Fidelity Managed Retirement Funds - Fidelity Managed Retirement 2015 Fund (FCRSX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Fidelity Managed Retirement Funds - Fidelity Managed Retirement 2015 Fund (FCRSX) trades at $53.03. Fidelity Managed Retirement 2015 Fund is a target date fund offered by Fidelity Investments. Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for FCRSX: FCRSX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates FCRSX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on FCRSX.
How is this calculated? →Fidelity Managed Retirement Funds - Fidelity Managed Retirement 2015 Fund (FCRSX) Financial Services Profile
Fidelity Managed Retirement 2015 Fund is a target-date fund within the asset management sector, offering a diversified, age-based investment strategy. Designed for those retiring around 2015, it adjusts asset allocation to become more conservative over time, managed by Fidelity Investments.
What Is the Investment Thesis for FCRSX?
Fidelity Managed Retirement 2015 Fund's value proposition lies in its diversified, actively managed approach to target-date investing. The fund's glide path strategy is designed to reduce risk as investors approach retirement, making it suitable for those seeking a hands-off investment solution. Growth catalysts include the increasing demand for target-date funds as a retirement savings vehicle and Fidelity's strong brand reputation. The fund's performance is influenced by the overall market conditions and the asset allocation decisions made by Fidelity's management team. The fund's expense ratio is a key factor affecting its returns, and investors may want to evaluate this when evaluating its performance. The fund's ability to adapt to changing market conditions and maintain a consistent investment strategy is crucial for its long-term success.
Based on FMP financials and quantitative analysis
FCRSX Key Highlights
Target-date fund designed for investors retiring around 2015.
- Managed by Fidelity Investments, a leading asset management firm.
- Diversified portfolio of stocks, bonds, and short-term investments.
- Glide path strategy adjusts asset allocation to become more conservative over time.
- Actively managed by Fidelity's asset allocation team.
Who Are FCRSX's Competitors?
FCRSX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| TRRDX T. Rowe Price Retirement 2040 Fund | $38.52 | -0.39% | $27.1B | 47 |
| ABALX American Funds American Balanced Fund Class A | $41.00 | +0.37% | $292B | 72 |
| BX Blackstone Inc. | $141.41 | -2.54% | $171B | 81 |
| AMFCX American Funds American Mutual Fund | $63.80 | -0.72% | $77.4B | 71 |
| RNNEX American Funds The New Economy Fund Class R-2E | $80.46 | -0.29% | $52.9B | 91 |
| AMP Ameriprise Financial, Inc. | $554.06 | -1.02% | $49.8B | 70 |
| IDDTF AB Industrivärden (publ) | $54.65 | -0.36% | $23.6B | 70 |
| TPG TPG Inc. | $51.57 | -3.03% | $19.8B | 67 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FCRSX's Key Strengths?
Strong brand reputation of Fidelity Investments.
- Large asset base and economies of scale.
- Experienced investment management team.
- Established distribution network.
What Are FCRSX's Weaknesses?
Expense ratio may be higher than some competitors.
- Performance is subject to market volatility.
- Actively managed approach may not always outperform passive strategies.
What Could Drive FCRSX Stock Higher?
Continued growth in assets under management (AUM) due to increased adoption of target-date funds.
- Favorable market conditions and strong performance of underlying investments.
- Potential for increased distribution through new partnerships and channels.
- Product innovation and introduction of new investment strategies.
What Are the Key Risks for FCRSX?
Market volatility and economic downturns impacting fund performance.
- Increased competition from other asset managers.
- Regulatory changes impacting the asset management industry.
- Expense ratio may be higher than some competitors, affecting returns.
What Are the Growth Opportunities for FCRSX?
- Increased adoption of target-date funds: The growing awareness of the importance of retirement savings and the convenience of target-date funds are driving increased adoption. As more individuals seek simplified retirement solutions, the demand for target-date funds is expected to continue to grow. This trend presents a significant growth opportunity for Fidelity Managed Retirement 2015 Fund, as it can attract new investors seeking a diversified, hands-off investment solution. The market size for target-date funds is estimated to be in the trillions of dollars, providing ample room for growth.
