Fidelity Managed Retirement 2020 Fund (FIRVX) Research

This fund strategically deploys capital across a diverse range of Fidelity's investment offerings, encompassing U.S. and international stock funds, fixed-income portfolios, and money market instruments. The core aim of this construction is to facilitate a structured withdrawal plan, delivering consistent income to investors throughout their retirement. The asset allocation is executed by the manager following a neutral, predefined strategy.

Market snapshot

Symbol
FIRVX
Price
$60.36
Day change
+0.17%
Market cap
$11.1M
52-week range
55.23-60.85
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Firsthand Alternative Energy Fund (ALTEX)
  • Fidelity Fund (FFIDX)
  • Fidelity Managed Retirement 2010 Fund (FIRQX)
  • Fidelity Managed Retirement 2015 Fund (FIRSX)
  • Fidelity Advisor Managed Retirement Income Fund (FRIMX)
  • Fidelity Sustainable Emerging Markets Fund (FSYJX)
  • Guinness Atkinson Global Energy Fund (GAGEX)
  • Janus Henderson Asia Equity Fund (JAQAX)

Open Fidelity Managed Retirement 2020 Fund (FIRVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.