FRQHX

Active

Fidelity Managed Retirement 2010 Fund

Category: Other (5,046 funds)

Expense Ratio

0.35%

Annual Cost per $10K

$35.00

30-Year Fee Drag per $10K

$7,126

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+9.26%

Asset Allocation

US Equity

10%

Intl Equity

12%

US Bond

68%

Intl Bond

Cash

Fee Comparison

FRQHX

0.35%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

65% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+28.42%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

FRQHX at 0.35%$344,981

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$35,631

Cost vs index fund−$32,443

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

Ticker	Name	ER	1yr	3yr	5yr
FRQHX	Fidelity Managed Retirement 2010 Fund	0.35%	+9.26%	+8.70%	+3.84%
FIWGX	Strategic Advisers Fidelity Core Income Fund	0.16%	+3.62%	+3.67%	+0.28%
PIINX	PIMCO Income Fund	1.08%	+6.98%	+8.60%	+4.02%
FAPIX	Fidelity Freedom Index Retirement Fund	0.05%	+6.02%	+8.13%	+3.01%
MWTNX	TCW METWEST TOTAL RETURN BOND FUND	0.57%	+2.45%	+4.81%	-0.83%
BBCPX	Bridge Builder Core Plus Bond Fund	0.16%	+3.91%	+6.14%	+0.79%
HIGFX	American High Income Trust	0.32%	+7.58%	+11.27%	+7.08%
FATUX	Fidelity Freedom Index 2010 Fund	0.04%	+6.55%	—	—
JDYRX	PGIM High Yield Fund	0.74%	+8.73%	+8.45%	+4.68%
PTRAX	PIMCO Total Return Fund	0.76%	+4.09%	+5.81%	-0.06%
ABNDX	Bond Fund of America	1.04%	+2.69%	+4.64%	-0.29%
GIBRX	Guggenheim Total Return Bond Fund	0.49%	+4.53%	+6.42%	+0.62%
FFFAX	Fidelity Freedom Retirement Fund	0.24%	+6.27%	+8.28%	+3.27%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	0.14%	+3.36%	+4.42%	-0.63%
VFSTX	VANGUARD SHORT-TERM INVESTMENT-GRADE FUND	0.07%	+6.38%	+6.33%	+2.19%
BAGSX	Baird Aggregate Bond Fund	0.55%	+2.91%	+5.31%	-0.36%
BCOSX	Baird Core Plus Bond Fund	0.55%	+3.20%	+5.80%	+0.13%
FFBCX	Fidelity Freedom Blend Retirement Fund	0.31%	+6.26%	+8.31%	—
VWEAX	VANGUARD HIGH-YIELD CORPORATE FUND	0.22%	+8.45%	+9.43%	+4.79%
FPCIX	Strategic Advisers Core Income Fund	0.33%	+3.89%	+3.62%	-0.16%
VFICX	VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND	0.20%	+8.23%	+8.13%	+1.09%
WAPSX	Western Asset Core Plus Bond Fund	0.42%	+2.60%	+5.35%	-1.43%
LDLVX	Lord Abbett Short Duration Income Fund	0.32%	+5.74%	+4.94%	+2.70%
FBKWX	Fidelity Total Bond Fund	0.75%	+3.99%	+4.27%	+0.57%
ANBAX	American Funds Strategic Bond Fund	0.31%	+2.58%	+3.34%	-1.05%
LBNOX	LORD ABBETT BOND DEBENTURE FUND INC	0.62%	+6.31%	+8.05%	+3.44%
FCSKX	Franklin Convertible Securities Fund	0.51%	+16.81%	+13.70%	+8.68%
