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 398 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 2060 Fund | 0.01% | — | Feb 2013 | FIXRX vs PLTZX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | FIXRX vs PLWIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | FIXRX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FIXRX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | FIXRX vs FCQTX |
Best Risk-Adjusted Alternatives to FIXRX
Among 650 mutual funds in the Target Retirement Date category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | FIXRX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | FIXRX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | FIXRX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | FIXRX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | FIXRX vs URTRX |
Top Performing FIXRX Alternatives (YTD)
Among 650 mutual funds in the Target Retirement Date category with YTD return data, the top-performing alternatives shown here go as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | FIXRX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | FIXRX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | FIXRX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | FIXRX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | FIXRX vs FDFPX |
Lowest Volatility Alternatives to FIXRX
Among 650 mutual funds in the Target Retirement Date category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | FIXRX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | FIXRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | FIXRX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | FIXRX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | FIXRX vs DRIQX |
Lowest Drawdown Alternatives to FIXRX
Among 650 mutual funds in the Target Retirement Date category with 1-year drawdown data, the lowest-drawdown alternatives shown here go 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | FIXRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FIXRX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | FIXRX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | FIXRX vs PRMYX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.
Often Compared With FIXRX
Investors most often compare FIXRX with FASGX, FCTKX, FNSFX. These 20 comparison targets span 6 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