Benefits of Fidelity’s Managed Retirement Funds
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
|1958–1962||Fidelity Managed Retirement 2030 FundSM (FMRAX)||
|1953–1957||Fidelity Managed Retirement 2025 FundSM (FIXRX)||
|1948–1952||Fidelity Managed Retirement 2020 FundSM (FIRVX)||
|1943–1947||Fidelity Managed Retirement 2015 FundSM (FIRSX)||
|1938–1942||Fidelity Managed Retirement 2010 FundSM (FIRQX)||
|Before 1938||Fidelity Managed Retirement Income FundSM (FIRMX)||
The target asset allocations above represent a revised asset allocation strategy, with the transition expected to be completed by Q3 2022. Illustrative strategic asset allocation as of 8/1/2021. The actual portfolio allocations may differ from the target mix shown below. Percentages may not add up to 100% due to rounding.