Fidelity Managed Retirement Income Fund (FIRMX) Research

This fund primarily aims to generate significant current income, with capital appreciation as a secondary goal. It achieves this by investing in a diversified portfolio of underlying Fidelity® funds, encompassing U.S. and international equities, fixed-income instruments, and short-term holdings. This strategic blend is specifically designed to facilitate a systematic withdrawal strategy, providing investors with a consistent income stream throughout their retirement years. The fund's assets are managed according to a steady and balanced allocation approach by the portfolio manager.

Market snapshot

Symbol
FIRMX
Price
$60.37
Day change
+0.08%
Market cap
$16.9M
52-week range
57.06-60.81
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Commonwealth Global Fund (CNGLX)
  • Parametric Dividend Income Fund (EAPDX)
  • Fidelity Managed Retirement 2020 Fund (FIRVX)
  • Fidelity Advisor Managed Retirement Income Fund (FRIMX)
  • Fidelity Sustainable Intermediate Municipal Income Fund (FSIKX)
  • Guinness Atkinson Alternative Energy Fund (GAAEX)
  • GGM Macro Alignment ETF (GGM)
  • Guinness Atkinson Asia Focus Fund (IASMX)

Open Fidelity Managed Retirement Income Fund (FIRMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.