FIRVX Mutual Fund
FIRVX Mutual Fund
Fidelity Advisor Managed Retirement 2020 Fund
FIRVX Mutual Fund Overview
FIRVX Mutual Fund (Fidelity Advisor Managed Retirement 2020 Fund) is managed by Fidelity Investments (US). FIRVX expense ratio is 0.47%, holding 34 positions across sectors including Unknown, Other. Inception date: 2007-12-31.
FIRVX performance shows a YTD return of 4.96%. The 1-year return is 13.57% and the 5-year return is 4.18%. FIRVX dividend yield stands at 2.73%, paid monthly.
FIRVX top holdings include Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (12.5%), Fidelity Series Government Bond Index Fund (12.1%), Fidelity Series Investment Grade Bond Fund (11.3%), Fidelity Series Corporate Bond Fund (7.3%), Fidelity Series Investment Grade Securitized Fund (6.9%). View all FIRVX holdings, sector breakdown, or dividend history.
FIRVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FIRVX alternatives are available via the screener, along with tax-loss harvesting opportunities.