FIRNX — Fidelity Simplicity RMD Income Fund
Data updated: 2024-12-27
FIRNX — Fidelity Simplicity RMD Income Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Multi-Cap / All-Cap Blend / Core Equity · $28.20M AUM · 0.46% expense ratio · 13.2% 1-yr return. From SEC regulatory filings.
FIRNX Fund Overview
FIRNX — Fidelity Simplicity RMD Income Fund is a US mutual fund managed by Fidelity Income Fund /ma/, categorised as United States Multi-Cap / All-Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Fidelity Income Fund /ma/
- Category: United States Multi-Cap / All-Cap Blend / Core Equity
- Assets under management: $28.20M
- 1-year return: 13.2%
- Ticker: FIRNX
- SEC CIK: 0000751199
- SEC series ID: S000018469
- Share class ID: C000051095
FIRNX Holdings
Top 10 holdings of Fidelity Simplicity RMD Income Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Fidelity Salem Street Trust | 41.59% |
| Fidelity Salem Street Trust | 20.98% |
| Fidelity Investment Trust | 4.51% |
| Fidelity Salem Street Trust | 4.41% |
| Fidelity School Street Trust | 3.99% |
| Fidelity Salem Street Trust | 2.55% |
| Fidelity Investment Trust | 1.99% |
| Fidelity Investment Trust | 1.99% |
| Fidelity Investment Trust | 1.96% |
| Fidelity Mt. Vernon Street Trust | 1.69% |
FIRNX Portfolio Allocation
Asset-class allocation of Fidelity Simplicity RMD Income Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.9% |
FIRNX Performance
Total returns for FIRNX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| 1 year | 13.2% |
| 3 years (annualised) | 0.2% |
| 5 years (annualised) | 2.8% |
FIRNX Risk Information
Risk metrics for FIRNX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 6.5%
FIRNX Costs and Fees
FIRNX costs about $46 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.46%
- Gross expense ratio: 0.46%
- Portfolio turnover: 20%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
FIRNX Cashflows
Over the 12 months to 2024-10, Fidelity Simplicity RMD Income Fund had net outflows of $6.29M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2024-10 | −$174.38K |
| 2024-09 | −$784.30K |
| 2024-08 | −$111.30K |
| 2024-07 | −$268.34K |
| 2024-06 | −$713.82K |
| 2024-05 | −$392.44K |
FIRNX Debt Constituents
No individual debt constituents are reported in Fidelity Simplicity RMD Income Fund's latest SEC N-PORT filing.
FIRNX Prospectus and SEC Filings
Official Fidelity Simplicity RMD Income Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Multi-Cap / All-Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.