Fidelity Managed Retirement 2025 Fund (FIXRX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FIXRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIXRX
FIXRX charges 0.48% annually. There are 396 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FIXRX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | FIXRX vs LTIUX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | FIXRX vs LTRIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | FIXRX vs JIEHX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | FIXRX vs PPLIX |
Best Risk-Adjusted Alternatives to FIXRX
FIXRX has a PortfoliosLab risk / return rank of 56. There are 560 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | FIXRX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | FIXRX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | FIXRX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | FIXRX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | FIXRX vs FRAMX |
Top Performing FIXRX Alternatives (YTD)
FIXRX is at 4.52% YTD. There are 625 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | FIXRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | FIXRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | FIXRX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | FIXRX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 15.07% | — | Jun 2019 | FIXRX vs FFSZX |
Lowest Volatility Alternatives to FIXRX
FIXRX has 6.61% 1-year volatility. There are 151 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.56% | — | Nov 2015 | FIXRX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | FIXRX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.29% | — | Oct 2009 | FIXRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.31% | — | Oct 2009 | FIXRX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | FIXRX vs FRIMX |
Lowest Drawdown Alternatives to FIXRX
FIXRX has a 1-year max drawdown of -5.11%. There are 149 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | FIXRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | FIXRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FIXRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | FIXRX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | FIXRX vs FRQKX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 34 | 12.06% | — | Sep 2021 | FIXRX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 66 | 10.17% | — | Jul 1993 | FIXRX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 95 | 12.96% | — | Dec 2012 | FIXRX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.50% | — | May 2011 | FIXRX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 12.03% | — | Dec 1991 | FIXRX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 31 | 2.24% | — | Aug 2005 | FIXRX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 60 | 11.24% | — | Jul 2010 | FIXRX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 66 | 43.57% | — | Apr 2000 | FIXRX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.59% | — | Oct 2007 | FIXRX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 75 | 14.24% | — | Sep 1999 | FIXRX vs FAMRX |
Often Compared With FIXRX
Investors most often compare FIXRX with FNSFX, FCTKX, FCQTX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FIXRX with Any Fund or Stock
Compare FIXRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIXRX with funds that move differently
Fidelity Managed Retirement 2025 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIXRX.
Explore FIXRX Diversifiers