Fidelity Managed Retirement 2025 Fund (FIXRX) Research

This investment vehicle aims to deliver a comprehensive total return until its specified target date, generating both regular income and capital appreciation. The fund diversifies its holdings across various Fidelity® mutual funds, including domestic and international stock portfolios, bond funds, and money market instruments. This strategic allocation is designed to facilitate a systematic withdrawal strategy, thereby providing investors with a steady income stream during their retirement. The portfolio's assets are managed using a disciplined, neutral asset allocation methodology.

Market snapshot

Symbol
FIXRX
Price
$62.78
Day change
-1.66%
Market cap
$54.3M
52-week range
57.71-64.68
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Appleseed Fund (APPLX)
  • Biondo Focus Fund (BFONX)
  • Fidelity Managed Retirement 2030 Fund (FMRAX)
  • AMF Large Cap Equity Fund (IICAX)
  • Matrix Advisors Dividend Fund (MADFX)
  • Oberweis China Opportunities Fund (OBCHX)
  • Firsthand Technology Opportunities Fund (TEFQX)
  • T. Rowe Price Target Retirement 2005 Fund (TRARX)

Open Fidelity Managed Retirement 2025 Fund (FIXRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.