FIIVX Mutual Fund

FIIVX Mutual Fund (Fidelity Advisor Managed Retirement 2020 Fund Class I) is managed by Fidelity Investments (US) with $166,456.93 in net assets. FIIVX expense ratio is 0.47%, holding 34 positions across various sectors. Inception date: 2007-12-31.

FIIVX performance shows a YTD return of 4.96%. The 1-year return is 13.59% and the 5-year return is 4.19%. FIIVX dividend yield stands at 2.70%, paid monthly.

FIIVX 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%). Go to all FIIVX holdings, FIIVX sectors, or FIIVX dividends.

FIIVX can be compared against other funds. Use FIIVX overlap to find shared positions, or FIIVX vs another fund for a side-by-side view. FIIVX alternatives are available via the screener, along with tax-loss harvesting opportunities.