FIRWX — Fidelity Simplicity RMD 2020 Fund
Data updated: 2024-12-27
FIRWX — Fidelity Simplicity RMD 2020 Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $46.24M AUM · 0.55% expense ratio · 20.5% 1-yr return. From SEC regulatory filings.
FIRWX Fund Overview
FIRWX — Fidelity Simplicity RMD 2020 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: $46.24M
- 1-year return: 20.5%
- Ticker: FIRWX
- SEC CIK: 0000751199
- SEC series ID: S000019924
- Share class ID: C000055918
FIRWX Holdings
Top 10 holdings of Fidelity Simplicity RMD 2020 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Fidelity Salem Street Trust | 26.92% |
| Fidelity Salem Street Trust | 8.22% |
| Fidelity Investment Trust | 6.98% |
| Fidelity Salem Street Trust | 4.95% |
| Fidelity Mt. Vernon Street Trust | 4.73% |
| Fidelity Hastings Street Trust | 4.63% |
| Fidelity Salem Street Trust | 4.30% |
| Fidelity Investment Trust | 4.17% |
| Fidelity Investment Trust | 4.16% |
| Fidelity Investment Trust | 4.11% |
FIRWX Portfolio Allocation
Asset-class allocation of Fidelity Simplicity RMD 2020 Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.9% |
FIRWX Performance
Total returns for FIRWX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| 1 year | 20.5% |
| 3 years (annualised) | 0.9% |
| 5 years (annualised) | 5.2% |
FIRWX Risk Information
Risk metrics for FIRWX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 9.1%
FIRWX Costs and Fees
FIRWX costs about $55 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.55%
- Gross expense ratio: 0.55%
- Portfolio turnover: 23%
- Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)
FIRWX Cashflows
Over the 12 months to 2024-10, Fidelity Simplicity RMD 2020 Fund had net outflows of $8.80M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2024-10 | −$586.78K |
| 2024-09 | −$522.10K |
| 2024-08 | −$481.95K |
| 2024-07 | −$688.54K |
| 2024-06 | −$456.84K |
| 2024-05 | −$1.32M |
FIRWX Debt Constituents
No individual debt constituents are reported in Fidelity Simplicity RMD 2020 Fund's latest SEC N-PORT filing.
FIRWX Prospectus and SEC Filings
Official Fidelity Simplicity RMD 2020 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.