Advertisement
Skip to Content

Fidelity Simplicity RMD 2010 FIRRX

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%

Morningstar’s Analysis FIRRX

Will FIRRX outperform in future?

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

Summary

|

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.

Unlock our full analysis with Morningstar Investor