Help turn your investments into retirement income
Fidelity's Managed Retirement Funds can provide you with a single investment asset allocation strategy that aligns with your age. These funds make it easier to manage your money while generating income through the use of Fidelity's automatic withdrawal services.
Benefits of Fidelity’s Managed Retirement Funds
Designed for retirees
Age based approach geared toward investors at or around age 60 and above seeking income from an appropriately diversified portfolio.
Retirement income potential
Can provide a source of income when paired with an automatic withdrawal service.
Control of your money
Access to your money when you need it to keep up with your changing needs.
Choosing a Managed Retirement Fund
Consider the fund that most closely aligns with the year you turn, or turned, age 70.
As you get older, the asset allocation in the Managed Retirement Fund will become more conservative while you continue to gradually withdraw money from your account.
Invest with the comfort of knowing that the fund is professionally managed by a team dedicated to delivering innovative asset allocation strategies for over 25 years.
|Date of birth||Fund||
Short Term Debt
|1963–1967||Fidelity Managed Retirement 2035 FundSM (
|1958–1962||Fidelity Managed Retirement 2030 FundSM (
|1953–1957||Fidelity Managed Retirement 2025 FundSM (
|1948–1952||Fidelity Managed Retirement 2020 FundSM (
|1943–1947||Fidelity Managed Retirement 2015 FundSM (
|1938–1942||Fidelity Managed Retirement 2010 FundSM (
|Before 1938||Fidelity Managed Retirement Income FundSM (
Illustrative strategic asset allocation as of 1/1/2023. The actual portfolio allocations may differ from the target mix shown below. Percentages may not add up to 100% due to rounding.
Find the fund that most closely aligns with the year you turn age 70.
Create a steady stream of income from your Managed Retirement Funds.
Access Fidelity's checklist to help you prepare for your RMDs, starting at age 73.