- Expansion of Fidelity's retirement platform: Fidelity Investments' continued investment in its retirement platform and technology can enhance the appeal of its target-date funds. By providing a seamless and user-friendly experience, Fidelity can attract and retain more investors. This includes offering personalized advice, educational resources, and mobile access to account information. The expansion of Fidelity's platform can also lead to increased distribution of its target-date funds through various channels, such as employer-sponsored retirement plans and individual retirement accounts.
- Strong brand reputation: Fidelity Investments' strong brand reputation and track record of investment management can attract investors to its target-date funds. Investors often prefer to invest with well-established and reputable firms, as they perceive them to be more reliable and trustworthy. Fidelity's brand recognition can give it a competitive advantage over smaller or less-known asset managers. The company's commitment to providing high-quality investment products and services can further enhance its brand reputation and attract new investors.
- Product innovation: Fidelity can continue to innovate its target-date fund offerings to meet the evolving needs of investors. This includes developing new investment strategies, incorporating environmental, social, and governance (ESG) factors, and offering customized solutions for specific investor profiles. By staying ahead of the curve and providing innovative products, Fidelity can differentiate itself from its competitors and attract new investors. Product innovation can also lead to increased investor satisfaction and retention.
- Strategic partnerships: Fidelity can form strategic partnerships with other financial institutions, employers, and organizations to expand the distribution of its target-date funds. This includes partnering with retirement plan providers to offer Fidelity's target-date funds as a default investment option for employees. Strategic partnerships can provide access to new markets and customer segments, accelerating the growth of Fidelity's target-date fund business. These partnerships can also enhance Fidelity's brand awareness and credibility.
What Are FCRSX's Competitive Advantages?
- Strong brand reputation of Fidelity Investments.
- Large asset base and economies of scale.
- Experienced investment management team.
- Established distribution network through various channels.
What Does FCRSX Do?
Fidelity Managed Retirement 2015 Fund (FCRSX) is a component of Fidelity Investments' suite of target-date retirement funds. These funds are designed to simplify retirement planning by offering a diversified portfolio that automatically adjusts its asset allocation over time. The fund's strategy is tailored for individuals planning to retire around the year 2015. The fund was created to provide a hands-off investment solution, where the asset allocation shifts from a more aggressive, growth-oriented approach in earlier years to a more conservative, income-focused approach as the target retirement date nears. This glide path strategy aims to reduce risk as investors approach retirement, preserving capital while still generating income. The fund invests in a mix of stocks, bonds, and short-term investments, both domestic and international, through other Fidelity mutual funds. The specific allocation is determined by Fidelity's asset allocation team, who actively manage the fund to meet its objectives. The fund's performance is benchmarked against a composite of market indices that reflect its changing asset allocation. Fidelity Investments, a well-established financial services company, manages the fund. Fidelity was founded in 1946 and has grown into one of the largest asset managers globally, offering a wide range of investment products and services to individual and institutional investors. The firm's expertise in asset allocation and active management is a key factor in the fund's investment strategy.
What Products and Services Does FCRSX Offer?
- Provide a diversified portfolio of stocks, bonds, and short-term investments.
- Offer a target-date investment strategy for individuals planning to retire around 2015.
- Automatically adjust asset allocation over time to become more conservative as the target date nears.
- Manage investments through other Fidelity mutual funds.
- Provide a hands-off investment solution for retirement planning.
- Offer access to Fidelity's retirement platform and resources.
How Does FCRSX Make Money?
- Earn management fees based on the assets under management (AUM).
- Generate revenue from expense ratios charged to investors.
- Benefit from economies of scale as AUM grows.
- Leverage Fidelity's investment expertise and infrastructure.
What Industry Does FCRSX Operate In?
