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Fidelity Managed Retirement Inc FIRMX

Quantitative rating as of
  • NAV / 1-Day Return 53.84  /  0.30 %
  • Total Assets 17.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.450%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 3.27%
  • Turnover 64%

Morningstar’s Analysis FIRMX

Will FIRMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.



A strong management team and sound investment process underpin Fidelity Managed Retirement Inc's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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