About FIXRX
Fidelity Managed Retirement 2025 Fund is a target-date mutual fund designed to help investors plan for retirement around the year 2025. Its primary objective is to seek total return through a blend of current income and capital growth, managed in alignment with a specific retirement timeline. The fund achieves this by investing across a diversified mix of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds, providing broad exposure to both stock and bond markets.
As the target date of 2025 approaches, the fund’s asset allocation becomes progressively more conservative, reducing equity exposure in favor of fixed income and other lower-volatility investments to help support income withdrawals and risk management in retirement. Notable features of the fund include a relatively low expense ratio, monthly income payouts, and a diversified portfolio—its top ten holdings, primarily Fidelity-managed bond and equity index funds, represent a substantial portion of assets.
Fidelity Managed Retirement 2025 Fund plays a significant role for individuals seeking an all-in-one retirement solution that adjusts asset allocation automatically as the retirement date nears, embodying the essential characteristics of the target-date fund category.
Fund Family Fidelity
Category Target-Date 2025
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol FIXRX
Index Bloomberg U.S. Aggregate Bond TR
FIXRX had a total return of 13.17% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.86%.
