Fidelity Managed Retirement Funds - Fidelity Managed Retirement 2025 Fund
FCRFX
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- Fidelity Managed Retirement Funds - Fidelity Managed Retirement 2025 Fund (FCRFX) is an actively managed target-date mutual fund offered by Fidelity Investments that seeks high total return until approximately 2025 through a professional asset allocation strategy involving current income and capital growth; it gradually shifts to a more conservative mix focused on income thereafter. The fund normally invests in a diversified portfolio of underlying Fidelity mutual funds, including Fidelity U.S. equity funds such as Fidelity Series Large Cap Stock Fund, fixed-income funds emphasizing U.S. investment-grade bonds, non-U.S. equity and bond funds, short-term funds, and limited cash equivalents; asset allocation becomes more conservative over time with greater emphasis on fixed-income and short-term investments as the target date approaches, without automatic liquidation and with an expected eventual merger into the Fidelity Managed Retirement Income Fund. It targets retirement savers around age 60 expecting to retire near 2025, with allocations currently comprising approximately 49% U.S. bonds, 21% U.S. stocks, 20% non-U.S. stocks, 7% non-U.S. bonds, and 3% cash. Fidelity Investments, founded in 1946 and headquartered in Boston, Massachusetts, manages the fund as part of its extensive retirement services platform; the firm operates globally with over 78,000 associates across 11 countries and provides brokerage, mutual funds, 401(k) plans, wealth management, and related services to more than 40 million investors. The Fidelity Managed Retirement 2025 Fund (ticker FIXRX for the primary share class; FCRFX for the advisor class) was incepted on December 31, 2007, with net assets around $57 million, a net expense ratio of 0.47%, daily pricing, and availability primarily in the United States. In recent developments, Fidelity Investments expanded its retirement offerings with the launch of Fidelity Crypto for IRAs in 2025, enabling tax-advantaged cryptocurrency investments, and introduced new fixed-income and managed futures ETFs such as Fidelity Municipal Bond Opportunities ETF and Fidelity Systematic Municipal Bond Index ETF to broaden its exchange-traded lineup to 79 funds with $125.9 billion in assets under management. The firm also advanced auto portability for 401(k) rollovers through the Portability Services Network, preserving $24 million in savings across over 9,200 plans since 2022, alongside heightened RIA M&A activity tracking 132 transactions totaling $182.7 billion in the first half of 2025. These enhancements support Fidelity's strategic focus on retirement innovation, diversification, and client retention amid competitive market dynamics.