VTINX	VANGUARD TARGET RETIREMENT INCOME FUND	0.08%	+7.89%	+10.30%	+4.55%
JHYUX	JPMorgan High Yield Fund	0.50%	+8.26%	+8.74%	+5.45%
FIQVX	Fidelity Convertible Securities Fund	0.60%	+19.13%	+11.26%	+9.04%
FFFCX	Fidelity Freedom 2010 Fund	0.46%	+6.99%	+9.79%	+4.43%
SPSB	SPDR Portfolio Short Term Corporate Bond ETF	0.04%	+4.84%	+5.64%	+2.46%
CMBKX	American Funds Multi-Sector Income Fund	0.70%	+5.60%	+9.36%	+3.54%
GGKPX	Goldman Sachs Income Builder Fund	0.48%	+10.00%	+11.07%	+8.02%
VRP	Invesco Variable Rate Preferred ETF	0.50%	+7.56%	+8.62%	+5.19%
FATVX	Fidelity Freedom Index 2015 Fund	0.04%	+7.66%	—	—
USHY	iShares Broad USD High Yield Corporate Bond ETF	0.15%	+8.26%	+10.15%	+5.43%
PHYAX	PIMCO High Yield Fund	0.85%	+6.34%	+9.90%	+4.41%
JMTNX	Janus Henderson Multi-Sector Income Fund	0.88%	+7.00%	+8.94%	+3.87%
MNCWX	Pro-Blend Conservative Term Series	0.10%	+7.46%	+8.30%	+4.55%
IUSB	iShares Core Universal USD Bond ETF	0.06%	+6.50%	+6.20%	+0.26%
ASADX	Short Duration Strategic Income Fund	0.32%	+4.79%	+5.51%	+2.64%
OWCIX	Old Westbury Credit Income Fund	0.91%	+7.27%	+6.38%	+0.94%
VCOBX	VANGUARD CORE BOND FUND	0.10%	+3.56%	+5.47%	-0.03%
FSMTX	Fidelity SAI Total Bond Fund	0.29%	+4.17%	+4.37%	+0.79%
BBTBX	Bridge Builder Core Bond Fund	0.12%	+3.31%	+5.62%	+0.16%
VAADX	Virtus Convertible Fund	0.62%	+24.25%	+14.76%	—
BSBSX	Baird Short-Term Bond Fund	0.55%	+4.40%	+5.19%	+2.02%
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	0.04%	+4.26%	+4.89%	+0.19%
JSDUX	JPMorgan Short Duration Bond Fund	0.28%	+5.14%	+4.80%	+2.32%
EIBRX	Eaton Vance Income Fund of Boston	0.66%	+7.89%	+9.49%	+5.83%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	0.49%	+8.21%	+8.86%	+4.39%
LGBNX	Loomis Sayles Investment Grade Bond Fund	0.44%	+3.00%	+6.18%	+1.61%
FSHNX	Fidelity Series High Income Fund	0.12%	+10.39%	+10.28%	+5.99%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	0.04%	+5.91%	+6.01%	+0.90%
ACSKX	Short Duration Fund	0.31%	+3.56%	+3.82%	+1.29%
SPIB	SPDR Portfolio Intermediate Term Corporate Bond ETF	0.04%	+5.13%	+6.95%	+1.60%
BBBMX	BBH Limited Duration Fund	0.35%	+5.63%	+6.69%	+4.01%
STYAX	Allspring Core Plus Bond Fund	0.67%	+3.30%	+3.50%	+2.07%
CCBFX	Capital Group Central Corporate Bond Fund	—	+3.73%	+4.53%	—
NTBAX	Navigator Tactical Fixed Income Fund	1.32%	+2.62%	+6.98%	+3.78%
TSRSX	Thornburg Strategic Income Fund	0.53%	+4.97%	+7.04%	+3.60%
PGCAX	PIMCO Investment Grade Credit Bond Fund	1.34%	+4.21%	+7.18%	+0.42%
BUBSX	Baird Ultra Short Bond Fund	0.40%	+4.62%	+5.15%	+2.99%
