FIRVX : Fidelity Managed Retirement 2020 Fund

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

FIRVX

Fidelity Managed Retirement 2020 Fund

FI Score

27 /100

Expense Ratio Rating

4 /10

Expense Rating

5 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

27% FI Score
  • firvx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Managed Retirement 2020 Fund

Expenses: 0.55% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks total return until its horizon date through a combination of current income and capital growth. The fund invests in a combination of Fidelity® domestic equity funds, international equity funds, bond funds, and short-term in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a neutral asset allocation strategy.

Largest Holdings

Amount Holding
8.94% Fidelity® Series Investment Grade Bond
8.76% Fidelity® Series Government Bd Idx
8.55% Fidelity® Series Treasury Bill Index
8.01% Fidelity® Series Infl-Prtct Bd Idx
6.99% Fidelity® Series Emerging Markets Opps
6.00% Fidelity® Series Corporate Bond
5.94% Fidelity® Series Invest Grd Securtzd
3.88% Fidelity® Series International Growth
3.85% Fidelity® Series International Value
3.80% Fidelity® Series Overseas
3.56% Fidelity® Series Intrinsic Opps
3.12% Fidelity® Series Commodity Strategy
3.06% Fidelity® Series Growth Company
3.03% Fidelity® Series Large Cap Stock
2.32% Fidelity® Series Stk Selec Lg Cp Val
2.31% Fidelity® Series Short-Term Credit
2.23% Fidelity® Series Long-Term Trs Bd Idx
1.72% Fidelity® Series Value Discovery
1.59% Fidelity® Series Opportunistic Insights
1.49% Fidelity® Series Blue Chip Growth
1.23% Fidelity® Series Small Cap Opps
1.17% Fidelity® Series Canada
1.06% Fidelity® Series International Sm Cap
0.83% Fidelity® Series Large Cap Value Index
0.83% Fidelity® Series All-Sector Equity

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