Strength in Fidelity Simplicity RMD Income’s People Pillar and Parent Pillar underpin this strategy'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 54.02 / 0.32 %
- Total Assets 36.0 Mil
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Adj. Expense Ratio
- Expense Ratio 0.460%
- Distribution Fee Level 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 3.45%
- Turnover 59%
Morningstar’s Analysis FIRNX
Will FIRNX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.