FIKRX Mutual Fund
FIKRX Mutual Fund
Fidelity Advisor Limited Term Bond Fund Class Z
FIKRX Mutual Fund Overview
FIKRX Mutual Fund (Fidelity Advisor Limited Term Bond Fund Class Z) is managed by Fidelity Investments (US) with $1.07B in net assets. FIKRX expense ratio is 0.25%, holding 1055 positions across sectors including Financials, Utilities, Energy. Inception date: 2018-10-02.
FIKRX performance shows a YTD return of -0.09%. The 1-year return is 2.71% and the 5-year return is 2.06%. FIKRX dividend yield stands at 3.79%, paid monthly.
FIKRX top holdings include Treasury Note (Otr) 3.38% Sep 15, 2028 (4.6%), U.S. Treasury Note, 4.125%, Due 07/31/2028 (4.6%), Us Treasury N/ 4.625 9/28 (2.9%), Fidelity Cash Central Fund (1.9%), Us Treasury N/B 08/30 3.625 (1.4%). View all FIKRX holdings, sector breakdown, or dividend history.
FIKRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FIKRX alternatives are available via the screener, along with tax-loss harvesting opportunities.