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Fidelity Simplicity RMD 2020 FIRWX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 60.60  /  +0.73 %
  • Total Assets 49.0 Mil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2020
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 2.30%
  • Turnover 30%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:13 PM GMT+0

Morningstar’s Analysis FIRWX

There is no Morningstar’s Analysis data available.

Portfolio Holdings FIRWX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 74.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Investment Grade Bond

29.52 15.0 Mil

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

8.59 4.4 Mil

Fidelity Series Emerging Markets Opps

6.43 3.3 Mil

Fidelity Series Long-Term Trs Bd Idx

5.38 2.7 Mil

Fidelity Series International Growth

4.26 2.2 Mil

Fidelity Series Overseas

4.24 2.2 Mil

Fidelity Series Growth Company

4.23 2.2 Mil

Fidelity Series International Value

4.19 2.1 Mil

Fidelity Series Large Cap Stock

3.96 2.0 Mil

Fidelity Series Intl Dev Mkts Bd Idx

3.92 2.0 Mil