Nasdaq - Delayed Quote USD

Fidelity Managed Retirement 2015 K (FKRSX)

52.90
-0.38
(-0.71%)
As of 8:05:49 AM EDT. Market Open.
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  • Previous Close 53.28
  • YTD Return 2.80%
  • Expense Ratio 0.36%
  • Category Target-Date 2015
  • Last Cap Gain -3.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 5.61M
  • Beta (5Y Monthly) 0.71
  • Yield 2.94%
  • 5y Average Return --
  • Holdings Turnover 34.00%
  • Last Dividend 0.13
  • Inception Date Aug 1, 2019

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 2015

Fund Category

5.61M

Net Assets

2019-08-01

Inception Date

More about Fidelity Managed Retirement 2015 K

Performance Overview: FKRSX

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Trailing returns as of 4/2/2025. Category is Target-Date 2015.

YTD Return

FKRSX
2.80%
Category
5.24%
 

1-Year Return

FKRSX
7.82%
Category
17.09%
 

3-Year Return

FKRSX
2.25%
Category
9.13%
 

5-Year Return

FKRSX
4.13%
Category
8.26%
 

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Holdings: FKRSX

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Sector Weightings

SectorFKRSX
Technology   21.34%
Financial Services   19.62%
Industrials   14.14%
Consumer Cyclical   11.18%
Healthcare   8.45%
Communication Services   7.27%
Basic Materials   5.47%
Energy   4.39%
Consumer Defensive   4.27%
Utilities   2.15%
Real Estate   1.72%
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Recent News: FKRSX

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Research Reports: FKRSX

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