Fidelity Managed Retirement 2010 (FIRQX)

Fund Assets	7.47M
Expense Ratio	0.45%
Min. Investment	$0.00
Turnover	59.00%
Dividend (ttm)	1.64
Dividend Yield	2.84%
Dividend Growth	20.57%
Payout Frequency	n/a
Ex-Dividend Date	Jun 10, 2026

Previous Close	57.78
YTD Return	3.60%
1-Year Return	9.52%
5-Year Return	14.08%
52-Week Low	54.63
52-Week High	58.26
Beta (5Y)	0.37
Holdings	34
Inception Date	Aug 30, 2007

About FIRQX

Fidelity Managed Retirement 2010 Fund is a target-date mutual fund designed to support individuals entering or in retirement. Its primary objective is to provide investors with a combination of current income and capital growth, aligning its asset allocation strategy with the needs of those withdrawing assets during retirement years. The fund achieves this by investing in a diversified mix of other Fidelity funds, encompassing U.S. equities, international equities, bond funds, and short-term instruments. This diversified allocation is actively managed and regularly adjusted to prioritize income generation while maintaining measured exposure to growth assets. Notably, the fund offers monthly dividend distributions and a competitive expense ratio, catering to those seeking steady income after their target retirement date. With more than 34 underlying holdings, the fund strategically balances risk and income, positioning itself as a supportive vehicle for long-term retirees. Since its inception in 2007, it has played a role in the retirement market by enabling a structured decumulation strategy, helping investors manage longevity risk and income needs throughout retirement.

• Fund Family: Fidelity
• Category: Target-Date 2000-2010
• Performance Rating: Low
• Risk Rating: Low
• Stock Exchange: NASDAQ
• Ticker Symbol: FIRQX
• Index: Bloomberg U.S. Aggregate Bond TR

Performance

FIRQX had a total return of 9.52% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.80%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
FRQHX	Class K6	0.25%
FRQKX	Class K	0.35%
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund: Class I	0.45%
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund: Class A	0.70%

Top 10 Holdings

79.13% of assets

Name	Symbol	Weight
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx	FSTZX	20.07%
Fidelity Series Government Bond Index Fund	FHNFX	13.46%
Fidelity Series Investment Grade Bond Fund	FSIGX	12.37%
Fidelity Series Corporate Bond Fund	FHMFX	8.02%
Fidelity Series Investment Grade Securitized Fund	FHPFX	7.42%
Fidelity Series Intl Dev Mkts Bd Idx	FSTQX	4.88%
Fidelity Series Emerging Markets Opportunities Fund	FEMSX	4.08%
Fidelity Series Treasury Bill Index	FHQFX	3.26%
Fidelity Series Large Cap Value Index Fund	FIOOX	2.81%
Fidelity Series Long-Term Treasury Bond Index Fund	FTLTX	2.77%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 10, 2026	$0.182	Jun 11, 2026
May 1, 2026	$0.135	May 4, 2026
Apr 1, 2026	$0.093	Apr 2, 2026
Mar 6, 2026	$0.078	Mar 9, 2026
Feb 6, 2026	$0.062	Feb 9, 2026
Dec 30, 2025	$0.726	Dec 31, 2025

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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