FMRDX Mutual Fund
FMRDX Mutual Fund
Fidelity Advisor Managed Retirement 2030 Fund Class I
FMRDX Mutual Fund Overview
FMRDX Mutual Fund (Fidelity Advisor Managed Retirement 2030 Fund Class I) is managed by Fidelity Investments (US) with $395,213.03 in net assets. FMRDX expense ratio is 0.48%, holding 33 positions across sectors including Unknown. Inception date: 2019-08-16.
FMRDX performance shows a YTD return of 4.16%. The 1-year return is 17.35% and the 5-year return is 4.69%. FMRDX dividend yield stands at 2.43%, paid monthly.
FMRDX top holdings include Fidelity Series Government Bond Index Fund (10.2%), Fidelity Series Investment Grade Bond Fund (9.6%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (8.2%), Fidelity Series Large Cap Value Index Fund (6.7%), Fidelity Series Emerging Markets Opportunities Fund (6.3%). View all FMRDX holdings, sector breakdown, or dividend history.
FMRDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FMRDX alternatives are available via the screener, along with tax-loss harvesting opportunities.