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Fidelity Managed Retirement 2015 (FIRSX)

52.16
+0.34
+(0.66%)
As of 8:05:47 AM EDT. Market Open.
Loading Chart for FIRSX
  • Previous Close 51.82
  • YTD Return 2.03%
  • Expense Ratio 0.46%
  • Category Target-Date 2015
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 5.37M
  • Beta (5Y Monthly) 0.71
  • Yield 2.85%
  • 5y Average Return --
  • Holdings Turnover 34.00%
  • Last Dividend 0.18
  • Inception Date Aug 30, 2007

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 neutral asset allocation strategy.

Fidelity Investments

Fund Family

Target-Date 2015

Fund Category

5.37M

Net Assets

2007-08-30

Inception Date

Performance Overview: FIRSX

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Trailing returns as of 4/11/2025. Category is Target-Date 2015.

YTD Return

FIRSX
2.03%
Category
5.24%
 

1-Year Return

FIRSX
5.26%
Category
17.09%
 

3-Year Return

FIRSX
2.27%
Category
9.13%
 

5-Year Return

FIRSX
5.22%
Category
8.26%
 

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Holdings: FIRSX

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Sector Weightings

SectorFIRSX
Technology   20.61%
Industrials   14.21%
Healthcare   8.38%
Energy   4.32%
Utilities   1.97%
Real Estate   1.71%

Recent News: FIRSX

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Research Reports: FIRSX

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