Fidelity Managed Retirement 2015 Fund (FIRSX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FIRSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIRSX
FIRSX charges 0.46% annually. There are 378 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | FIRSX vs FCQTX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | FIRSX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | FIRSX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | FIRSX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FIRSX vs PMTIX |
Best Risk-Adjusted Alternatives to FIRSX
Among 652 mutual funds in the Target Retirement Date category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 86 | — | Aug 2007 | FIRSX vs FRAMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | FIRSX vs PADLX | |
| State Street Target Retirement Fund | 82 | — | Sep 2014 | FIRSX vs SSFNX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | FIRSX vs PDAHX | |
| USAA Target Retirement Income Fund | 82 | — | Jul 2008 | FIRSX vs URINX |
Top Performing FIRSX Alternatives (YTD)
Among 652 mutual funds in the Target Retirement Date category with YTD return data, the top-performing alternatives shown here go as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | FIRSX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 12.08% | — | Jul 2013 | FIRSX vs URSIX | |
| USAA Target Retirement 2050 Fund | 11.62% | — | Jul 2008 | FIRSX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 11.47% | — | Jun 2017 | FIRSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 11.40% | — | Jun 2019 | FIRSX vs FDFPX |
Lowest Volatility Alternatives to FIRSX
Among 652 mutual funds in the Target Retirement Date category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | FIRSX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | FIRSX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | FIRSX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | FIRSX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.39% | — | Oct 2009 | FIRSX vs FIKFX |
Lowest Drawdown Alternatives to FIRSX
Among 652 mutual funds in the Target Retirement Date category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | FIRSX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | FIRSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FIRSX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | FIRSX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | FIRSX vs FRIMX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 34 | 14.28% | — | Sep 2021 | FIRSX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 56 | 9.40% | — | Jul 1993 | FIRSX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.32% | — | Dec 2012 | FIRSX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 56 | 10.22% | — | May 2011 | FIRSX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 67 | 9.87% | — | Dec 1991 | FIRSX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.95% | — | Jul 2010 | FIRSX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 55 | 7.31% | — | Aug 2005 | FIRSX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 24.77% | — | Apr 2000 | FIRSX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.28% | — | Oct 2007 | FIRSX vs FFANX | |
| BlackRock Enhanced Large Cap Core Fund | Derivative Income | 82 | 10.01% | — | Apr 2004 | FIRSX vs CII |
Often Compared With FIRSX
Investors most often compare FIRSX with JRLVX, FQLSX, FFBQX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FIRSX with Any Fund or Stock
Compare FIRSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIRSX with funds that move differently
Fidelity Managed Retirement 2015 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIRSX.
Explore FIRSX Diversifiers