fundvisualizer.com

Fidelity Simplicity RMD IncomeFIRNX

Performance (before sales charge)

As of 05/31/2024

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 04/30/2024
Stock
18.28%
Non-U.S. Stock
27.02%
Bond
46.22%
Non-U.S. Bond
3.32%
Preferred
0.03%
Convertible
0.01%
Cash
5.11%
Other
0.01%

Due to rounding, percentages may not equal 100%.

Sectors

As of 04/30/2024

Basic materials

0.00%

Consumer cyclical

0.00%

Financial services

0.00%

Real estate

0.00%

Consumer defensive

0.00%

Health care

0.00%

Utilities

0.00%

Communication services

0.00%

Energy

0.00%

Industrials

0.00%

Technology

0.00%

Top 10 holdings

As of 04/30/2024

Fidelity Series Investment Grade Bond
43.14%
Series 0-5 Yr Tips Index
20.36%
Fidelity Series Government Money Mkt
4.89%
Ser Int Dev Mkt Bond Indx
3.96%
Fidelity Series Emerging Markets Opps
3.96%
Fidelity Series Long-Term Trs Bd Idx
2.54%
Fidelity Series International Value
1.86%
Fidelity Series Overseas
1.85%
Fidelity Series International Growth
1.83%
Fidelity Series Growth Company
1.52%
Fund assets

$29.55 Million

Share class

No Load

Morningstar category

Target-Date Retirement

Expense ratio

0.46%

Investment objective

Asset Allocation

Documents
    Compare against similar funds*

    * “Similar funds” are top 10 performing funds in the same Morningstar category and share class , defaulted to 5 Year at NAV.