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Nasdaq - Delayed Quote USD

Fidelity Managed Retirement 2020 K (FKRVX)

52.15
-0.69
(-1.31%)
As of 8:05:48 AM EDT. Market Open.
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  • Previous Close 52.84
  • YTD Return 1.88%
  • Expense Ratio 0.37%
  • Category Target-Date 2020
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 9.33M
  • Beta (5Y Monthly) 0.79
  • Yield 2.81%
  • 5y Average Return --
  • Holdings Turnover 32.00%
  • Last Dividend 0.18
  • 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 2020

Fund Category

9.33M

Net Assets

2007-12-31

Inception Date

More about Fidelity Managed Retirement 2020 K

Performance Overview: FKRVX

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Trailing returns as of 4/9/2025. Category is Target-Date 2020.

YTD Return

FKRVX
1.88%
Category
5.78%
 

1-Year Return

FKRVX
5.34%
Category
18.91%
 

3-Year Return

FKRVX
2.57%
Category
9.48%
 

5-Year Return

FKRVX
6.32%
Category
8.82%
 

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Holdings: FKRVX

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Sector Weightings

SectorFKRVX
Technology   20.77%
Financial Services   20.29%
Industrials   14.03%
Consumer Cyclical   11.07%
Healthcare   8.55%
Communication Services   7.59%
Basic Materials   5.32%
Energy   4.35%
Consumer Defensive   4.31%
Utilities   2.00%
Real Estate   1.72%
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Recent News: FKRVX

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Research Reports: FKRVX

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