Core Enhanced Index [10.37%]
Fidelity Series 100 Index [7.76%]
Fidelity Equity-Income [6.67%]
Fidelity Disciplined Equity [6.49%]
Fidelity Advisor Mid Cap II I [6.16%]
Fidelity Strategic Real Return [5.12%]
Fidelity Government Income [4.96%]
Click here for Stock Holding Change Map in Fidelity Advisor Income Repl 2042 I Fund (FIRFX)

  

Related books and products to Fidelity Advisor Income Repl 2042 I Fund (FIRFX)

  

Latest News on Fidelity Advisor Income Repl 2042 I (FIRFX)

See what is happening with Fidelity Advisor Income Repl 2042 I Fund (FIRFX)

 

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