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Fidelity Managed Retirement 2030 (FMRAX)

11.09
+0.02
+(0.18%)
At close: April 17 at 8:04:14 PM EDT
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  • Previous Close 11.07
  • YTD Return 1.48%
  • Expense Ratio 0.48%
  • Category Target-Date 2030
  • Last Cap Gain -1.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 50.23M
  • Beta (5Y Monthly) 0.92
  • Yield 2.47%
  • 5y Average Return --
  • Holdings Turnover 40.00%
  • Last Dividend 0.03
  • Inception Date Aug 16, 2019

The fund invests primarily 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.

Fidelity Investments

Fund Family

Target-Date 2030

Fund Category

50.23M

Net Assets

2019-08-16

Inception Date

More about Fidelity Managed Retirement 2030

Performance Overview: FMRAX

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Trailing returns as of 4/17/2025. Category is Target-Date 2030.

YTD Return

FMRAX
1.48%
Category
7.97%
 

1-Year Return

FMRAX
5.11%
Category
25.53%
 

3-Year Return

FMRAX
2.86%
Category
11.28%
 

5-Year Return

FMRAX
7.72%
Category
10.98%
 

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Holdings: FMRAX

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Sector Weightings

SectorFMRAX
Technology   20.97%
Financial Services   19.85%
Industrials   13.98%
Consumer Cyclical   11.32%
Healthcare   8.70%
Communication Services   7.56%
Basic Materials   5.29%
Energy   4.35%
Consumer Defensive   4.22%
Utilities   2.08%
Real Estate   1.67%
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Recent News: FMRAX

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Research Reports: FMRAX

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