Fidelity Managed Retirement 2025 Fund - Class K
FKRFX
NASDAQ
| Weiss Ratings | FKRFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | FKRFX-NASDAQ | Click to Compare |
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| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Andrew J Dierdorf (16), Brett F. Sumsion (11), Cait Dourney (0), 1 other | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FKRFX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Managed Retirement 2025 Fund - Class K | |||
| Category | Target-Date 2025 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Aug 01, 2019 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FKRFX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.62% | |||
| Dividend | FKRFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.16% | |||
| Asset Allocation | FKRFX-NASDAQ | Click to Compare |
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| Cash | 3.17% | |||
| Stock | 40.51% | |||
| U.S. Stock | 19.99% | |||
| Non-U.S. Stock | 20.52% | |||
| Bond | 55.91% | |||
| U.S. Bond | 49.66% | |||
| Non-U.S. Bond | 6.25% | |||
| Preferred | 0.03% | |||
| Convertible | 0.01% | |||
| Other Net | 0.37% | |||
| Price History | FKRFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.78% | |||
| 30-Day Total Return | 2.84% | |||
| 60-Day Total Return | 4.82% | |||
| 90-Day Total Return | 5.10% | |||
| Year to Date Total Return | 6.84% | |||
| 1-Year Total Return | 9.52% | |||
| 2-Year Total Return | 19.61% | |||
| 3-Year Total Return | 26.28% | |||
| 5-Year Total Return | 34.54% | |||
| Price | FKRFX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FKRFX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $57.19 | |||
| 1-Month High NAV | $58.67 | |||
| 52-Week Low NAV | $53.22 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $58.67 | |||
| 52-Week High Price (Date) | Jun 26, 2025 | |||
| Beta / Standard Deviation | FKRFX-NASDAQ | Click to Compare |
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| Beta | 1.27 | |||
| Standard Deviation | 10.52 | |||
| Balance Sheet | FKRFX-NASDAQ | Click to Compare |
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| Total Assets | 56.79M | |||
| Operating Ratios | FKRFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.37% | |||
| Turnover Ratio | 36.00% | |||
| Performance | FKRFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.92% | |||
| Last Bear Market Total Return | -9.94% | |||