The investment seeks total return until its horizon date through a combination of current income and capital growth. Fidelity Managed is traded on NASDAQ Exchange in the United States. Downside deviation of 0.36% indicates contained downside behavior. With a beta of 0.28, Fidelity Managed shows lower sensitivity to broader market movements; It falls under the Target-Date 2000-2010 category.
Market participants are valuing Fidelity Managed at $57.91 as of May 7, 2026, marking 0.75% up for the day. Quantitative distress indicators imply that Fidelity Managed faces a moderate probability of significant NAV decline with odds near 19%. Fidelity Managed has produced modest risk-adjusted performance over the past 90 trading days. The performance scores reflect data spanning February 6, 2026 through May 7, 2026. Learn more.
Fidelity Managed Retirement [FRQHX] is traded in USA. The fund is listed under the Target-Date 2000-2010 category and is part of the Fidelity Investments family. This fund currently has accumulated $8.57 million in assets under management (AUM) with no minimum investment requirements. Fidelity Managed is currently producing a year-to-date (YTD) return of 2.77%, while the total return for the last 3 years is 7.46%. Fidelity Managed is an operator in the target-date 2000-2010 segment where revenue is driven by core operating activity and end-market demand. Fidelity Managed financial stability analysis
Instrument Allocation
Mutual Fund Notable Updates
Legal Name
Fidelity Managed Retirement 2010 Fund Class K6
Fund Concentration
Target-Date 2000-2010, Fidelity Investments, Large Blend, Target-Date 2000-2010, (View all Sectors)
For Fidelity Managed, daily indicators reveal whether a price move in the fund's holdings is gaining conviction or fading. Balance of power metrics reveal the intraday tug-of-war between accumulation and distribution across the fund's holdings.
For Fidelity Managed with inception on 2019-08-01, forecast models complement prospectus analysis by showing where NAV patterns support the thesis. With a one-year return of 10.2%, these models describe observed NAV patterns. Current fund positioning must match historical conditions.
Holdings composition and factor tilts shape how Fidelity Managed behaves across cycles. The current allocation is approximately 24.0% equities, 57.0% bonds and 18.0% cash. It is classified under Target-Date 2000-2010 within the Fidelity Investments family. Price movements may be comparatively less responsive to macroeconomic volatility.
Methodology
Unless otherwise specified, data for Fidelity Managed Retirement is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Fidelity Managed Retirement market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: The data underlying this report is sourced from public fund disclosures, holdings reports, and market data feeds, including filings and releases published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Some updates may be delayed based on publication cadence. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Fidelity Managed Retirement may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Editorial review and methodology oversight provided by: Raphi Shpitalnik, Junior Member of Macroaxis Editorial Board