The asset management industry is characterized by increasing demand for passive and target-date investment solutions. Target-date funds have gained popularity as a convenient way for individuals to save for retirement, offering a diversified portfolio that automatically adjusts its asset allocation over time. The competitive landscape includes other large asset managers such as Vanguard and T. Rowe Price, who also offer target-date funds. These funds compete on factors such as performance, expense ratios, and brand reputation. The industry is also subject to regulatory changes and market volatility, which can impact fund performance and investor sentiment.
Who Are FCRSX's Key Customers?
- Individuals planning to retire around the year 2015.
- Retirement savers seeking a diversified, hands-off investment solution.
- Investors looking for a target-date fund managed by a reputable firm.
- Participants in employer-sponsored retirement plans.
Key Financial Metrics
Return on equity for Fidelity Managed Retirement Funds - Fidelity Managed Retirement 2015 Fund stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. FCRSX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
FCRSX Financials
Bull Case vs Bear Case
Bull Case
- Strong brand reputation of Fidelity Investments.
- Large asset base and economies of scale.
- Experienced investment management team.
- Established distribution network.
Bear Case
- Expense ratio may be higher than some competitors.
- Performance is subject to market volatility.
- Actively managed approach may not always outperform passive strategies.
- Potential: Market volatility and economic downturns impacting fund performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
FCRSX Latest News
No recent news available for FCRSX.
FCRSX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FCRSX.
Price Targets
Wall Street price target analysis for FCRSX.
FCRSX MoonshotScore
What does this score mean?
The MoonshotScore rates FCRSX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Fidelity Managed Retirement Funds - Fidelity Managed Retirement 2015 Fund ADR Information Sponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. FCRSX, while technically an ADR Level 2, represents a fund that invests in domestic assets, so the typical ADR mechanics don't fully apply. It allows U.S. investors to invest in Fidelity's managed retirement fund without dealing with foreign exchanges.
- Home Market Ticker: Boston, US
- ADR Level: 2
- ADR Ratio: 1:1
FCRSX Financial Services Stock FAQ
What does Fidelity Managed Retirement Funds - Fidelity Managed Retirement 2015 Fund do?
Fidelity Managed Retirement 2015 Fund is a target-date fund designed for individuals planning to retire around the year 2015. It provides a diversified portfolio of stocks, bonds, and short-term investments, managed by Fidelity Investments. The fund's asset allocation automatically adjusts over time, becoming more conservative as the target date nears.
What do analysts say about FCRSX stock?
As a mutual fund, FCRSX is not typically covered by analysts in the same way as individual stocks. However, analysts may provide commentary on the target-date fund industry and the performance of Fidelity's target-date funds in general. Key valuation metrics for FCRSX include its expense ratio and historical returns compared to its benchmark.
What are the main risks for FCRSX?
The main risks for FCRSX include market volatility, interest rate risk, and credit risk. Market volatility can impact the fund's performance, especially during periods of economic uncertainty or geopolitical events. Interest rate risk refers to the potential for changes in interest rates to negatively impact the value of the fund's bond holdings.
What are the key factors to evaluate for FCRSX?
Evaluate FCRSX on fundamentals, analyst consensus, and risk factors. Fidelity Managed Retirement 2015 Fund's value proposition lies in its diversified, actively managed approach to target-date investing. Not financial advice.
How frequently does FCRSX data refresh on this page?
FCRSX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven FCRSX's recent stock price performance?
Fidelity Managed Retirement Funds - Fidelity Managed Retirement 2015 Fund (FCRSX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand reputation of Fidelity Investments. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider FCRSX overvalued or undervalued right now?
Fidelity Managed Retirement Funds - Fidelity Managed Retirement 2015 Fund (FCRSX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research FCRSX before investing?
Before investing in Fidelity Managed Retirement Funds - Fidelity Managed Retirement 2015 Fund (FCRSX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and general knowledge of the company and industry.
- Investment decisions should be made based on individual circumstances and consultation with a financial advisor.