Fidelity Managed Retirement 2015 Fund
FIRSX
NASDAQ
| Weiss Ratings | FIRSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | FIRSX-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 | FIRSX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Managed Retirement 2015 Fund | |||
| Category | Target-Date 2015 | |||
| 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 | FIRSX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.80% | |||
| Dividend | FIRSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.13% | |||
| Asset Allocation | FIRSX-NASDAQ | Click to Compare |
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| Cash | 5.01% | |||
| Stock | 28.46% | |||
| U.S. Stock | 12.93% | |||
| Non-U.S. Stock | 15.53% | |||
| Bond | 66.23% | |||
| U.S. Bond | 57.98% | |||
| Non-U.S. Bond | 8.25% | |||
| Preferred | 0.02% | |||
| Convertible | 0.01% | |||
| Other Net | 0.26% | |||
| Price History | FIRSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.56% | |||
| 30-Day Total Return | -0.04% | |||
| 60-Day Total Return | 2.09% | |||
| 90-Day Total Return | 3.18% | |||
| Year to Date Total Return | 6.04% | |||
| 1-Year Total Return | 6.84% | |||
| 2-Year Total Return | 16.30% | |||
| 3-Year Total Return | 17.41% | |||
| 5-Year Total Return | 19.84% | |||
| Price | FIRSX-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 | FIRSX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $54.54 | |||
| 1-Month High NAV | $55.15 | |||
| 52-Week Low NAV | $51.09 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $55.15 | |||
| 52-Week High Price (Date) | Jul 29, 2025 | |||
| Beta / Standard Deviation | FIRSX-NASDAQ | Click to Compare |
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| Beta | 1.06 | |||
| Standard Deviation | 8.32 | |||
| Balance Sheet | FIRSX-NASDAQ | Click to Compare |
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| Total Assets | 5.49M | |||
| Operating Ratios | FIRSX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.46% | |||
| Turnover Ratio | 34.00% | |||
| Performance | FIRSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 7.54% | |||
| Last Bear Market Total Return | -7.89% | |||