Fidelity Managed Retirement 2025 Fund
FIXRX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 245 Summer Street Boston MA United States of America 02210
- IPO Date
- Dec 31, 2007
- CIK
- 0000751199
- Website
- fundresearch.fidelity.com
- Similar Companies
- Business
- Fidelity Managed Retirement 2025 Fund (FIXRX) is an actively managed target-date mutual fund offered by Fidelity Investments that seeks high current income and, as a secondary objective, capital appreciation until its target date around 2025, after which it transitions toward a more conservative allocation focused on income generation through approximately 2042. The fund primarily invests in a diversified mix of underlying Fidelity funds, including U.S. equity funds, international equity funds, bond funds, and short-term funds, utilizing a dynamic asset allocation strategy that adjusts equity exposure downward as the target date approaches and beyond to manage risk for investors planning retirement near 2025; it is classified in the Morningstar Target-Date 2025 category and emphasizes blend-style large-cap stocks with moderate interest-rate sensitivity and high credit quality bonds. Fidelity Investments, the fund's manager and parent firm founded in 1946 with headquarters in Boston, Massachusetts, operates this fund as part of its broader suite of retirement solutions available to individual and institutional investors primarily in the United States. The fund's portfolio features allocations across domestic and global equities, fixed income securities, and cash equivalents, with top holdings typically comprising Fidelity-managed index and active strategies in sectors like technology, financials, healthcare, and government bonds; as of recent data, it maintains a broad asset class benchmark tied to the S&P 500 Total Return Index while targeting peer groups in retirement income and mixed-asset balanced funds. Geographically, the fund's underlying investments span U.S., developed international, and emerging markets through its equity and bond components, serving target-date investors such as retirement plan participants seeking "set-it-and-forget-it" solutions. Launched on December 31, 2007, the fund continues to evolve within Fidelity's target-date offerings, with no major acquisitions, mergers, or name changes specific to FIXRX reported in the last 1-2 years; however, Fidelity Investments has pursued broader strategic enhancements in its retirement fund lineup, including updates to glide paths and strategic asset allocations for related Sustainable Target Date Funds on October 1, 2025, alongside introductions of new products like Managed Futures ETFs and custom model portfolios incorporating private markets exposure for wealth management clients. These initiatives reflect Fidelity's ongoing commitment to adapting target-date strategies amid economic shifts, such as global monetary easing and inflation moderation observed through mid-2025, without direct operational changes to FIXRX. The fund maintains standard expense ratios and turnover aligned with its category peers, supporting its role in defined contribution plans and individual retirement accounts.