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Morningstar

Fidelity Simplicity RMD 2010 FIRRX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 49.68  /  0.40 %
  • Total Assets 10.1 Mil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.490%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2000-2010
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 3.29%
  • Turnover 58%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis FIRRX

Will FIRRX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FIRRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FIRRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FIRRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Fidelity Simplicity RMD 2010’s People Pillar and Parent Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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