| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 10.14 | -0.02 (-0.20%) | 9.96 - 10.20 | 0.0 |
Market data as of 8:00PM 05/23/13. Quotes are delayed by at least 15 min.
The investment seeks high current income and, as a secondary objective, capital appreciation. The fund invests in a combination of underlying domestic equity, international equity, bond and short-term affiliated funds (i.e., Strategic Advisers and Fidelity funds) and non-affiliated funds that participate in Fidelity's FundsNetwork® using a moderate asset allocation strategy designed for investors already in retirement.
| Total Return | 2.38% |
|---|---|
| Yield (Trailing 12 Mo.) | -- |
| Expense Ratio | 0.58% |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | $0.00 |
| Management Tenure | 0 Years |
| Fund Inception | 12/20/2012 |
| Timeframe | FEBPX | S&P 500 | Retirement Income |
|---|---|---|---|
| 1 Month | 0.66% | 1.93% | 1.17% |
| 3 Month | 1.57% | 7.18% | 2.60% |
| Year-to-Date | 2.59% | 12.74% | 4.12% |
| 1 Year | -- | 16.89% | 7.75% |
| 3 Year | -- | 12.80% | 6.79% |
| 5 Year | -- | 5.21% | 4.28% |
| 10 Year | -- | 7.88% | 5.03% |
| Since Inception | 2.38% | 10.38% | -- |
| Basic Materials | 5.23% | |
|---|---|---|
| Consumer Cyclical | 13.00% | |
| Financial Services | 17.06% | |
| Real Estate | 2.27% | |
| Consumer Defensive | 9.86% | |
| Healthcare | 11.14% | |
| Utilities | 2.38% | |
| Communication Services | 4.02% | |
| Energy | 8.75% | |
| Industrials | 12.74% | |
| Technology | 13.55% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | 0.00 | 11.91 | 11.91 | ||
| Bond | 0.00 | 47.66 | 47.66 | ||
| Other | 0.12 | 0.57 | 0.45 | ||
| Foreign Stock | 0.00 | 6.12 | 6.12 | ||
| Foreign Bond | 1.58 | 9.87 | 8.28 | ||
| Total | 1.70 | 76.13 | 74.42 | ||
| Cash | 3.27 | 28.63 | 25.36 | ||
| Total Net Assets | $102.66K |
|---|---|
| Total Stock Holdings | 0 |
| Total Bond Holdings | 0 |
| AAA | 62.78% | |
|---|---|---|
| AA | 5.43% | |
| A | 9.31% | |
| BBB | 6.52% |
| BB | 4.41% | |
|---|---|---|
| B | 7.81% | |
| Below B | 2.39% | |
| Not Rated | 1.34% |
| Valuation | FEBPX | Category Range |
|---|---|---|
| Price/Earnings | 14.91 | |
| Price/Book | 1.96 | |
| Price/Sales | 1.18 | |
| Price/Cash Flow | 9.12 | |
| Dividend Yield | 2.15 | |
| LT Earnings | 11.3 | |
| Historical Earnings | 15.96 | |
| Sales Growth | -12.53 | |
| Cash-Flow Growth | -50.58 | |
| Book-Value Growth | -36.72 |
| Rate Sensitivity | |||
|---|---|---|---|
| High | |||
| Mid | |||
| Low | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall | ||
| Risk | ||
| Return |
| Pretax Return | -- |
|---|---|
| Tax-adjusted Return | -- |
| Tax Cost Ratio | -- |
| Potential Cap Gains | -- |
