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Fidelity Managed Retrmt 2025 I FIRFX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 54.53  /  +0.17 %
  • Total Assets 48.6 Mil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.470%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Closed
  • TTM Yield 2.43%
  • Turnover 31%

USD | NAV as of May 30, 2024 | 1-Day Return as of May 30, 2024, 10:15 PM GMT+0

Morningstar’s Analysis FIRFX

There is no Morningstar’s Analysis data available.

Portfolio Holdings FIRFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 68.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Investment Grade Bond

10.03 5.0 Mil

Fidelity Series Government Bd Idx

9.98 5.0 Mil

Fidelity Series Corporate Bond

6.81 3.4 Mil

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

6.71 3.3 Mil

Fidelity Series Invest Grd Securtzd

6.65 3.3 Mil

Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx

6.62 3.3 Mil

Fidelity Series Large Cap Value Index

6.10 3.0 Mil

Fidelity Series Emerging Markets Opps

5.80 2.9 Mil

Fidelity Series Blue Chip Growth

5.06 2.5 Mil

Fidelity Series Long-Term Trs Bd Idx

4.36 2.2 Mil