Fidelity Managed Retirement 2005 Fund (FIROX) Research

This investment vehicle strives to deliver comprehensive financial returns until its predetermined horizon date, achieving this through a blend of ongoing income generation and capital appreciation. It strategically allocates capital across a diversified selection of Fidelity's offerings, encompassing domestic and international equity portfolios, fixed-income instruments, and short-term investments. This multifaceted approach is meticulously structured to facilitate a sustainable withdrawal strategy, ensuring investors receive a steady income stream during retirement. The portfolio management team employs a balanced asset allocation methodology.

Market snapshot

Symbol
FIROX
Price
$60.50
Day change
+0.15%
Market cap
$5.6M
52-week range
54.72-60.73
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Fidelity Municipal Income 2023 Fund (FCHPX)
  • Fidelity Disruptors Fund (FGDFX)
  • Fidelity Freedom Blend 2005 Fund (FHAZX)
  • Fidelity Simplicity RMD 2010 Fund (FIRRX)
  • Fidelity Simplicity Rmd 2025 Fund (FMRHX)
  • Kinetics Alternative Income Fund (KWIAX)
  • Natixis Sustainable Future 2015 Fund (NSFBX)
  • Pioneer Emerging Markets Equity Fund (PEMEX)

Open Fidelity Managed Retirement 2005 Fund (FIROX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.