Fidelity Managed Retirement 2035 Fund - Class K6
FMRJX
NASDAQ
Weiss Ratings | FMRJX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Weak | |||
Reward Grade | D+ | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | FMRJX-NASDAQ | Click to Compare |
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Provider | Fidelity Investments | |||
Manager/Tenure (Years) | Andrew J Dierdorf (2), Brett F. Sumsion (2), Cait Dourney (0), 1 other | |||
Website | http://www.institutional.fidelity.com | |||
Fund Information | FMRJX-NASDAQ | Click to Compare |
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Fund Name | Fidelity Managed Retirement 2035 Fund - Class K6 | |||
Category | Target-Date 2035 | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Dec 15, 2022 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | FMRJX-NASDAQ | Click to Compare |
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Dividend Yield | 2.38% | |||
Dividend | FMRJX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.96% | |||
Asset Allocation | FMRJX-NASDAQ | Click to Compare |
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Cash | 2.40% | |||
Stock | 50.39% | |||
U.S. Stock | 26.48% | |||
Non-U.S. Stock | 23.91% | |||
Bond | 46.80% | |||
U.S. Bond | 40.01% | |||
Non-U.S. Bond | 6.79% | |||
Preferred | 0.03% | |||
Convertible | 0.01% | |||
Other Net | 0.37% | |||
Price History | FMRJX-NASDAQ | Click to Compare |
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7-Day Total Return | 0.31% | |||
30-Day Total Return | 2.80% | |||
60-Day Total Return | 4.09% | |||
90-Day Total Return | 6.99% | |||
Year to Date Total Return | 12.65% | |||
1-Year Total Return | 10.39% | |||
2-Year Total Return | 30.15% | |||
3-Year Total Return | -- | |||
5-Year Total Return | -- | |||
Price | FMRJX-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 | FMRJX-NASDAQ | Click to Compare |
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Nav | -- | |||
1-Month Low NAV | $12.30 | |||
1-Month High NAV | $12.63 | |||
52-Week Low NAV | $10.76 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $12.63 | |||
52-Week High Price (Date) | Sep 18, 2025 | |||
Beta / Standard Deviation | FMRJX-NASDAQ | Click to Compare |
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Beta | -- | |||
Standard Deviation | -- | |||
Balance Sheet | FMRJX-NASDAQ | Click to Compare |
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Total Assets | 24.28M | |||
Operating Ratios | FMRJX-NASDAQ | Click to Compare |
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Expense Ratio | 0.28% | |||
Turnover Ratio | 60.00% | |||
Performance | FMRJX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 9.88% | |||
Last Bear Market Total Return | -- | |||