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Fidelity Managed Retirement Inc FIRMX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 55.29  /  +0.47 %
  • Total Assets 14.8 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date Retirement
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 2.90%
  • Turnover 25%

USD | NAV as of Jun 12, 2024 | 1-Day Return as of Jun 12, 2024, 10:17 PM GMT+0

Morningstar’s Analysis FIRMX

There is no Morningstar’s Analysis data available.

Portfolio Holdings FIRMX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 79.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Series 0-5 Yr Tips Index

20.36 2.9 Mil

Fidelity Series Investment Grade Bond

12.94 1.9 Mil

Fidelity Series Government Bd Idx

12.91 1.9 Mil

Fidelity Series Corporate Bond

8.79 1.3 Mil

Fidelity Series Invest Grd Securtzd

8.51 1.2 Mil

Ser Int Dev Mkt Bond Indx

3.96 573,586

Fidelity Series Emerging Markets Opps

3.96 572,332

Fidelity Series Treasury Bill Index

3.65 527,538

Fidelity Series Long-Term Trs Bd Idx

2.54 367,333

Fidelity Series Large Cap Value Index

2.31 334,694