Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Fidelity Managed Retirement 2020 (FIRVX)

52.90
+0.05
+(0.09%)
At close: April 17 at 8:00:46 PM EDT

Top 10 Holdings (72.78% of Total Assets)

SymbolCompany% Assets
FHNFX
Fidelity Series Government Bd Idx 12.06%
FSTZX
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx 12.03%
FSIGX
Fidelity Series Investment Grade Bond 11.45%
FHMFX
Fidelity Series Corporate Bond 7.44%
FHPFX
Fidelity Series Invest Grd Securtzd 7.21%
FSTQX
Fidelity Series Intl Dev Mkts Bd Idx 5.00%
FEMSX
Fidelity Series Emerging Markets Opps 4.92%
FIOOX
Fidelity Series Large Cap Value Index 4.89%
FSTDX
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx 3.97%
FSBDX
Fidelity Series Blue Chip Growth 3.80%
Get Quotes for Top Holdings

Sector Weightings

SectorFIRVX
Technology   20.77%
Financial Services   20.29%
Industrials   14.03%
Consumer Cyclical   11.07%
Healthcare   8.55%
Communication Services   7.59%
Basic Materials   5.32%
Energy   4.35%
Consumer Defensive   4.31%
Utilities   2.00%
Real Estate   1.72%

Overall Portfolio Composition (%)

Cash 1.70%
Stocks 34.55%
Bonds 63.41%
Others 0.32%
Preferred 0.03%
Convertible 0.01%

Bond Ratings

US Government 41.36%
AAA 86.95%
AA 3.10%
A 4.86%
BBB 9.93%
BB 0.68%
B 0.35%
Below B 0.00%
Other -5.86%

Equity Holdings

Average FIRVX Category Average
Price/Earnings 0.05 23.06
Price/Book 0.36 2.87
Price/Sales 0.48 2.15
Price/Cashflow 0.08 14.39
Median Market Cap 84,711.95 71,974.77
3 Year Earnings Growth 14.71 11.79

Bond Holdings

Average FIRVX Category Average
Maturity 9.4 5.85
Duration 2.89 5.65
Credit Quality -- --

Performance & Risk

YTD Return -0.01%
5y Average Return 4.98%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category Target-Date 2020
Fund Family Fidelity Investments
Net Assets 9.33M
YTD Return 1.86%
Yield 2.71%
Morningstar Rating
Inception Date Dec 31, 2007

Fund Summary

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.

Related Tickers

ENPSX ProFunds UltraSector Energy Fund
30.49
+3.39%
 
ENPIX ProFunds UltraSector Energy Fund
36.01
+3.36%
 
FPHAX Fidelity Select Pharmaceuticals Port
22.80
+3.35%
 
CNPIX Consumer Staples UltraSector ProFund Inv
77.61
+3.26%
 
CNPSX Consumer Staples UltraSector ProFund Svc
67.35
+3.23%
 
HNRGX Hennessy Energy Transition Investor
25.54
+2.20%
 
HNRIX Hennessy Energy Transition Instl
26.14
+2.19%
 
DRESX Driehaus Emerging Markets Small Cap Growth Fund
20.75
+1.97%
 
MISMX Matthews EM Sm Coms Instl
22.16
+1.79%
 
MSMLX Matthews EM Sm Coms Inv
22.18
+1.79%
 
VIESX Virtus KAR Emerging Markets Small-Cap I
15.36
+1.79%
 
BIPIX ProFunds Biotechnology UltraSector Fund
34.45
+1.77%
 
VRESX Virtus KAR Emerging Markets Small-Cap R6
15.53
+1.77%
 
BIPSX ProFunds Biotechnology UltraSector Fund
17.93
+1.76%
 
VAESX Virtus KAR Emerging Markets Small-Cap Fund
15.19
+1.74%
 
VPMAX Vanguard PRIMECAP Adm
151.88
+1.72%
 
VPMCX Vanguard PRIMECAP Inv
146.61
+1.72%
 
RMLPX Recurrent MLP & Infrastructure Class I
23.26
+1.71%
 
CSRIX Cohen & Steers Instl Realty Shares
47.73
+1.66%
 
UMPIX ProFunds UltraMid Cap Fund
49.70
+1.66%
 
UMPSX ProFunds UltraMid Cap Fund
38.25
+1.65%
 
CSJIX Cohen & Steers Realty Shares I
65.51
+1.63%
 
CSRSX Cohen & Steers Realty Shares L
65.53
+1.63%
 
CSJAX Cohen & Steers Realty Shares A
65.56
+1.63%
 
CSJZX Cohen & Steers Realty Shares Z
65.68
+1.62%
 
CSJRX Cohen & Steers Realty Shares R
65.71
+1.62%
 
SVFFX Smead Value I1
68.33
+1.62%
 
FNARX Fidelity Natural Resources Fund
42.01
+1.62%
 
CSJCX Cohen & Steers Realty Shares C
65.26
+1.62%
 
SVFYX Smead Value Y
68.45
+1.62%
 
SVFDX Smead Value R1
66.58
+1.62%
 
SVFKX Smead Value R2
69.16
+1.62%
 
SVFAX Smead Value A
67.65
+1.61%
 
SMVLX Smead Value Investor
68.36
+1.61%
 
SVFCX Smead Value C
65.90
+1.60%
 
SETAX SEI Institutional Managed Trust Real Estate Fund
15.63
+1.56%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
32.18
+1.55%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
36.16
+1.54%
 
