Fidelity Managed Retirement 2030 FundFMRFX
Type
Mutual fund
Peer group
Target-date
Net assets
$41.6M
Expense ratio
0.28%
1-year return
+17.5%
3 years, a year
+11.0%
5 years, a year
+4.9%
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 FMRFX.
- FMRFX overview
- FMRFX holdings
- FMRFX risk
- FMRFX costs
- FMRFX money in and out
- FMRFX share classes
- Compare FMRFX 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.