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Morningstar

Fidelity Managed Retirement 2020 FIRVX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 49.57  /  0.12 %
  • Total Assets 9.2 Mil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.470%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 3.16%
  • Turnover 67%

USD | NAV as of May 31, 2023 | 1-Day Return as of May 31, 2023, 10:16 PM GMT+0

Morningstar’s Analysis FIRVX

Will FIRVX 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 FIRVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FIRVX 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 FIRVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Manager Research

Morningstar Manager Research

Summary

A strong management team and sound investment process underpin Fidelity Managed Retirement 2020's Morningstar Medalist Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FIRVX

More FIRVX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 34
  • % Assets in Top 10 Holdings 68.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity® Series Investment Grade Bond

10.45
956,653
—

Fidelity® Series Government Bd Idx

10.22
934,975
—

Fidelity® Srs 0-5 Yr Inf-Ptctd Bd Idx

10.00
915,349
—

Fidelity® Series Invest Grd Securtzd

7.16
655,704
—

Fidelity® Series Corporate Bond

6.96
636,646
—

Fidelity® Series Emerging Markets Opps

5.65
517,303
—

Fidelity® Srs 5+ Yr Inf-Ptctd Bd Idx

5.21
476,441
—

Fidelity® Series Large Cap Value Index

4.49
410,725
—

Fidelity® Series Long-Term Trs Bd Idx

4.26
389,858
—

Fidelity® Series Intl Dev Mkts Bd Idx

3.95
361,819
—