Fidelity Managed Retirement 2030 FundFMRBX
Type
Mutual fund
Peer group
Target-date
Net assets
$41.6M
Expense ratio
0.73%
1-year return
+17.0%
3 years, a year
-28.4%
5 years, a year
-41.7%
Holdings
34
What it aims to do.
Fidelity Managed Retirement 2030 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 | 10.24% |
| Fidelity Salem Street Trust | 9.41% |
| Fidelity Salem Street Trust | 7.47% |
| Fidelity Salem Street Trust | 6.87% |
| Fidelity Securities Fund | 6.34% |
| Fidelity Investment Trust | 6.26% |
| Fidelity Salem Street Trust | 6.07% |
| Fidelity Advisor Series II | 5.67% |
| Fidelity School Street Trust | 4.58% |
| Fidelity Hastings Street Trust | 3.97% |
More on FMRBX.
- FMRBX overview
- FMRBX holdings
- FMRBX risk
- FMRBX costs
- FMRBX money in and out
- FMRBX share classes
- Compare FMRBX 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.