Fidelity Income Fund - Fidelity Simplicity RMD 2020 Fund
FCRWX
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- Fidelity Income Fund - Fidelity Simplicity RMD 2020 Fund (FCRWX) is a target-date mutual fund managed by Fidelity Investments that seeks total return through a combination of current income and capital growth until approximately 2020, after which it focuses on income generation and capital preservation to support required minimum distributions (RMDs) for retirees. The fund employs an asset allocation strategy by investing primarily in a diversified mix of underlying Fidelity mutual funds, including domestic equity funds such as Fidelity Series Growth Company Fund, Fidelity Series Large Cap Stock Fund, and Fidelity Series Blue Chip Growth Fund; international equity funds like Fidelity Series Emerging Markets Opportunities Fund, Fidelity Series Overseas Fund, and Fidelity Series International Growth Fund; bond funds including Fidelity Series Investment Grade Bond Fund, Fidelity Series Long-Term Treasury Bond Index Fund, and Fidelity Series 5+ Year Inflation-Protected Bond Index Fund; short-term and commodity strategy funds such as Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund and Fidelity Series Commodity Strategy Fund; and money market instruments. It targets investors nearing or in retirement around 2020, with a portfolio emphasizing fixed income (approximately 40-50% in investment-grade bonds and inflation-protected securities), equities (around 30-40% split between U.S. and international developed/emerging markets), and smaller allocations to real estate, high-income, and cash equivalents for stability and liquidity. Launched in 2007 and headquartered in Boston, Massachusetts, the fund operates globally through its underlying investments, which provide exposure to U.S., international developed, emerging markets debt and equity, and commodities, serving individual and institutional retirement investors primarily in the United States. In recent years, the fund has maintained its core allocation glide path with no major strategic shifts, partnerships, or acquisitions reported as of late 2024, though portfolio holdings reflect ongoing rebalancing toward fixed income and inflation-hedging assets amid maturing target-date dynamics, with top holdings like Fidelity Series Investment Grade Bond Fund at around 28% as of December 31, 2024.