Fidelity Managed Retirement 2020 FundFIIVX
Type
Mutual fund
Peer group
Target-date
Net assets
$8.8M
Expense ratio
0.47%
1-year return
+13.6%
3 years, a year
+9.0%
5 years, a year
+3.8%
Holdings
34
What it aims to do.
Fidelity Managed Retirement 2020 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 Salem Street Trust | 12.32% |
| Fidelity Income Fund | 11.93% |
| Fidelity Salem Street Trust | 10.98% |
| Fidelity Salem Street Trust | 7.09% |
| Fidelity Advisor Series II | 6.63% |
| Fidelity Investment Trust | 5.01% |
| Fidelity School Street Trust | 4.80% |
| Fidelity Salem Street Trust | 4.79% |
| Fidelity Securities Fund | 4.45% |
| Fidelity Salem Street Trust | 3.41% |
More on FIIVX.
- FIIVX overview
- FIIVX holdings
- FIIVX risk
- FIIVX costs
- FIIVX money in and out
- FIIVX share classes
- Compare FIIVX 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.