FIRRX — Fidelity Simplicity RMD 2010 Fund
Data updated: 2024-12-27
FIRRX — Fidelity Simplicity RMD 2010 Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $9.80M AUM · 0.47% expense ratio · 15.7% 1-yr return. From SEC regulatory filings.
FIRRX Fund Overview
FIRRX — Fidelity Simplicity RMD 2010 Fund is a US mutual fund managed by Fidelity Income Fund /ma/, categorised as Target Date / Glide Path Allocation. 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: Target Date / Glide Path Allocation
- Assets under management: $9.80M
- 1-year return: 15.7%
- Ticker: FIRRX
- SEC CIK: 0000751199
- SEC series ID: S000018473
- Share class ID: C000051115
FIRRX Holdings
Top 10 holdings of Fidelity Simplicity RMD 2010 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Fidelity Salem Street Trust | 38.42% |
| Fidelity Salem Street Trust | 15.69% |
| Fidelity Investment Trust | 5.27% |
| Fidelity School Street Trust | 4.01% |
| Fidelity Salem Street Trust | 3.02% |
| Fidelity Salem Street Trust | 2.77% |
| Fidelity Investment Trust | 2.66% |
| Fidelity Investment Trust | 2.66% |
| Fidelity Mt. Vernon Street Trust | 2.63% |
| Fidelity Investment Trust | 2.62% |
FIRRX Portfolio Allocation
Asset-class allocation of Fidelity Simplicity RMD 2010 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.9% |
FIRRX Performance
Total returns for FIRRX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| 1 year | 15.7% |
| 3 years (annualised) | 0.4% |
| 5 years (annualised) | 3.5% |
FIRRX Risk Information
Risk metrics for FIRRX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 7.4%
FIRRX Costs and Fees
FIRRX costs about $47 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.47%
- Gross expense ratio: 0.47%
- Portfolio turnover: 30%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
FIRRX Cashflows
Over the 12 months to 2024-10, Fidelity Simplicity RMD 2010 Fund had net outflows of $821.24K, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2024-10 | $15.83K |
| 2024-09 | −$342.71K |
| 2024-08 | −$10.09K |
| 2024-07 | −$84.83K |
| 2024-06 | −$103.92K |
| 2024-05 | −$48.35K |
FIRRX Debt Constituents
No individual debt constituents are reported in Fidelity Simplicity RMD 2010 Fund's latest SEC N-PORT filing.
FIRRX Prospectus and SEC Filings
Official Fidelity Simplicity RMD 2010 Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other Target Date / Glide Path Allocation 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.