Fidelity Managed Retirement 2015 Fund

Frequently Asked Questions About FIRSX

What are the top holdings of FIRSX?

A machine-readable holdings disclosure for Fidelity Managed Retirement 2015 Fund (FIRSX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does FIRSX invest in?

Fidelity Managed Retirement 2015 Fund (FIRSX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is FIRSX most exposed to?

FIRSX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is FIRSX a US-only fund?

The country allocation card on this page shows FIRSX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does FIRSX invest in?

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.