FFFAX vs FIKFX

Both FFFAX and FIKFX are mutual funds. FFFAX has a lower 5-year return than FIKFX (3.47% vs 3.75%). FFFAX has a higher expense ratio than FIKFX (0.47% vs 0.12%). Below is the comparison between FFFAX and FIKFX.

FFFAX FIKFX
Segment U.S. Balanced: Target-Date Retirement N/A
Issuer N/A N/A
Net Assets $2.01B $267.7M
Expense Ratio 0.47% 0.12%
Management Style active passive
Dividend Yield 1.97% 2.06%
Minimum Investment $2,500.00 N/A
YTD Return -1.91% 0.60%
1-Year Return 3.76% 6.28%
3-Year Return 3.63% 4.73%
5-Year Return 3.47% 3.75%
10-Year Return 4.10% 3.84%

FFFAX description

The Fund seeks high current income and, secondarily, capital appreciation. Invests in Fidelity equity, fixed-income, and money market (underlying Fidelity funds). Assets are allocated according to a stable strategy designed for investors already in retirement.

FFFAX performance & returns

YTD Return -1.91%
1-Month Return 0.94%
3-Month Return -2.90%
1-Year Return 3.76%
3-Year Return 3.63%
5-Year Return 3.47%
10-Year Return 4.10%
FFFAX expense ratio is 0.47%.

FFFAX holdings

Top 10 Holdings (72.90% of Total Assets)

Name Symbol % Assets
Fidelity® Series Investment Grade Bond FSIGX 39.27%
Fidelity® Series Infl-Prtct Bd Idx FSIPX 12.18%
Fidelity® Series Short-Term Credit FYBTX 4.72%
Fidelity® Series Emerging Markets Opps FEMSX 4.14%
Fidelity® Series Commodity Strategy FCSSX 3.33%
Fidelity® Series Long-Term Trs Bd Idx FTLTX 2.76%
Fidelity® Series International Growth FIGSX 2.28%
Fidelity® Series International Value FINVX 1.89%
Fidelity® Series Overseas FSOSX 1.26%
Fidelity® Series Intrinsic Opps FDMLX 1.07%

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    FIKFX description

    The Fund seeks high current income and, as a secondary objective, capital appreciation. The fund invests in a combination of underlying Fidelity funds, each of which (excluding the money market fund) seeks to provide investment results that correspond to the total return of a specific index or market segment.

    FIKFX performance & returns

    YTD Return 0.60%
    1-Month Return 0.98%
    3-Month Return -0.99%
    1-Year Return 6.28%
    3-Year Return 4.73%
    5-Year Return 3.75%
    10-Year Return 3.84%
    FIKFX expense ratio is 0.12%.

    FIKFX holdings

    Top 10 Holdings (100.00% of Total Assets)

    Name Symbol % Assets
    Fidelity® Series Bond Index FIFZX 46.46%
    Fidelity® Series Treasury Bill Index FHQFX 22.59%
    Fidelity® Series Total Market Index FCFMX 10.47%
    Fidelity® Series Infl-Prtct Bd Idx FSIPX 10.13%
    Fidelity® Series Global ex US Index FSGEX 7.1%
    Fidelity® Series Long-Term Trs Bd Idx FTLTX 3.25%

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