Fidelity Managed Retirement 2010 Fund

Frequently Asked Questions About FIRQX

What does FIRQX invest in?

This fund aims to deliver total returns, encompassing both current income and capital appreciation, up to its designated target date. It allocates capital across a diversified selection of Fidelity-branded investment vehicles, including domestic and international equity funds, fixed-income funds, and short-duration instruments. This diversified strategy is designed to facilitate a withdrawal plan that provides income to investors during their retirement years. The portfolio manager employs a predetermined and balanced approach to asset allocation.

What is the expense ratio of FIRQX?

Fidelity Managed Retirement 2010 Fund (FIRQX) charges an expense ratio of 0.45%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FIRQX?

Fidelity Managed Retirement 2010 Fund (FIRQX) manages $6.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is FIRQX actively managed or an index fund?

FIRQX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FIRQX launched?

Fidelity Managed Retirement 2010 Fund (FIRQX) launched in August 2007 and is managed by Fidelity.

How has FIRQX performed?

FIRQX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.