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Fidelity Managed Retirement 2015 FIRSX

Quantitative rating as of
  • NAV / 1-Day Return 50.02  /  0.06 %
  • Total Assets 6.3 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.460%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 3.19%
  • Turnover 60%

Morningstar’s Analysis FIRSX

Will FIRSX outperform in future?

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



A strong management team and sound investment process underpin Fidelity Managed Retirement 2015's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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