FMRTX Mutual Fund
FMRTX Mutual Fund
Fidelity Managed Retirement 2035 Fund
FMRTX Mutual Fund Overview
FMRTX Mutual Fund (Fidelity Managed Retirement 2035 Fund) is managed by Fidelity Investments (US). FMRTX expense ratio is 0.48%, holding 33 positions across sectors including Unknown, Other. Inception date: 2022-12-15.
FMRTX performance shows a YTD return of 4.49%. The 1-year return is 18.96%. FMRTX dividend yield stands at 3.15%, paid monthly.
FMRTX top holdings include Fidelity Series Government Bond Index Fund (9.4%), Fidelity Series Investment Grade Bond Fund (8.7%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (8.4%), Fidelity Series Large Cap Value Index Fund (7.7%), Fidelity Series Blue Chip Growth Fund (6.1%). View all FMRTX holdings, sector breakdown, or dividend history.
FMRTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FMRTX alternatives are available via the screener, along with tax-loss harvesting opportunities.