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FCRFX Fidelity Advisor Income Repl 2042 C

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Fund FCRFX Fidelity Advisor Income Repl 2042 C VBIAX Vanguard Balanced Index Adm VSMGX Vanguard LifeStrategy Moderate Gr Inv  
Similarity
?
100% 86% 90%
Annual Fees
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$174.02
(1.67% Exp. Ratio)
$8.34
(0.08% Exp. Ratio)
$14.59
(0.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.20% annual return
$20,756.32 $33,584.74 $32,984.97
Est. savings over 30 yrs +$12,828.42 +$12,228.65
Return
As of 10/31/16
1 YR RETURN 2.25%
3 YR 3.57%
5 YR 7.14%
10 YR --
1 YR RETURN 4.48%
3 YR 6.35%
5 YR 9.15%
10 YR 6.34%
1 YR RETURN 3.96%
3 YR 4.74%
5 YR 7.56%
10 YR 4.84%
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, 2042. 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.
The investment seeks to track the performance of a benchmark index that measures the investment return of the overall U.S. stock market. The fund employs an indexing investment approach designed to track the performance of two benchmark indexes. With approximately 60% of its assets, the fund seeks to track the investment performance of the CRSP U.S. Total Market Index. With approximately 40% of its assets, the fund seeks to track the investment performance of the Barclays U.S. Aggregate Float Adjusted Index.
The investment seeks capital appreciation and a low to moderate level of current income. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 60% of the fund's assets to common stocks and 40% to bonds. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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