Fidelity Managed Retirement 2010 Fund
FIRQX
NASDAQ
Weiss Ratings | FIRQX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Weak | |||
Reward Grade | D | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | FIRQX-NASDAQ | Click to Compare |
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Provider | Fidelity Investments | |||
Manager/Tenure (Years) | Andrew J Dierdorf (16), Brett F. Sumsion (11), Cait Dourney (0), 1 other | |||
Website | http://www.institutional.fidelity.com | |||
Fund Information | FIRQX-NASDAQ | Click to Compare |
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Fund Name | Fidelity Managed Retirement 2010 Fund | |||
Category | Target-Date 2000-2010 | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Aug 30, 2007 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | FIRQX-NASDAQ | Click to Compare |
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Dividend Yield | 2.84% | |||
Dividend | FIRQX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.19% | |||
Asset Allocation | FIRQX-NASDAQ | Click to Compare |
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Cash | 6.10% | |||
Stock | 21.84% | |||
U.S. Stock | 8.93% | |||
Non-U.S. Stock | 12.91% | |||
Bond | 71.80% | |||
U.S. Bond | 63.27% | |||
Non-U.S. Bond | 8.53% | |||
Preferred | 0.02% | |||
Convertible | 0.01% | |||
Other Net | 0.22% | |||
Price History | FIRQX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.34% | |||
30-Day Total Return | 0.02% | |||
60-Day Total Return | 1.91% | |||
90-Day Total Return | 2.72% | |||
Year to Date Total Return | 5.57% | |||
1-Year Total Return | 6.04% | |||
2-Year Total Return | 14.85% | |||
3-Year Total Return | 15.11% | |||
5-Year Total Return | 15.40% | |||
Price | FIRQX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | FIRQX-NASDAQ | Click to Compare |
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Nav | -- | |||
1-Month Low NAV | $55.01 | |||
1-Month High NAV | $55.57 | |||
52-Week Low NAV | $52.29 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $55.57 | |||
52-Week High Price (Date) | Jul 29, 2025 | |||
Beta / Standard Deviation | FIRQX-NASDAQ | Click to Compare |
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Beta | 0.97 | |||
Standard Deviation | 7.46 | |||
Balance Sheet | FIRQX-NASDAQ | Click to Compare |
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Total Assets | 7.39M | |||
Operating Ratios | FIRQX-NASDAQ | Click to Compare |
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Expense Ratio | 0.45% | |||
Turnover Ratio | 25.00% | |||
Performance | FIRQX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 6.88% | |||
Last Bear Market Total Return | -6.80% | |||