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Fidelity Managed Retirement 2025 K (FKRFX)

54.03
-0.83
(-1.51%)
As of 8:05:48 AM EDT. Market Open.
Loading Chart for FKRFX
  • Previous Close 54.86
  • YTD Return 1.73%
  • Expense Ratio 0.37%
  • 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 0.17
  • 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: FKRFX

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Trailing returns as of 4/9/2025. Category is Target-Date 2025.

YTD Return

FKRFX
1.73%
Category
6.61%
 

1-Year Return

FKRFX
5.32%
Category
21.54%
 

3-Year Return

FKRFX
2.77%
Category
10.23%
 

5-Year Return

FKRFX
7.16%
Category
9.75%
 

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Holdings: FKRFX

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Sector Weightings

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

Recent News: FKRFX

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Research Reports: FKRFX

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