Mutual Fund Insights: Fidelity Income Replacement 2042 Fund (FIXRX)

In-depth Analysis of Fidelity Income Replacement 2042 Fund (FIXRX)

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See Fidelity Income Replacement 2042 Fund (FIXRX) performance details as of February 28, 2010

  

Last Trade: $43.86 on 3/19/2010, Change: -0.22 (-0.5%)

Experiment our closing price forecasting tool for Fidelity Income Replacement 2042 Fund (FIXRX) (alpha release)

  

Fund Manager - Andrew Dierdorf

Fund Manager Tenure: 0.8 years   [Similar Funds: FIARX  FICRX  FIIRX  FIRRX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Andrew Andrew Dierdorf is a senior asset allocation analyst in the Asset Allocation Group at Fidelity, where Andrew Dierdorf is responsible for monitoring and managing asset allocation portfolios, as well as providing asset liability analysis and portfolio management for institutional defined benefit plan sponsors. Prior to joining Fidelity in 2004, Mr. Dierdorf worked for CIGNA in Hartford, Connecticut.  Get more insights on Andrew Dierdorf

  

 What we like about Fidelity Income Replacement 2042 Fund (FIXRX)

Data for Fidelity Income Replacement 2042 Fund (FIXRX) as of February 28, 2010

• Fidelity Income Replacement 2042 Fund (FIXRX) has good short-term performance (1-year return 44.78% vs 39.25 % Moderate Allocation category average)
• Fidelity Income Replacement 2042 Fund (FIXRX) has an annual stock turnover rate of 37.00% vs Moderate Allocation average of 97.84%. It is good that Fidelity Income Replacement 2042 management does not trade extensively for its return.
• Fidelity Income Replacement 2042 Fund (FIXRX) 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 2042 Fund (FIXRX)

Data for Fidelity Income Replacement 2042 Fund (FIXRX) as of February 28, 2010

• Fidelity Income Replacement 2042 Fund (FIXRX) management has been with Fidelity Income Replacement 2042 Fund for only 0.8 years, it is hard to judge manager's ability based on this fund's operation record
• Fidelity Income Replacement 2042 Fund is a focused fund with 86.12% 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 2042 Fund (FIXRX) ratio of up-years vs down years can be improved

See Fidelity Income Replacement 2042 Fund (FIXRX) performance details as of February 28, 2010

  

  

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Fidelity Income Replacement 2042 Fund (FIXRX) Net Asset

Track net asset change of Fidelity Income Replacement 2042 fund (FIXRX)

Date	Net Asset
02/2010	$3.13M
01/2010	$2.88M
11/2009	$2.75M

More historic net asset information on Fidelity Income Replacement 2042 Fund (FIXRX)

  

Fidelity Income Replacement 2042 Fund (FIXRX) Portfolio Allocation

Track portfolio allocation change of Fidelity Income Replacement 2042 fund (FIXRX)

Date	Cash	Stock	Bond	Other
01/2010	7.23%	62.92%	28.57%	0.86%
10/2009	7.27%	62.78%	28.74%	1.22%
09/2009	7.54%	63.44%	25.63%	3.38%

Click here to see more historic asset allocation information on Fidelity Income Replacement 2042 Fund (FIXRX)

  

Most Recent Top 10 Holdings in Fidelity Income Replacement 2042 Fund (FIXRX)

Discover what Fidelity Income Replacement 2042 Fund (FIXRX) manager is buying

31-Jan-10 Fidelity Total Bond [16.3%] Fidelity Advisor Intl Discovery I [12.53%] Fidelity Series Broad Market Opps [10.16%] Fidelity Large Cap Core Enhanced Index [10.11%] Fidelity Series 100 Index [7.6%] Fidelity Equity-Income [6.37%] Fidelity Disciplined Equity [6.26%] Fidelity Advisor Mid Cap II I [6.13%] Fidelity Government Income [5.41%] Fidelity Strategic Real Return [5.25%]

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%]

Click here for Stock Holding Change Map in Fidelity Income Replacement 2042 Fund (FIXRX)

  

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See more information on Fidelity Income Replacement 2042 Fund (FIXRX)

• Fidelity Income Replacement 2042 Fund Insights
• Fidelity Income Replacement 2042 Fund Performance Data
• Fidelity Income Replacement 2042 Fund News
• Fidelity Income Replacement 2042 Fund Score Explaination
• Fidelity Income Replacement 2042 Fund Manager Information
• Historic Fidelity Income Replacement 2042 Fund Asset Allocation Report
• Historic Fidelity Income Replacement 2042 Fund Top 10 Holding Tracking
• Historic Fidelity Income Replacement 2042 Fund Asset Under Management Tracking