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Fidelity Simplicity RMD 2015 FIRUX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 54.19  /  0.07 %
  • Total Assets 21.8 Mil
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.530%
  • Distribution Fee Level Above 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 3.37%
  • Turnover 58%

Morningstar’s Analysis FIRUX

Will FIRUX outperform in future?

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

Fidelity Simplicity RMD 2015’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings FIRUX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 34
  • % Assets in Top 10 Holdings 74.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity® Series Investment Grade Bond

32.89
7,358,666

Fidelity® Srs 0-5 Yr Inf-Ptctd Bd Idx

7.66
1,714,403

Fidelity® Srs 5+ Yr Inf-Ptctd Bd Idx

6.18
1,382,731

Fidelity® Series Emerging Markets Opps

6.15
1,376,296

Fidelity® Series Long-Term Trs Bd Idx

4.18
934,394

Fidelity® Series Government Money Mkt

4.10
917,974
Cash and Equivalents

Fidelity® Series Intl Dev Mkts Bd Idx

3.88
867,456

Fidelity® Series International Value

3.55
794,634

Fidelity® Series Overseas

3.49
781,237

Fidelity® Series International Growth

3.48
779,014