Fidelity Managed Retirement Funds - Fidelity Managed Retirement 2015 Fund
FTRSX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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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
- Aug 31, 2007
- CIK
- 0000751199
- Similar Companies
- Business
- Fidelity Managed Retirement Funds, a series of target-date mutual funds offered by Fidelity Investments, provide asset allocation solutions designed for investors planning retirement around specific years, including the Fidelity Managed Retirement 2015 Fund (ticker: FTRSX), which targets high current income with secondary capital appreciation through a conservative mix emphasizing fixed-income investments. The funds invest primarily in a diversified portfolio of underlying Fidelity mutual funds, such as Fidelity Series Government Bond Index Fund, Fidelity Series Investment Grade Bond Fund, Fidelity Series Corporate Bond Fund, Fidelity Series Investment Grade Securitized Fund, and Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund; longer-horizon funds allocate more to equity funds like U.S. and non-U.S. stocks, while shorter-horizon funds like the 2015 Fund hold approximately 62% in U.S. bonds, 15% non-U.S. stocks, 13% U.S. stocks, 7% non-U.S. bonds, and the balance in cash and other assets. These actively managed funds follow a glide path that becomes increasingly conservative over time, without automatic liquidation, and are available to U.S. investors through brokerage platforms, retirement plans, and IRAs with net expense ratios around 0.46%. Fidelity Investments, founded in 1946 and headquartered at 245 Summer Street in Boston, Massachusetts, operates globally with over 78,000 associates across 11 countries, including regional offices in the U.S., Ireland, India, and Germany. The company serves individual, institutional, and retirement plan clients in segments such as investment management, brokerage services, wealth management, and employer-sponsored 401(k) plans. In recent developments, Fidelity Investments launched WealthscapeSM Intelligence and fully digital onboarding enhancements in September 2025 to streamline advisor workflows and client account openings; introduced the Fidelity Managed Futures ETF (FFUT) in June 2025 as part of its expanding $41 billion alternatives lineup; and reported record RIA merger and acquisition activity in H1 2025, tracking 132 transactions totaling $182.7 billion in assets, reflecting heightened private equity involvement and competitive consolidation in wealth management. While specific changes to the Managed Retirement Funds series were not announced in 2024-2025, the broader firm continues positive performance, with Retail Class shares delivering returns from 5.97% to higher for fiscal year ending July 31, 2025, amid ongoing retirement account balance growth to record highs in Q2 2025.