Fidelity Managed Retirement 2005 Fund (FIROX)
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Fidelity Managed Retirement 2005 Fund
Fidelity Income Fund
82 Devonshire Street
Boston, MA 02109
800-544-8544
Management Information
Andrew F. Dierdorf,Lead Manager since May 31, 2009
Andrew Dierdorf is a portfolio manager in the Global Asset Allocation group at Fidelity Investments. In this role Mr. Dierdorf is responsible for co-managing multiple target date portfolios, including Fidelity ClearPath Portfolios, Fidelity Freedom Funds, and FIAM Target Date Strategies. Mr. Dierdorf joined Fidelity in 2004 and has been in the industry since 1993. Mr. Dierdorf earned his bachelor of science degree from the University of Delaware. He is a CFA charterholder, a Fellow of the Society of Actuaries, Chartered Market Technician, and Member of the American Academy of Actuaries.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryTarget-Date 2000-2010
Fund FamilyFidelity Investments
Net Assets5.58M
YTD Return1.62%
Yield1.67%
Morningstar Rating★★★
Inception DateAug 29, 2007
Fund Operations
Last Dividend0.04
Last Cap Gain0.00
Holdings Turnover57.00%
Average for CategoryN/A
Fees & Expenses
ExpenseFIROXCategory Average
Annual Report Expense Ratio (net)0.45%0.41%
Prospectus Net Expense Ratio0.45%N/A
Prospectus Gross Expense Ratio0.45%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.90%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection144N/A
5 Yr Expense Projection252N/A
10 Yr Expense Projection567N/A
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