Fidelity Managed Retirement 2030 Fund Class K6 (FMRFX) Alternatives
Fidelity Managed Retirement 2030 Fund Class K6 (FMRFX) 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 FMRFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FMRFX
FMRFX charges 0.28% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among FMRFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | FMRFX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | FMRFX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | FMRFX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | FMRFX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | FMRFX vs FCQTX |
Best Risk-Adjusted Alternatives to FMRFX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | FMRFX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | FMRFX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | FMRFX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | FMRFX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | FMRFX vs FRHMX |
Top Performing FMRFX Alternatives (YTD)
FMRFX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | FMRFX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | FMRFX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | FMRFX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | FMRFX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | FMRFX vs FYTKX |
Lowest Volatility Alternatives to FMRFX
FMRFX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | FMRFX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | FMRFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | FMRFX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | FMRFX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | FMRFX vs FRAMX |
Lowest Drawdown Alternatives to FMRFX
FMRFX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | FMRFX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | FMRFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | FMRFX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | FMRFX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | FMRFX vs FRHMX |
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Often Compared With FMRFX
What investors most often compare with FMRFX, based on PortfoliosLab usage data.
Compare FMRFX with Any Fund or Stock
Compare FMRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.