Nasdaq - Delayed Quote USD

Fidelity Managed Retirement Inc (FIRMX)

56.71
+0.09
+(0.16%)
At close: May 16 at 8:00:46 PM EDT
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  • Previous Close 56.62
  • YTD Return 2.79%
  • Expense Ratio 0.45%
  • Category Target-Date Retirement
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 17.37M
  • Beta (5Y Monthly) 0.59
  • Yield 2.93%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.34
  • Inception Date Aug 1, 2019

The fund invests in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a stable neutral asset allocation strategy.

Fidelity Investments

Fund Family

Target-Date Retirement

Fund Category

17.37M

Net Assets

2019-08-01

Inception Date

Performance Overview: FIRMX

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Trailing returns as of 5/15/2025. Category is Target-Date Retirement.

YTD Return

FIRMX
2.79%
Category
3.58%
 

1-Year Return

FIRMX
7.98%
Category
12.52%
 

3-Year Return

FIRMX
3.46%
Category
7.60%
 

5-Year Return

FIRMX
2.95%
Category
6.39%
 

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Holdings: FIRMX

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Sector Weightings

SectorFIRMX
Technology   19.26%
Industrials   14.55%
Healthcare   8.07%
Energy   4.56%
Utilities   2.00%
Real Estate   1.65%

Recent News: FIRMX

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Research Reports: FIRMX

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