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.
- NAV / 1-Day Return 53.84 / 0.30 %
- Total Assets 17.0 Mil
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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?
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