Fidelity Managed Retirement 2030 Fund (FMRAX) Research

The Fidelity Managed Retirement 2030 Fund aims to achieve comprehensive returns, combining capital appreciation with current income generation, right up to its designated target date. To accomplish this, the fund predominantly allocates its assets across a diverse portfolio of Fidelity-branded holdings, including U.S. and international equity funds, fixed-income funds, and short-term investments. This investment approach is specifically structured to support a systematic withdrawal plan, ensuring investors receive a steady stream of income during their retirement years.

Market snapshot

Symbol
FMRAX
Price
$13.03
Day change
-1.88%
Market cap
$57.4M
52-week range
11.74-13.35
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Appleseed Fund (APPLX)
  • Fidelity Managed Retirement 2025 Fund (FIXRX)
  • AMF Large Cap Equity Fund (IICAX)
  • Matrix Advisors Dividend Fund (MADFX)
  • Oberweis China Opportunities Fund (OBCHX)
  • ProFunds NASDAQ-100 Fund (OTPSX)
  • T. Rowe Price Target Retirement 2005 Fund (TRARX)
  • T.Rowe Price Emerging Europe Fund (TREMX)

Recent insider activity

  • Tyle Craig Steven — trade (0 shares) on 2005-10-17
  • Tyle Craig Steven — trade (0 shares) on 2005-10-17
  • Tyle Craig Steven — trade (0 shares) on 2005-10-17
  • Tyle Craig Steven — trade (0 shares) on 2005-10-17

Open Fidelity Managed Retirement 2030 Fund (FMRAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.