Advertisement
Skip to Content

Fidelity Simplicity RMD Income FIRNX

Quantitative rating as of
  • NAV / 1-Day Return 54.02  /  0.32 %
  • Total Assets 36.0 Mil
  • Adj. Expense Ratio
    0.460%
  • 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.

Summary

|

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.

Unlock our full analysis with Morningstar Investor