Mutual Fund Insights: Fidelity Income Replacement 2038 Fund (FIRVX)

In-depth Analysis of Fidelity Income Replacement 2038 Fund (FIRVX)

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See Fidelity Income Replacement 2038 Fund (FIRVX) performance details as of January 31, 2010

  

Last Trade: $43.77 on 3/19/2010, Change: -0.21 (-0.48%)

Experiment our closing price forecasting tool for Fidelity Income Replacement 2038 Fund (FIRVX) (alpha release)

  

Fund Manager - Jonathan Shelon

Fund Manager Tenure: 2.2 years   [Similar Funds: FIRFX  FIRWX  FIIVX ]
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 Income Replacement 2038 Fund (FIRVX)

Data for Fidelity Income Replacement 2038 Fund (FIRVX) as of January 31, 2010

• Fidelity Income Replacement 2038 Fund (FIRVX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
• Fidelity Income Replacement 2038 Fund (FIRVX) has good short-term performance (1-year return 31.84% vs 27.80% Moderate Allocation category average)
• Fidelity Income Replacement 2038 Fund (FIRVX) has an annual stock turnover rate of 41.00% vs Moderate Allocation average of 87.10%. It is good that Fidelity Income Replacement 2038 management does not trade extensively for its return.
• Fidelity Income Replacement 2038 Fund (FIRVX) has a lower management fee than its Moderate Allocation average: 0.69% vs 1.02%
• Fidelity Income Replacement 2038 Fund (FIRVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Fidelity Income Replacement 2038 Fund (FIRVX)

Data for Fidelity Income Replacement 2038 Fund (FIRVX) as of January 31, 2010

• Fidelity Income Replacement 2038 Fund (FIRVX) management has been with Fidelity Income Replacement 2038 Fund for only 2.2 years, it is hard to judge manager's ability based on this fund's operation record
• Fidelity Income Replacement 2038 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 Income Replacement 2038 Fund (FIRVX) ratio of up-years vs down years can be improved

See Fidelity Income Replacement 2038 Fund (FIRVX) performance details as of January 31, 2010

  

  

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Fidelity Income Replacement 2038 Fund (FIRVX) Net Asset

Track net asset change of Fidelity Income Replacement 2038 fund (FIRVX)

Date	Net Asset
01/2010	$2.07M
11/2009	$2.06M
10/2009	$1.99M

More historic net asset information on Fidelity Income Replacement 2038 Fund (FIRVX)

  

Fidelity Income Replacement 2038 Fund (FIRVX) Portfolio Allocation

Track portfolio allocation change of Fidelity Income Replacement 2038 fund (FIRVX)

Date	Cash	Stock	Bond	Other
10/2009	8.99%	60.28%	29.51%	1.21%
09/2009	9.04%	61.24%	26.36%	3.35%
08/2009	8.55%	61.95%	27.96%	1.55%

Click here to see more historic asset allocation information on Fidelity Income Replacement 2038 Fund (FIRVX)

  

Most Recent Top 10 Holdings in Fidelity Income Replacement 2038 Fund (FIRVX)

Discover what Fidelity Income Replacement 2038 Fund (FIRVX) 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 Income Replacement 2038 Fund (FIRVX)

  

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See more information on Fidelity Income Replacement 2038 Fund (FIRVX)

• Fidelity Income Replacement 2038 Fund Insights
• Fidelity Income Replacement 2038 Fund Performance Data
• Fidelity Income Replacement 2038 Fund News
• Fidelity Income Replacement 2038 Fund Score Explaination
• Fidelity Income Replacement 2038 Fund Manager Information
• Historic Fidelity Income Replacement 2038 Fund Asset Allocation Report
• Historic Fidelity Income Replacement 2038 Fund Top 10 Holding Tracking
• Historic Fidelity Income Replacement 2038 Fund Asset Under Management Tracking