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Fidelity Managed Retirement 2025 FIXRX

Quantitative rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 51.50  /  0.91 %
  • Total Assets 51.8 Mil
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 3.04%
  • Turnover 53%

Morningstar’s Analysis FIXRX

Will FIXRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong management team and sound investment process underpin Fidelity Managed Retirement 2025's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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