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.
- NAV / 1-Day Return 51.50 / 0.91 %
- Total Assets 51.8 Mil
Adj. Expense Ratio
- 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.