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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | FIRSX vs LTRIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | FIRSX vs LTFIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | FIRSX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | FIRSX vs JIEHX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | FIRSX vs JRLVX |
Best Risk-Adjusted Alternatives to FIRSX
FIRSX has a PortfoliosLab risk / return rank of 67. There are 341 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | FIRSX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | FIRSX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | FIRSX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | FIRSX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | FIRSX vs FRHMX |
Top Performing FIRSX Alternatives (YTD)
FIRSX is at 4.25% YTD. There are 635 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | FIRSX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | FIRSX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | FIRSX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | FIRSX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | FIRSX vs FVTKX |
Lowest Volatility Alternatives to FIRSX
FIRSX has 5.06% 1-year volatility. There are 40 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.58% | — | Nov 2015 | FIRSX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | FIRSX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | FIRSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | FIRSX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.36% | — | Aug 2007 | FIRSX vs FRQAX |
Lowest Drawdown Alternatives to FIRSX
FIRSX has a 1-year max drawdown of -3.92%. There are 42 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going 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 Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | FIRSX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | FIRSX vs FRHMX |
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 | 30 | 11.26% | — | Sep 2021 | FIRSX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | FIRSX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | FIRSX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | FIRSX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | FIRSX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | FIRSX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | FIRSX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | FIRSX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | FIRSX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | FIRSX vs FFANX |
Often Compared With FIRSX
Investors most often compare FIRSX with FRQKX, SSFNX, VTMFX. These 20 comparison targets span 5 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