Fidelity Managed Retirement 2015 (FIRSX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
At close: 08:00PM EDT
Overall Portfolio Composition (%)
Cash3.21%
Stocks28.52%
Bonds68.11%
Others0.10%
Preferred0.04%
Convertable0.02%
Sector Weightings (%)
Sector(s)FIRSX
Basic Materials5.66%
Consumer Cyclical11.72%
Financial Services17.73%
Real Estate1.64%
Consumer Defensive5.03%
Healthcare9.40%
Utilities1.83%
Communication Services6.63%
Energy5.33%
Industrials13.08%
Technology21.95%
Equity Holdings
AverageFIRSXCategory Average
Price/Earnings0.0522.84
Price/Book0.382.91
Price/Sales0.512.15
Price/Cashflow0.0813.66
Median Market Cap70,296.775,652.63
3 Year Earnings Growth21.6711.27
Bond Holdings
AverageFIRSXCategory Average
Maturity9.195.77
Duration2.665.7
Credit QualityN/AN/A
Bond Ratings
Sector(s)FIRSX
US Government43.94%
AAA85.75%
AA2.58%
A5.30%
BBB10.59%
BB0.67%
B0.53%
Below B0.21%
Others-5.62%
Top 10 Holdings (71.85% of Total Assets)
Get Quotes for Top Holdings| Name | Symbol | % Assets |
|---|---|---|
| Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | FSTZX | 14.69% |
| Fidelity Series Investment Grade Bond | FSIGX | 11.30% |
| Fidelity Series Government Bd Idx | FHNFX | 11.29% |
| Fidelity Series Corporate Bond | FHMFX | 7.61% |
| Fidelity Series Invest Grd Securtzd | FHPFX | 7.49% |
| Fidelity Series Emerging Markets Opps | FEMSX | 4.70% |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | 3.93% |
| Fidelity Series Long-Term Trs Bd Idx | FTLTX | 3.80% |
| Fidelity Series Large Cap Value Index | FIOOX | 3.67% |
| Fidelity Series Treasury Bill Index | FHQFX | 3.37% |
© 2024 Yahoo. All rights reserved.