Fidelity Managed Retirement 2025 K (FKRFX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
62.10
+0.13 (0.21%)
At close: Dec 24, 2025
10.07%
Fund Assets26.65M
Expense Ratio0.37%
Min. Investment$0.00
Turnovern/a
Dividend (ttm)1.58
Dividend Yield2.55%
Dividend Growth4.90%
Payout Frequencyn/a
Ex-Dividend DateNov 7, 2025
Previous Close61.97
YTD Return13.93%
1-Year Return13.15%
5-Year Return25.21%
52-Week Low52.60
52-Week High62.14
Beta (5Y)n/a
Holdings34
Inception DateAug 1, 2019

About FKRFX

The Fidelity Managed Retirement 2025 K (FKRFX) seeks to invest in equity, fixed-income, and short-term funds using an asset allocation strategy with a payment strategy to be administered through the fund's horizon date, December 31, 2042.

Fund Family Fidelity
Category Target-Date 2025
Stock Exchange NASDAQ
Ticker Symbol FKRFX
Share Class Class K
Index Bloomberg U.S. Aggregate Bond TR

Performance

FKRFX had a total return of 13.15% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.68%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
FHRFXClass K60.27%
FIRFXFidelity Advisor Managed Retirement 2025 Fund: Class I0.47%
FARFXFidelity Advisor Managed Retirement 2025 Fund: Class A0.72%

Top 10 Holdings

69.44% of assets
NameSymbolWeight
Fidelity Series Government Bond Index FundFHNFX11.21%
Fidelity Series Investment Grade Bond FundFSIGX10.43%
Fidelity Srs 0-5 Yr Inf-Ptctd Bd IdxFSTZX7.02%
Fidelity Series Corporate Bond FundFHMFX6.71%
Fidelity Series Investment Grade Securitized FundFHPFX6.39%
Fidelity Series Large Cap Value Index FundFIOOX6.06%
Fidelity Srs 5+ Yr Inf-Ptctd Bd IdxFSTDX6.05%
Fidelity Series Emerging Markets Opportunities FundFEMSX5.53%
Fidelity Series Blue Chip Growth FundFSBDX5.15%
Fidelity Series Intl Dev Mkts Bd IdxFSTQX4.90%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Nov 7, 2025$0.164Nov 10, 2025
Oct 3, 2025$0.075Oct 6, 2025
Sep 5, 2025$0.077Sep 8, 2025
Aug 1, 2025$0.142Aug 4, 2025
Jul 11, 2025$0.059Jul 14, 2025
Jun 6, 2025$0.076Jun 9, 2025
Full Dividend History