Managed Retirement Funds

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Age based approach geared toward investors at or around age 60 and above seeking income from an appropriately diversified portfolio.

Can provide a source of income when paired with an automatic withdrawal service.

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	US Equity Non-US Equity Bonds Short Term Debt
1963–1967	Fidelity Managed Retirement 2035 Fund^SM ()	29% 20% 48% 3%
1958–1962	Fidelity Managed Retirement 2030 Fund^SM ()	27% 18% 52% 3%
1953–1957	Fidelity Managed Retirement 2025 Fund^SM ()	24% 16% 57% 4%
1948–1952	Fidelity Managed Retirement 2020 Fund^SM ()	20% 13% 61% 6%
1943–1947	Fidelity Managed Retirement 2015 Fund^SM ()	16% 11% 66% 8%
1938–1942	Fidelity Managed Retirement 2010 Fund^SM ()	12% 8% 70% 10%
Before 1938	Fidelity Managed Retirement Income Fund^SM ()	11% 8% 71% 10%

Illustrative strategic asset allocation as of 10/1/2024. The actual portfolio allocations may differ from the target mix shown above. Percentages may not add up to 100% due to rounding.