Fidelity Managed Retirement 2020 Fund
FIRVX
NASDAQ
| Weiss Ratings | FIRVX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | FIRVX-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 | FIRVX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Managed Retirement 2020 Fund | |||
| Category | Target-Date 2020 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Dec 31, 2007 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FIRVX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.61% | |||
| Dividend | FIRVX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.01% | |||
| Asset Allocation | FIRVX-NASDAQ | Click to Compare |
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| Cash | 4.07% | |||
| Stock | 34.39% | |||
| U.S. Stock | 16.76% | |||
| Non-U.S. Stock | 17.63% | |||
| Bond | 61.23% | |||
| U.S. Bond | 53.61% | |||
| Non-U.S. Bond | 7.62% | |||
| Preferred | 0.03% | |||
| Convertible | 0.01% | |||
| Other Net | 0.27% | |||
| Price History | FIRVX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.31% | |||
| 30-Day Total Return | 1.35% | |||
| 60-Day Total Return | 2.79% | |||
| 90-Day Total Return | 3.50% | |||
| Year to Date Total Return | 10.03% | |||
| 1-Year Total Return | 6.92% | |||
| 2-Year Total Return | 25.89% | |||
| 3-Year Total Return | 35.24% | |||
| 5-Year Total Return | 27.91% | |||
| Price | FIRVX-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 | FIRVX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $57.00 | |||
| 1-Month High NAV | $58.01 | |||
| 52-Week Low NAV | $51.53 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $58.01 | |||
| 52-Week High Price (Date) | Sep 16, 2025 | |||
| Beta / Standard Deviation | FIRVX-NASDAQ | Click to Compare |
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| Beta | 1.14 | |||
| Standard Deviation | 8.74 | |||
| Balance Sheet | FIRVX-NASDAQ | Click to Compare |
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| Total Assets | 9.75M | |||
| Operating Ratios | FIRVX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.47% | |||
| Turnover Ratio | 39.00% | |||
| Performance | FIRVX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.20% | |||
| Last Bear Market Total Return | -8.94% | |||