Fidelity Managed Retirement 2020 K6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Fidelity Managed Retirement 2020 Fund - Class K6 FHRVX
- NAV / 1-Day Return 60.54 / +0.17 %
- Total Assets 8.8M
-
Adj. Expense Ratio
0.270%
- Expense Ratio 0.270%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High/Moderate
- Status Limited
- TTM Yield 2.87%
- Turnover 39%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 5:30 AM GMT+0
Morningstar’s Analysis FHRVX
Will FHRVX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FHRVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of FHRVX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 71.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | 12.32 | 1M | — |
Fidelity Series Government Bd Idx | 11.93 | 1M | — |
Fidelity Series Investment Grade Bond | 10.98 | 964,810 | — |
Fidelity Series Corporate Bond | 7.09 | 623,317 | — |
Fidelity Series Invest Grd Securtzd | 6.62 | 582,137 | — |
Fidelity Series Emerging Markets Opps | 5.01 | 440,112 | — |
Fidelity Series Intl Dev Mkts Bd Idx | 4.80 | 421,674 | — |
Fidelity Series Large Cap Value Index | 4.79 | 421,256 | — |
Fidelity Series Blue Chip Growth | 4.44 | 390,588 | — |
Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | 3.41 | 299,822 | — |
United States