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

What is similar to FIRUX?

When comparing both daily movements and return profile, there are multiple funds which are very similar to Fidelity's Simplicity RMD 2015 Fund, but not exactly the same. FIRSX (Fidelity Managed Retirement 2015 Fund), FIRVX (Fidelity Managed Retirement 2020 Fund), FIRWX (Fidelity Simplicity RMD 2020 Fund), FIXRX (Fidelity Managed Retirement 2025 Fund), and FFFCX (Fidelity Freedom 2010 Fund).
Similarity Symbol Fund Family Fund Name Compare
Extremely Similar FFFCX Fidelity Freedom 2010 Fund
Extremely Similar FIXRX Fidelity Managed Retirement 2025 Fund
Extremely Similar FIRWX Fidelity Simplicity RMD 2020 Fund
Extremely Similar FIRVX Fidelity Managed Retirement 2020 Fund
Extremely Similar FIRSX Fidelity Managed Retirement 2015 Fund

Which Fidelity funds are most similar to FIRUX?

Similarity Symbol Fund Family Fund Name Compare
Extremely Similar FIRSX Fidelity Managed Retirement 2015 Fund
Extremely Similar FIRVX Fidelity Managed Retirement 2020 Fund
Extremely Similar FIRWX Fidelity Simplicity RMD 2020 Fund
Extremely Similar FIXRX Fidelity Managed Retirement 2025 Fund
Extremely Similar FFFCX Fidelity Freedom 2010 Fund

Which Non-Fidelity funds are most similar to FIRUX?

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 VTHRX Vanguard Mutual Funds Target Retirement 2030 Fund

Which Fidelity funds are negatively correlated to FIRUX?

Correlation Symbol Fund Family Fund Name Compare
-23.4% FSTGX Fidelity Intermediate Government Income Fund
-22.0% FGOVX Fidelity Government Income Fund
-19.2% FFXSX Fidelity Limited Term Government Fund
3.2% FGMNX Fidelity GNMA Fund
3.3% FTHRX Fidelity Intermediate Bond
3.6% FMSFX Fidelity Mortgage Securities Fund
3.9% FSHBX Fidelity Short-Term Bond Fund
6.5% FBNDX Fidelity Investment Grade Bond
7.8% FNDSX Fidelity Sustainability Bond Index Fund
11.1% FTFMX Fidelity New York Municipal Income Fund

Which Non-Fidelity funds are negatively correlated to FIRUX?

Correlation Symbol Fund Family Fund Name Compare
-91.6% EFZ PowerShares Short MSCI EAFE
-91.0% SH PowerShares Short S&P500
-90.1% SDS PowerShares UltraShort S&P500
-90.1% EFU PowerShares UltraShort MSCI EAFE
-89.4% EPV PowerShares UltraShort FTSE Europe
-88.4% MYY PowerShares Short MidCap400
-88.0% MZZ PowerShares UltraShort MidCap400
-87.8% SPXU PowerShares UltraPro Short S&P500
-87.8% DOG PowerShares Short Dow30
-87.4% EUM PowerShares Short MSCI Emerging Markets

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