Fidelity Managed Retirement 2015 (FIRSX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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As of 08:05AM EDT. Market open.
Overall Portfolio Composition (%)
Cash2.62%
Stocks29.06%
Bonds68.17%
Others0.09%
Preferred0.04%
Convertable0.02%
Sector Weightings (%)
Sector(s)FIRSX
Basic Materials5.58%
Consumer Cyclical11.55%
Financial Services17.66%
Real Estate1.67%
Consumer Defensive5.05%
Healthcare9.49%
Utilities1.85%
Communication Services6.68%
Energy5.35%
Industrials13.01%
Technology22.12%
Equity Holdings
AverageFIRSXCategory Average
Price/Earnings0.0522.84
Price/Book0.372.91
Price/Sales0.492.15
Price/Cashflow0.0713.66
Median Market Cap73,835.2475,652.63
3 Year Earnings Growth21.9411.27
Bond Holdings
AverageFIRSXCategory Average
Maturity9.165.77
Duration2.685.7
Credit QualityN/AN/A
Bond Ratings
Sector(s)FIRSX
US Government43.01%
AAA85.66%
AA2.55%
A5.29%
BBB10.81%
BB0.67%
B0.52%
Below B0.21%
Others-5.71%
Top 10 Holdings (73.79% of Total Assets)
Get Quotes for Top Holdings| Name | Symbol | % Assets |
|---|---|---|
| Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | FSTZX | 14.67% |
| Fidelity Series Investment Grade Bond | FSIGX | 11.95% |
| Fidelity Series Government Bd Idx | FHNFX | 11.88% |
| Fidelity Series Corporate Bond | FHMFX | 8.07% |
| Fidelity Series Invest Grd Securtzd | FHPFX | 7.93% |
| Fidelity Series Emerging Markets Opps | FEMSX | 4.66% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 3.93% |
| Fidelity Series Large Cap Value Index | FIOOX | 3.88% |
| Fidelity Series Long-Term Trs Bd Idx | FTLTX | 3.60% |
| Fidelity Series Blue Chip Growth | FSBDX | 3.22% |
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