FIRNX Mutual Fund

FIRNX Mutual Fund

NAV$55.92
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Fund Essentials

Net Assets
-
Expense Ratio
0.46%
Dividend Yield (Current)
3.15%
Holdings
33
Inception Date
Aug 30, 2007
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+6.22%
1 Year+11.32%
3 Year+1.30%
5 Year+3.27%
10 Year+3.45%

Asset Allocation

Stocks: 0.23%
Cash: 4.58%
Other: 95.20%
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Dividend Summary

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Dividend Yield (Current)
3.15%
Frequency
Monthly
Latest Distribution
$1.16
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FIRNX Mutual Fund Overview

FIRNX Mutual Fund (Fidelity Advisor Simplicity RMD Income Fund) is managed by Fidelity Investments (US). FIRNX expense ratio is 0.46%, holding 33 positions across various sectors. Inception date: 2007-08-30.

FIRNX performance shows a YTD return of 6.22%. The 1-year return is 11.32% and the 5-year return is 3.27%. FIRNX dividend yield stands at 3.15%, paid monthly.

FIRNX top holdings include a diversified portfolio. Go to all FIRNX holdings, FIRNX sectors, or FIRNX dividends.

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