Fidelity Managed Retirement 2015 FundFKRSX
Type
Mutual fund
Peer group
Target-date
Net assets
$5.7M
Expense ratio
0.36%
1-year return
+11.8%
3 years, a year
+8.1%
5 years, a year
+3.4%
Holdings
34
What it aims to do.
Fidelity Managed Retirement 2015 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 | 16.41% |
| Fidelity Income Fund | 12.86% |
| Fidelity Salem Street Trust | 11.83% |
| Fidelity Salem Street Trust | 7.65% |
| Fidelity Advisor Series II | 7.13% |
| Fidelity School Street Trust | 4.84% |
| Fidelity Investment Trust | 4.25% |
| Fidelity Salem Street Trust | 3.71% |
| Fidelity Securities Fund | 3.36% |
| Fidelity Salem Street Trust | 2.74% |
More on FKRSX.
- FKRSX overview
- FKRSX holdings
- FKRSX risk
- FKRSX costs
- FKRSX money in and out
- FKRSX share classes
- Compare FKRSX 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.