Fidelity Managed Retirement 2015 Fund (FIRSX) Research
This investment aims to generate comprehensive returns by its target year, utilizing both current income and capital growth. It achieves this through a diversified portfolio of other Fidelity funds, including U.S. and international equities, fixed-income securities, and money market instruments. This investment structure is specifically designed to support a systematic withdrawal plan, providing a steady stream of income for investors in retirement. The portfolio manager implements a balanced approach to asset allocation.
Market snapshot
- Symbol
- FIRSX
- Price
- $58.11
- Day change
- +0.12%
- Market cap
- $5.1M
- 52-week range
- 54.08-58.58
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Firsthand Alternative Energy Fund (ALTEX)
- Commonwealth Africa Fund (CAFRX)
- Commonwealth Japan Fund (CNJFX)
- Consumer Staples UltraSector ProFund - Service Class (CNPSX)
- Fidelity Managed Retirement 2010 Fund (FIRQX)
- Fidelity Managed Retirement 2020 Fund (FIRVX)
- Fidelity Advisor Managed Retirement Income Fund (FRIMX)
- Fidelity Sustainable Emerging Markets Fund (FSYJX)
Open Fidelity Managed Retirement 2015 Fund (FIRSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.