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Fidelity Simplicity Rmd Income Fund (0P00009DCM)

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56.460 +0.070    +0.12%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 28.2M
Type:  Fund
Market:  United States
Issuer:  Fidelity Investments
Asset Class:  Other
Fidelity Simplicity RMD Income Fund 56.460 +0.070 +0.12%

0P00009DCM Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Fidelity Simplicity RMD Income Fund (0P00009DCM) fund. Our Fidelity Simplicity RMD Income Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Status

Name  Net %  Long %  Short %
Cash 4.740 14.890 10.150
Stocks 21.740 21.740 0.000
Bonds 73.330 74.420 1.090
Convertible 0.010 0.010 0.000
Preferred 0.030 0.030 0.000
Other 0.150 0.320 0.170

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.971 16.809
Price to Book 2.436 2.397
Price to Sales 1.835 1.744
Price to Cash Flow 10.733 10.339
Dividend Yield 2.091 2.587
5 Years Earnings Growth 12.874 10.873

Sector Allocation

Name  Net % Category Average
Technology 21.840 21.656
Financial Services 18.710 15.460
Industrials 13.380 11.123
Consumer Cyclical 11.480 10.429
Healthcare 9.200 11.859
Communication Services 6.820 6.767
Basic Materials 6.250 4.249
Energy 4.960 4.457
Consumer Defensive 4.180 6.078
Utilities 1.870 2.959
Real Estate 1.310 4.961

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 34

Number of short holdings: 0

Name ISIN Weight % Last Change %
Fidelity Series Investment Grade Bond - 42.87 - -
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx - 20.51 - -
Fidelity Series Emerging Markets Opps - 4.54 - -
Fidelity Series Intl Dev Mkts Bd Idx - 3.92 - -
Fidelity Series Long-Term Trs Bd Idx - 2.64 - -
Fidelity Series International Growth - 1.97 - -
Fidelity Series Overseas - 1.96 - -
Fidelity Series International Value - 1.96 - -
Fidelity Series Growth Company - 1.58 - -
Fidelity Series Large Cap Stock - 1.51 - -

Top Other Funds by Fidelity Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Floating Rate High Income 9.46B 6.91 6.28 4.54
  Fidelity Convertible Securities 2.16B 10.42 0.77 8.40
  Fidelity Advisor Floating Rate HiI 2.07B 6.89 6.25 4.50
  US3157966157 1.43B 13.58 4.02 -
  Fidelity Freedom Income 1.37B 4.75 0.11 3.36
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