Fidelity Managed Retirement 2035 Fund
FMRTX
NASDAQ
| Weiss Ratings | FMRTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | FMRTX-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 | FMRTX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Managed Retirement 2035 Fund | |||
| 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 | FMRTX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.23% | |||
| Dividend | FMRTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.05% | |||
| Asset Allocation | FMRTX-NASDAQ | Click to Compare |
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| Cash | 2.86% | |||
| Stock | 51.07% | |||
| U.S. Stock | 26.56% | |||
| Non-U.S. Stock | 24.51% | |||
| Bond | 45.62% | |||
| U.S. Bond | 38.58% | |||
| Non-U.S. Bond | 7.04% | |||
| Preferred | 0.03% | |||
| Convertible | 0.01% | |||
| Other Net | 0.40% | |||
| Price History | FMRTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.13% | |||
| 30-Day Total Return | -0.17% | |||
| 60-Day Total Return | 2.86% | |||
| 90-Day Total Return | 4.99% | |||
| Year to Date Total Return | 7.70% | |||
| 1-Year Total Return | 9.78% | |||
| 2-Year Total Return | 21.54% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | FMRTX-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 | FMRTX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $12.08 | |||
| 1-Month High NAV | $12.28 | |||
| 52-Week Low NAV | $10.75 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.28 | |||
| 52-Week High Price (Date) | Jul 25, 2025 | |||
| Beta / Standard Deviation | FMRTX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | -- | |||
| Balance Sheet | FMRTX-NASDAQ | Click to Compare |
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| Total Assets | 21.63M | |||
| Operating Ratios | FMRTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.48% | |||
| Turnover Ratio | 60.00% | |||
| Performance | FMRTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.67% | |||
| Last Bear Market Total Return | -- | |||