FIKRX Mutual Fund
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 0.91%. The 1-year return is 3.77% and the 5-year return is 1.94%. FIKRX dividend yield stands at 3.82%, paid monthly.
FIKRX top holdings include Treasury Note (Otr) 3.38% Sep 15, 2028 (4.6%), Us Treasury Note 4.125% Jul 31 28 (4.6%), Us Treasury N/B (2.9%), Fidelity Cash Central Fund (1.9%), Us Treasury N/B 08/30 3.625 (1.4%). Go to all FIKRX holdings, FIKRX sectors, or FIKRX dividends.
FIKRX can be compared against other funds. Use FIKRX overlap to find shared positions, or FIKRX vs another fund for a side-by-side view. FIKRX alternatives are available via the screener, along with tax-loss harvesting opportunities.