NASDAQ · Asset Management

Fidelity Managed Retirement 2025 Fund (FIXRX) Stock

$62.78 -1.66% NASDAQ: FIXRX Financial Services

This investment vehicle aims to deliver a comprehensive total return until its specified target date, generating both regular income and capital appreciation. The fund diversifies its holdings across various Fidelity® mutual funds, including domestic and international stock portfolios, bond funds, and money market instruments.

Valuation

MetricValue
Price$62.78
Market Cap$54.34M
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$64.68
52-Week Low$58.75
Dividend Yield13.56%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y
Return 3Y
Return 5Y

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
APPLXAppleseed Fund $12.24 +0.00% -6.31 $36.36M 0.00%
BFONXBiondo Focus Fund $21.23 +0.52% -10.94 $46.72M 12.20%
FMRAXFidelity Managed Retirement 2030 Fund $13.03 -1.88% $57.38M 3.76%
IICAXAMF Large Cap Equity Fund $12.74 -0.08% 2.85 $54.53M 0.55%
MADFXMatrix Advisors Dividend Fund $40.33 +0.00% $66.23M 1.79%

About Fidelity Managed Retirement 2025 Fund

This investment vehicle aims to deliver a comprehensive total return until its specified target date, generating both regular income and capital appreciation. The fund diversifies its holdings across various Fidelity® mutual funds, including domestic and international stock portfolios, bond funds, and money market instruments. This strategic allocation is designed to facilitate a systematic withdrawal strategy, thereby providing investors with a steady income stream during their retirement. The portfolio's assets are managed using a disciplined, neutral asset allocation methodology.

Fidelity Managed Retirement 2025 Fund is headquartered in US.

Fidelity Managed Retirement 2025 Fund (FIXRX) stock trades at $62.78 with a market capitalization of $54.34M. Over the past 52 weeks the stock has ranged between $58.75 and $64.68, and currently trades 2.9% below its 52-week high. It pays a dividend yielding 13.56%.

Official website: fundresearch.fidelity.com/mutual-funds/summary/31617L863

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