FIRMX : Fidelity Managed Retirement Income Fund

FIRMX is a Allocation Market Target-Date with HIGH fees.

FIRMX

Fidelity Managed Retirement Income Fund

FI Score

32 /100

Expense Ratio Rating

5 /10

Expense Rating

5 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

32% FI Score
  • firmx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Managed Retirement Income Fund

Expenses: 0.46% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

Fund Summary

The investment seeks high current income and, as a secondary objective, capital appreciation. The fund invests in a combination of Fidelity® domestic equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a stable neutral asset allocation strategy.

Largest Holdings

Amount Holding
15.69% Fidelity® Series Treasury Bill Index
11.90% Fidelity® Series Infl-Prtct Bd Idx
11.53% Fidelity® Series Investment Grade Bond
11.24% Fidelity® Series Government Bd Idx
7.80% Fidelity® Series Corporate Bond
7.73% Fidelity® Series Invest Grd Securtzd
4.64% Fidelity® Series Emerging Markets Opps
4.61% Fidelity® Series Short-Term Credit
3.17% Fidelity® Series Commodity Strategy
2.28% Fidelity® Series Long-Term Trs Bd Idx
1.93% Fidelity® Series International Value
1.91% Fidelity® Series International Growth
1.91% Fidelity® Series Overseas
0.84% Fidelity® Series Intrinsic Opps
0.73% Fidelity® Series Large Cap Stock
0.71% Fidelity® Series High Income
0.70% Fidelity® Series Growth Company
0.62% Fidelity® Series Emerging Markets Debt
0.60% Fidelity® Series Canada
0.54% Fidelity® Series Stk Selec Lg Cp Val
0.51% Fidelity® Series Emerging Markets
0.51% Fidelity® Series International Sm Cap
0.40% Fidelity® Series Value Discovery
0.39% Fidelity® Series Real Estate Income
0.37% Fidelity® Series Opportunistic Insights

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo