Fidelity Managed Retirement 2010 Fund
FIRQX
NASDAQ
| Weiss Ratings | FIRQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | FIRQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.88% | |||
| Dividend | FIRQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.26% | |||
| Asset Allocation | FIRQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 7.29% | |||
| Stock | 21.52% | |||
| U.S. Stock | 8.64% | |||
| Non-U.S. Stock | 12.88% | |||
| Bond | 70.91% | |||
| U.S. Bond | 64.31% | |||
| Non-U.S. Bond | 6.60% | |||
| Preferred | 0.03% | |||
| Convertible | 0.01% | |||
| Other Net | 0.25% | |||
| Price History | FIRQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.15% | |||
| 30-Day Total Return | 2.02% | |||
| 60-Day Total Return | 2.69% | |||
| 90-Day Total Return | 3.14% | |||
| Year to Date Total Return | 5.33% | |||
| 1-Year Total Return | 7.67% | |||
| 2-Year Total Return | 14.34% | |||
| 3-Year Total Return | 17.70% | |||
| 5-Year Total Return | 18.65% | |||
| Price | FIRQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $54.28 | |||
| 1-Month High NAV | $55.29 | |||
| 52-Week Low NAV | $52.29 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $55.29 | |||
| 52-Week High Price (Date) | Jun 26, 2025 | |||
| Beta / Standard Deviation | FIRQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.99 | |||
| Standard Deviation | 7.75 | |||
| Balance Sheet | FIRQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 7.35M | |||
| Operating Ratios | FIRQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.45% | |||
| Turnover Ratio | 25.00% | |||
| Performance | FIRQX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 6.88% | |||
| Last Bear Market Total Return | -6.80% | |||