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Fidelity Simplicity RMD 2020 FIRWX

Quantitative rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 56.75  /  0.81 %
  • Total Assets 53.7 Mil
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.570%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Extensive
  • Status Open
  • TTM Yield 2.82%
  • Turnover 62%

Morningstar’s Analysis FIRWX

Will FIRWX outperform in future?

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

Summary

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Strength in Fidelity Simplicity RMD 2020’s People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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