APDFX	Artisan High Income Fund	0.80%	+8.03%	+11.12%	+6.84%
NCIDX	Columbia Convertible Securities Fund	0.79%	—	—	—
GIOSX	Guggenheim Macro Opportunities Fund	0.93%	+6.54%	+8.75%	+4.45%
JNK	SPDR(R) Bloomberg High Yield Bond ETF	0.40%	+7.07%	+10.66%	+4.72%
FFRAX	Fidelity Advisor Floating Rate High Income Fund	0.73%	-5.49%	-16.23%	-20.26%
FTKFX	Fidelity Total Bond K6 Fund	0.30%	+3.85%	+4.06%	+0.54%
FIHAX	Federated Hermes Institutional High Yield Bond Fund	0.75%	+7.20%	—	—
NRSIX	Neuberger Berman Strategic Income Fund	0.51%	+9.22%	+9.46%	+4.29%
HYSAX	PGIM Short Duration High Yield Income Fund	1.00%	+7.50%	+8.02%	+5.38%
FCNQX	Fidelity Conservative Income Bond Fund	0.45%	-4.56%	—	—
MHYSX	NYLI MacKay High Yield Corporate Bond Fund	0.56%	+6.61%	+8.80%	+5.29%
TRKZX	T. Rowe Price High Yield Fund, Inc.	0.60%	+8.32%	+9.55%	+5.47%
MRBBX	MFS Total Return Bond Fund	0.60%	+5.35%	+5.64%	-0.40%
ACPSX	Invesco Core Plus Bond Fund	0.79%	+3.33%	+3.97%	-0.10%
NERNX	Loomis Sayles Core Plus Bond Fund	0.39%	+3.39%	+5.54%	+0.17%
VUBFX	VANGUARD ULTRA-SHORT-TERM BOND FUND	0.20%	+5.03%	+5.34%	+2.94%
RBBAX	Columbia Income Builder Fund	0.97%	+9.43%	+9.04%	+4.46%
FZOLX	Fidelity SAI Low Duration Bond Fund	0.20%	+5.04%	+5.18%	—
LFROX	Lord Abbett Floating Rate Fund	0.54%	+6.93%	+8.70%	+6.88%
SPHY	SPDR Portfolio High Yield Bond ETF	0.05%	+7.38%	+11.06%	+5.83%
FIRMX	Fidelity Managed Retirement Income Fund	0.45%	+9.01%	+8.23%	+3.22%
BIMSX	Baird Intermediate Bond Fund	0.55%	+4.00%	+5.32%	+0.75%
TBBWX	Nuveen Core Bond Fund	0.29%	+3.39%	+5.98%	+0.51%
JAFLX	Janus Henderson Flexible Bond Portfolio$1M min	0.82%	+2.98%	+4.98%	-0.05%
MCOAX	NYLI MacKay Convertible Fund	0.94%	+14.39%	+9.56%	+8.73%
AFRFX	Invesco Floating Rate ESG Fund	0.72%	+6.67%	+7.92%	+6.47%
FSMUX	Strategic Advisers Municipal Bond Fund	0.19%	-0.43%	+2.92%	—
MHIKX	MFS High Income Fund	0.52%	+7.98%	+9.68%	+4.68%
FSHGX	Fidelity SAI High Income Fund	0.71%	+9.82%	+10.06%	—
PFIIX	PIMCO Low Duration Income Fund$1M min	0.81%	+7.67%	+8.45%	+4.67%
TAIBX	PGIM Core Bond Fund	0.96%	+6.47%	+6.40%	+0.02%
LUBOX	Lord Abbett Ultra Short Bond Fund	0.24%	+5.33%	+5.48%	+3.17%
TLSRX	Nuveen Lifestyle Income Fund	0.69%	+5.61%	+6.53%	+3.03%
DDCFX	DoubleLine Core Fixed Income Fund	0.50%	+3.60%	+5.71%	+0.65%
FDBLX	Federated Hermes Corporate Bond Fund	0.59%	+4.10%	+4.66%	+0.61%
PTOAX	PIMCO StocksPLUS Absolute Return Fund	1.35%	+18.06%	+25.48%	+15.47%
CCVCX	Calamos Convertible Fund	0.88%	+23.13%	+12.96%	+7.00%

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