Fidelity Simplicity RMD 2020 Fund (FIRWX) Investment Research Dashboard
About Fidelity Simplicity RMD 2020 Fund (FIRWX) stock analysis
Get live FIRWX stock price $61.60, comprehensive Fidelity Simplicity RMD 2020 Fund stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time FIRWX stock data and investment insights.
Loading chart data...
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
This fund strategically diversifies its holdings across a range of Fidelity products, encompassing U.S. and international stock funds, bond funds, and short-term investment vehicles. Its primary purpose is to meet its financial objectives in conjunct...
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Fidelity Simplicity RMD 2020 Fund shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Fidelity Simplicity RMD 2020 Fund
- ⚠Investors should consider how Fidelity Simplicity RMD 2020 Fund fits within their overall portfolio allocation
Market Cap
44.11M
Beta
0.94
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
Related Stocks
Compare FIRWX with peer companies:
- Price
- $11.36+0.00% (1D)
- Market cap
- 39.56M
- Price
- $21.64+0.00% (1D)
- Market cap
- 48.80M
- Price
- $55.02+0.00% (1D)
- Market cap
- 26.95M
- Price
- $59.15+0.00% (1D)
- Market cap
- 16.95M
- Price
- $11.28+0.00% (1D)
- Market cap
- 43.22M
- Price
- $13.10+0.00% (1D)
- Market cap
- 40.92M
- Price
- $8.48+0.00% (1D)
- Market cap
- 43.06M
- Price
- $23.63+0.00% (1D)
- Market cap
- 41.67M
- Price
- $9.64+0.00% (1D)
- Market cap
- 41.48M
About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
86/100 ⭐⭐⭐⭐⭐
- Overall
- -0.1%
- NYSE
- +0.1%
- NASDAQ
- -0.2%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Consumer Defensive | +1.3% | +3.3% | +2.2% | 29.2 | 88/100⭐⭐⭐⭐⭐ |
| Financial Services | -0.1% | +0.9% | +2.0% | 19.3 | 86/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.4% | -1.6% | +2.0% | 22.2 | 74/100⭐⭐⭐⭐⭐ |
| Healthcare | -0.1% | +0.5% | +0.8% | 23.5 | 72/100⭐⭐⭐⭐⭐ |
| Basic Materials | -0.7% | +0.1% | -1.3% | 24.9 | 60/100⭐⭐⭐⭐ |
| Energy | -0.4% | -2.0% | -2.4% | 19.4 | 51/100⭐⭐⭐ |
| Utilities | -1.5% | -0.5% | -4.9% | 25.4 | 40/100⭐⭐⭐ |
| Real Estate | -1.6% | -1.1% | -3.5% | 29.4 | 36/100⭐⭐ |
| Industrials | -0.4% | -0.5% | -10.7% | 30.5 | 19/100⭐ |
| Consumer Cyclical | -0.3% | -2.3% | -6.5% | 43.1 | 17/100⭐ |
| Technology | -1.9% | -4.0% | -9.4% | 41.9 | 7/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-28.