Fidelity Managed Retirement 2025 FundFHRFX
Type
Mutual fund
Peer group
Target-date
Net assets
$46.3M
Expense ratio
0.27%
1-year return
+15.8%
3 years, a year
+10.2%
5 years, a year
+4.5%
Holdings
34
What it aims to do.
Fidelity Managed Retirement 2025 Fund? seeks total return until its horizon date through a combination of current income and capital growth. Thereafter, the fund's objective will be to seek high current income and, as a
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Fidelity Income Fund | 11.07% |
| Fidelity Salem Street Trust | 10.19% |
| Fidelity Salem Street Trust | 7.16% |
| Fidelity Salem Street Trust | 6.57% |
| Fidelity Advisor Series II | 6.14% |
| Fidelity Salem Street Trust | 5.90% |
| Fidelity Investment Trust | 5.69% |
| Fidelity Salem Street Trust | 5.65% |
| Fidelity Securities Fund | 5.46% |
| Fidelity School Street Trust | 4.69% |
More on FHRFX.
- FHRFX overview
- FHRFX holdings
- FHRFX risk
- FHRFX costs
- FHRFX money in and out
- FHRFX share classes
- Compare FHRFX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.