Fidelity Advisor Income Replacement 2018 Fund I Class

 (MUTF:FRKIX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week
   
-0.04%  
4 week
   
-0.08%  
3 month   +0.48%
   
YTD   +0.49%
   
1 year   +2.41%
   
3 years*   +1.79%
   
5 years*   +3.26%
   
*annualized
Best 3 month return+14.56%  
Worst 3 month return-18.01%  

Morningstar statistics

Morningstar category: Short-Term Bond
  Return Risk Rating
3 years Above Average Above Average
5 years High High
10 years     -     - -
Overall High High
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets4.73M 
Front load-  
Deferred load-  
Expense ratio0.35%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash61.29%  
Stocks6.21%  
Bonds32.11%  
Preferred0.04%  
Convertible0.01%  
Other0.34%  

Purchase information

Initial$25,000  
53.940.00(0.00%)
Mar 23, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks total return through a combination of current income and capital growth. The fund invests in a combination of Fidelity� equity funds, bond funds, and short-term funds using an asset allocation strategy designed to achieve a level of total return consistent with a payment strategy to be administered through the fund's horizon date, December 31, 2018. It allocates assets among underlying funds according to an asset allocation strategy that begins with a relatively more aggressive asset allocation and gradually shifts to a relatively more conservative asset allocation over the fund's time horizon.
Fund filings (PDF) »
Asset managers:
Andrew Dierdorf (Started: Jun 1, 2009)
Brett Sumsion (Started: Jan 21, 2014)
Advisor Company:
FMR Co., Inc. (FMRC)
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston, MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 2.62 1.06 2.73     -
Beta* 0.18 0.20 0.22     -
Mean annual return 0.27 0.14 0.28     -
R-squared* 31.79 12.44 7.12     -
Standard deviation 1.09 1.65 2.37     -
Sharpe ratio 2.57 0.94 1.34     -
* Against standard index

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