FIRWX : Fidelity Simplicity RMD 2020 Fund

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

FIRWX

Fidelity Simplicity RMD 2020 Fund

FI Score

31 /100

Expense Ratio Rating

3 /10

Expense Rating

4 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

31% FI Score
  • firwx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Simplicity RMD 2020 Fund

Expenses: 0.61% (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 funds to seek to achieve the fund's investment objective consistent with a payment strategy to be administered through a complementary systematic withdrawal plan.

Largest Holdings

Amount Holding
27.33% Fidelity® Series Investment Grade Bond
7.59% Fidelity® Series Infl-Prtct Bd Idx
7.25% Fidelity® Series Emerging Markets Opps
4.12% Fidelity® Series International Growth
4.05% Fidelity® Series International Value
4.01% Fidelity® Series Overseas
3.81% Fidelity® Series Intrinsic Opps
3.35% Fidelity® Series Large Cap Stock
3.32% Fidelity® Series Growth Company
3.11% Fidelity® Series Commodity Strategy
2.54% Fidelity® Series Stk Selec Lg Cp Val
2.29% Fidelity® Series Short-Term Credit
2.22% Fidelity® Series Long-Term Trs Bd Idx
1.87% Fidelity® Series Value Discovery
1.73% Fidelity® Series Opportunistic Insights
1.62% Fidelity® Series Blue Chip Growth
1.35% Fidelity® Series Small Cap Opps
1.25% Fidelity® Series Canada
1.10% Fidelity® Series International Sm Cap
0.90% Fidelity® Series All-Sector Equity
0.90% Fidelity® Series Large Cap Value Index
0.80% Fidelity® Series Emerging Markets
0.71% Fidelity® Series High Income
0.60% Fidelity® Series Emerging Markets Debt
0.47% Fidelity® Series Small Cap Discovery

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