NASDAQ · Asset Management

Fidelity Managed Retirement 2030 Fund (FMRAX) Stock

$13.03 -1.88% NASDAQ: FMRAX Financial Services

The Fidelity Managed Retirement 2030 Fund aims to achieve comprehensive returns, combining capital appreciation with current income generation, right up to its designated target date. To accomplish this, the fund predominantly allocates its assets across a diverse portfolio of Fidelity-branded holdings, including U.S.

Valuation

MetricValue
Price$13.03
Market Cap$57.38M
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$13.35
52-Week Low$11.97
Dividend Yield3.76%

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%
FIXRXFidelity Managed Retirement 2025 Fund $62.78 -1.66% $54.34M 0.00%
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%
OBCHXOberweis China Opportunities $12.18 +0.91% $70.41M 0.00%

About Fidelity Managed Retirement 2030 Fund

The Fidelity Managed Retirement 2030 Fund aims to achieve comprehensive returns, combining capital appreciation with current income generation, right up to its designated target date. To accomplish this, the fund predominantly allocates its assets across a diverse portfolio of Fidelity-branded holdings, including U.S. and international equity funds, fixed-income funds, and short-term investments. This investment approach is specifically structured to support a systematic withdrawal plan, ensuring investors receive a steady stream of income during their retirement years.

Fidelity Managed Retirement 2030 Fund is headquartered in US.

Fidelity Managed Retirement 2030 Fund (FMRAX) stock trades at $13.03 with a market capitalization of $57.38M. Over the past 52 weeks the stock has ranged between $11.97 and $13.35, and currently trades 2.4% below its 52-week high. It pays a dividend yielding 3.76%.

Official website: fundresearch.fidelity.com/mutual-funds/summary/31617L533

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