FIKRX Mutual Fund

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 2.38%. FIKRX dividend yield stands at 3.86%, paid monthly.

FIKRX top holdings include High Yield Investments Directly Held (11.9%), Us Treasury N/B 3.875 5/15/2029 (8.3%), United 3.875% 03/31 (2.6%), Fidelity Cash Central Fund (2.5%), Us Treas Nts 4.125% 05/31/31 (0.9%). 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.