Fidelity - Managed Retirement 2015 Fund Symbol: FIRSX

The Managed Retirement 2015 Fund fund, symbol FIRSX, is an exchange traded fund (ETF) within the Fidelity family. There are many other funds which offer a similar return profile to FIRSX, available as an ETF from Fidelity.

What is similar to FIRSX?

When comparing both daily movements and return profile, there are multiple funds which are very similar to Fidelity's Managed Retirement 2015 Fund, but not exactly the same. FIRUX (Fidelity Simplicity RMD 2015 Fund), FIRVX (Fidelity Managed Retirement 2020 Fund), FIRRX (Fidelity Simplicity RMD 2010 Fund), FIRWX (Fidelity Simplicity RMD 2020 Fund), and FFFCX (Fidelity Freedom 2010 Fund).
Similarity Symbol Fund Family Fund Name Compare
Extremely Similar FFFCX Fidelity Freedom 2010 Fund
Extremely Similar FIRWX Fidelity Simplicity RMD 2020 Fund
Extremely Similar FIRRX Fidelity Simplicity RMD 2010 Fund
Extremely Similar FIRVX Fidelity Managed Retirement 2020 Fund
Extremely Similar FIRUX Fidelity Simplicity RMD 2015 Fund

Which Fidelity funds are most similar to FIRSX?

Similarity Symbol Fund Family Fund Name Compare
Extremely Similar FIRUX Fidelity Simplicity RMD 2015 Fund
Extremely Similar FIRVX Fidelity Managed Retirement 2020 Fund
Extremely Similar FIRRX Fidelity Simplicity RMD 2010 Fund
Extremely Similar FIRWX Fidelity Simplicity RMD 2020 Fund
Extremely Similar FFFCX Fidelity Freedom 2010 Fund

Which Non-Fidelity funds are most similar to FIRSX?

Similarity Symbol Fund Family Fund Name Compare
Similar VTXVX Vanguard Mutual Funds Target Retirement 2015 Fund
Similar VTWNX Vanguard Mutual Funds Target Retirement 2020 Fund
Similar VTTVX Vanguard Mutual Funds Target Retirement 2025 Fund
Similar VITVX Vanguard Mutual Funds Institutional Target Retirement 2015 Fund
Similar VSCGX Vanguard Mutual Funds LifeStrategy Conservative Growth Fund

Which Fidelity funds are negatively correlated to FIRSX?

Correlation Symbol Fund Family Fund Name Compare
-21.6% FSTGX Fidelity Intermediate Government Income Fund
-19.9% FGOVX Fidelity Government Income Fund
-17.5% FFXSX Fidelity Limited Term Government Fund
4.3% FSHBX Fidelity Short-Term Bond Fund
4.3% FTHRX Fidelity Intermediate Bond
4.3% FGMNX Fidelity GNMA Fund
4.9% FMSFX Fidelity Mortgage Securities Fund
7.8% FBNDX Fidelity Investment Grade Bond
10.5% FNDSX Fidelity Sustainability Bond Index Fund
10.9% FCNVX Fidelity Conservative Income Bond Fund - Institutional Class

Which Non-Fidelity funds are negatively correlated to FIRSX?

Correlation Symbol Fund Family Fund Name Compare
-91.0% EFZ PowerShares Short MSCI EAFE
-90.6% SH PowerShares Short S&P500
-89.8% SDS PowerShares UltraShort S&P500
-89.6% EFU PowerShares UltraShort MSCI EAFE
-88.9% EPV PowerShares UltraShort FTSE Europe
-87.7% MYY PowerShares Short MidCap400
-87.4% SPXU PowerShares UltraPro Short S&P500
-87.4% MZZ PowerShares UltraShort MidCap400
-87.2% DOG PowerShares Short Dow30
-87.1% EUM PowerShares Short MSCI Emerging Markets

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