FMRFX Mutual Fund
FMRFX Mutual Fund
Fidelity Advisor Managed Retirement 2030 Fund Class K6
FMRFX Mutual Fund Overview
FMRFX Mutual Fund (Fidelity Advisor Managed Retirement 2030 Fund Class K6) is managed by Fidelity Investments (US). FMRFX expense ratio is 0.28%, holding 33 positions across sectors including Unknown. Inception date: 2019-08-16.
FMRFX performance shows a YTD return of 4.28%. The 1-year return is 17.57% and the 5-year return is 4.73%. FMRFX dividend yield stands at 2.59%, paid monthly.
FMRFX 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 FMRFX holdings, sector breakdown, or dividend history.
FMRFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FMRFX alternatives are available via the screener, along with tax-loss harvesting opportunities.