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%

Top Holdings

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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
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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. View all FIRNX holdings, sector breakdown, or dividend history.

FIRNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FIRNX alternatives are available via the screener, along with tax-loss harvesting opportunities.