Fidelity Managed Retirement 2025 Fund Class K (FKRFX) 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 FKRFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FKRFX
FKRFX charges 0.38% annually. There are 302 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | FKRFX vs FCQTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | FKRFX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FKRFX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | FKRFX vs PLTZX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | FKRFX vs PPLIX |
Best Risk-Adjusted Alternatives to FKRFX
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 | FKRFX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | FKRFX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | FKRFX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | FKRFX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | FKRFX vs URTRX |
Top Performing FKRFX 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 | FKRFX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | FKRFX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | FKRFX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | FKRFX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | FKRFX vs FQLSX |
Lowest Volatility Alternatives to FKRFX
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 | FKRFX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | FKRFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | FKRFX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | FKRFX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | FKRFX vs DRIQX |
Lowest Drawdown Alternatives to FKRFX
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 | FKRFX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | FKRFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FKRFX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | FKRFX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | FKRFX 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 FKRFX
Investors most often compare FKRFX with FRQAX, FCTKX, FASGX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FKRFX with Any Fund or Stock
Compare FKRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FKRFX with funds that move differently
Fidelity Managed Retirement 2025 Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FKRFX.
Explore FKRFX Diversifiers