Fidelity Simplicity Rmd 2025 Fund
FMRHX
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- Fidelity Income Fund - Fidelity Simplicity RMD 2025 Fund (FMRHX) is an actively managed target-date mutual fund that seeks total return until its 2025 horizon date through a combination of current income and capital growth. The fund invests in a diversified portfolio of underlying Fidelity mutual funds, including U.S. equity funds, international equity funds, bond funds, and short-term funds; its asset allocation gradually shifts to become more conservative over time, with greater emphasis on equities for longer horizons and fixed-income/short-term investments as the target date approaches, ultimately positioning for required minimum distribution (RMD) withdrawals. It operates within the retirement solutions industry, targeting investors approaching age 70 in or near 2025, and is available to U.S. investors through Fidelity platforms, with net assets of approximately $10.16 million and an inception date of August 16, 2019. Headquartered at 245 Summer Street in Boston, Massachusetts, the fund is part of Fidelity's broader Simplicity RMD Funds suite under the Fidelity Income Fund umbrella, managed by Fidelity Management & Research Company LLC. The fund complements Fidelity's automated RMD withdrawal service but does not automatically liquidate at horizon, potentially merging into the Simplicity RMD Income Fund thereafter. In the fiscal year ending July 31, 2024, the fund delivered a positive return within the suite's range of 7.32% to 12.31%, outperforming its composite index, driven by strong contributions from underlying holdings such as Fidelity Series Opportunistic Insights Fund, Fidelity Series International Growth Fund, and Fidelity Series Investment Grade Bond Fund. Fidelity continues to refine its fund lineup through ongoing mergers of select equity and sector funds approved in 2024 and 2025, though no specific changes, acquisitions, partnerships, or new product launches directly impact FMRHX in the last 1-2 years.