SNWIX Easterly Snow Small Cap Value I
52.68
+1.54%
 
SNWRX Easterly Snow Capital Small Cap Value Fund
52.68
+1.54%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
35.87
+1.53%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
37.91
+1.53%
 
FSHOX Fidelity Select Construction & Housing
106.28
+1.52%
 
SNWAX Easterly Snow Small Cap Value A
50.98
+1.51%
 
HULEX Huber Select Large Cap Value Instl
30.24
+1.51%
 
HULIX Huber Select Large Cap Value Inv
30.27
+1.51%
 
SEIRX SEI Real Estate I (SIMT)
15.59
+1.50%
 
BRIFX Baron Real Estate Income Retail
15.62
+1.49%
 
SREYX SEI Real Estate Y (SIMT)
15.63
+1.49%
 
BRIUX Baron Real Estate Income R6
15.80
+1.48%
 
BRIIX Baron Real Estate Income Institutional
15.82
+1.48%
 
PHRIX Virtus Duff & Phelps Real Estate Secs I
17.94
+1.47%
 
FSRPX Fidelity Select Retailing
17.30
+1.47%
 
PHRAX Virtus Duff & Phelps Real Estate Secs A
18.03
+1.46%
 
VRREX Virtus Duff & Phelps Real Estate Secs R6
18.05
+1.46%
 
VGSAX Virtus Duff & Phelps Glb Rl Estt Secs A
34.14
+1.46%
 
VGSCX Virtus Duff & Phelps Glb Rl Estt Secs C
32.09
+1.45%
 
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
33.00
+1.44%
 
VGISX Virtus Duff & Phelps Glb Rl Estt Secs I
33.08
+1.44%
 
DSCPX Davenport Small Cap Focus Fund
15.11
+1.41%
 
NGJFX Nuveen Global Real Estate Securities R6
18.12
+1.40%
 
NGJIX Nuveen Global Real Estate Securities I
18.12
+1.40%
 
WWNPX Kinetics Paradigm No Load
148.09
+1.40%
 
KNPYX Kinetics Paradigm Instl
150.28
+1.40%
 
GURIX NAA Risk Managed Rl Estt Inst
31.22
+1.40%
 
KNPAX Kinetics Paradigm Adv A
140.39
+1.39%
 
KNPCX Kinetics Paradigm Adv C
124.51
+1.39%
 
GQGPX GQG Partners Emerging Markets Equity Inv
16.04
+1.39%
 
GURAX NAA Risk Managed Real Estate A
30.74
+1.39%
 
GQGIX GQG Partners Emerging Markets EquityInst
16.14
+1.38%
 
GQGRX GQG Partners Emerging Markets Equity R6
16.14
+1.38%
 
SSHVX Sound Shore Institutional
35.27
+1.38%
 
SSHFX Sound Shore Investor
34.63
+1.38%
 
OFVIX O'Shaughnessy Market Leaders Value I
18.05
+1.35%
 
FDEVX Templeton Developing Markets R6
18.85
+1.34%
 
TDADX Templeton Developing Markets Adv
18.87
+1.34%
 
TIQIX Touchstone Non-US Equity Y
27.25
+1.34%
 
BGKEX Baillie Gifford Emerging Markets Equities Fund
18.95
+1.34%
 
TEDMX Templeton Developing Markets A
19.02
+1.33%
 
HFCVX Hennessy Cornerstone Value Investor
20.65
+1.32%
 
HICVX Hennessy Cornerstone Value Inst
20.69
+1.32%
 
VLPIX Virtus Duff & Phelps Sel MLP & Engy I
16.24
+1.31%
 
TDMRX Templeton Developing Markets R
18.57
+1.31%
 
TROCX Touchstone Non-US Equity I
27.27
+1.30%
 
BIEAX Brandes International Equity Fund
22.63
+1.30%
 
BREUX Baron Real Estate R6
35.14
+1.30%
 
BREIX Baron Real Estate Institutional
35.15
+1.30%
 
BGEDX Baillie Gifford Emerging Markets Equities Fund
19.87
+1.29%
 
BGELX Baillie Gifford Emerging Markets Equities Fund
19.24
+1.29%
 
BGEPX Baillie Gifford Emerging Markets Equities Fund
19.23
+1.29%
 
BGEHX Baillie Gifford Emerging Markets Equities Fund
19.04
+1.29%
 
TEQAX Touchstone Non-US Equity A
25.95
+1.29%
 
BGEGX Baillie Gifford Emerging Markets Equities Fund
18.93
+1.28%
 
MMMMX Victory Integrity Discovery Member
34.83
+1.28%
 
BREFX Baron Real Estate Retail
34.10
+1.28%
 
SNTFX Steward International Enhanced Index R6
17.53
+1.27%
 
TEQCX Touchstone Non-US Equity C
26.31
+1.27%
 
MMEYX Victory Integrity Discovery Y
39.87
+1.27%
 
TMPRX Touchstone Mid Cap R6
50.24
+1.25%
 
BIIEX Brandes International Equity Fund
22.87
+1.24%