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.
- 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?
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