FIXRX : Fidelity Managed Retirement 2025 Fund

FIXRX is a Allocation Market Target-Date with HIGH fees.

FIXRX

Fidelity Managed Retirement 2025 Fund

FI Score

29 /100

Expense Ratio Rating

3 /10

Expense Rating

4 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

29% FI Score
  • fixrx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Managed Retirement 2025 Fund

Expenses: 0.59% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

Fund Summary

The investment seeks total return until its horizon date through a combination of current income and capital growth. The fund invests in a combination of Fidelity® domestic 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.

Largest Holdings

Amount Holding
8.38% Fidelity® Series Investment Grade Bond
8.21% Fidelity® Series Government Bd Idx
7.58% Fidelity® Series Emerging Markets Opps
7.07% Fidelity® Series Infl-Prtct Bd Idx
6.48% Fidelity® Series Treasury Bill Index
5.62% Fidelity® Series Corporate Bond
5.57% Fidelity® Series Invest Grd Securtzd
4.38% Fidelity® Series International Growth
4.31% Fidelity® Series International Value
4.27% Fidelity® Series Overseas
4.15% Fidelity® Series Intrinsic Opps
3.66% Fidelity® Series Large Cap Stock
3.64% Fidelity® Series Growth Company
3.10% Fidelity® Series Commodity Strategy
2.78% Fidelity® Series Stk Selec Lg Cp Val
2.22% Fidelity® Series Long-Term Trs Bd Idx
2.04% Fidelity® Series Value Discovery
1.90% Fidelity® Series Opportunistic Insights
1.78% Fidelity® Series Blue Chip Growth
1.57% Fidelity® Series Short-Term Credit
1.48% Fidelity® Series Small Cap Opps
1.32% Fidelity® Series Canada
1.18% Fidelity® Series International Sm Cap
0.99% Fidelity® Series Large Cap Value Index
0.98% Fidelity® Series All-Sector Equity

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