Fidelity Managed Retirement Fund Quote
| FRQHX Fund | USD 53.96 0.09 0.17% |
PerformanceOK
| Odds Of DistressLow
|
Fidelity Managed is trading at 53.96 as of the 25th of March 2025; that is 0.17% down since the beginning of the trading day. The fund's open price was 54.05. Fidelity Managed has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The fund invests in a combination of Fidelity U.S. equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a neutral asset allocation strategy.. More on Fidelity Managed Retirement
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Target-Date 2000-2010 Funds, Target-Date 2000-2010, Fidelity Investments, Large Blend, Target-Date 2000-2010 (View all Sectors) |
| Update Date | 31st of March 2025 |
Fidelity Managed Retirement [FRQHX] is traded in USA and was established 25th of March 2025. Fidelity Managed is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Target-Date 2000-2010 category and is part of Fidelity Investments family. This fund currently has accumulated 8.57 M in assets under management (AUM) with no minimum investment requirementsFidelity Managed Ret is currently producing year-to-date (YTD) return of 2.43% with the current yeild of 0.03%, while the total return for the last 3 years was 2.37%.
Check Fidelity Managed Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Managed Retirement Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Managed Retirement Mutual Fund Constituents
| FCSSX | Fidelity Series Commodity | Mutual Fund | Commodities Broad Basket | |
| FEMSX | Fidelity Series Emerging | Mutual Fund | Diversified Emerging Mkts | |
| FHMFX | Fidelity Series Porate | Mutual Fund | Corporate Bond | |
| FHNFX | Fidelity Series Government | Mutual Fund | Intermediate Government | |
| FHPFX | Fidelity Series Investment | Mutual Fund | Intermediate Government | |
| FHQFX | Fidelity Series Treasury | Mutual Fund | Ultrashort Bond | |
| FIGSX | Fidelity Series International | Mutual Fund | Foreign Large Growth | |
| FINVX | Fidelity Series International | Mutual Fund | Foreign Large Value |
Fidelity Managed Ret Risk Profiles
| Mean Deviation | 0.2032 | |||
| Semi Deviation | 0.243 | |||
| Standard Deviation | 0.2833 | |||
| Variance | 0.0803 |
Fidelity Managed Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Managed financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Managed security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
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| Global Correlations Find global opportunities by holding instruments from different markets |