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FIRJX Fidelity Income Replacement 2016

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Fund FIRJX Fidelity Income Replacement 2016
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Annual Fees
(0.18% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 0.74%
3 YR 1.29%
5 YR 3.05%
10 YR --
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. 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.

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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.


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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