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Fidelity Managed Retirement 2025 (FIXRX)

54.84
+0.07
+(0.13%)
At close: April 17 at 8:04:14 PM EDT
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  • Previous Close 54.77
  • YTD Return 1.70%
  • Expense Ratio 0.47%
  • Category Target-Date 2025
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 54.18M
  • Beta (5Y Monthly) 0.87
  • Yield 2.56%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • Last Dividend 0.15
  • Inception Date Dec 31, 2007

The fund invests in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a neutral asset allocation strategy.

Fidelity Investments

Fund Family

Target-Date 2025

Fund Category

54.18M

Net Assets

2007-12-31

Inception Date

Performance Overview: FIXRX

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Trailing returns as of 4/17/2025. Category is Target-Date 2025.

YTD Return

FIXRX
1.70%
Category
6.61%
 

1-Year Return

FIXRX
5.21%
Category
21.54%
 

3-Year Return

FIXRX
2.68%
Category
10.23%
 

5-Year Return

FIXRX
7.06%
Category
9.75%
 

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Holdings: FIXRX

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Sector Weightings

SectorFIXRX
Technology   20.89%
Industrials   13.90%
Healthcare   8.66%
Energy   4.36%
Utilities   2.03%
Real Estate   1.73%

Recent News: FIXRX

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Research Reports: FIXRX

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