FIRSX Mutual Fund
FIRSX Mutual Fund
Fidelity Advisor Managed Retirement 2015 Fund
FIRSX Mutual Fund Overview
FIRSX Mutual Fund (Fidelity Advisor Managed Retirement 2015 Fund) is managed by Fidelity Investments (US) with $3.5M in net assets. FIRSX expense ratio is 0.46%, holding 34 positions across sectors including Unknown, Other. Inception date: 2007-08-30.
FIRSX performance shows a YTD return of 4.23%. The 1-year return is 11.77% and the 5-year return is 3.66%. FIRSX dividend yield stands at 2.89%, paid monthly.
FIRSX top holdings include Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (16.6%), Fidelity Series Government Bond Index Fund (13.0%), Fidelity Series Investment Grade Bond Fund (12.1%), Fidelity Series Corporate Bond Fund (7.8%), Fidelity Series Investment Grade Securitized Fund (7.4%). View all FIRSX holdings, sector breakdown, or dividend history.
FIRSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FIRSX alternatives are available via the screener, along with tax-loss harvesting opportunities.