FIRRX Mutual Fund

FIRRX Mutual Fund

NAV$52.65
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Fund Essentials

Net Assets
$9M
Expense Ratio
0.47%
Dividend Yield (Current)
2.93%
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+7.58%
1 Year+13.22%
3 Year+1.70%
5 Year+3.95%
10 Year+4.19%

Asset Allocation

Cash: 2.74%
Other: 97.25%
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Dividend Summary

View Details →
Dividend Yield (Current)
2.93%
Frequency
Monthly
Latest Distribution
$1.25
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Peer Comparison

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

FIRRX Mutual Fund Overview

FIRRX Mutual Fund (Fidelity Advisor Simplicity RMD 2010 Fund) is managed by Fidelity Investments (US) with $8.6M in net assets. FIRRX expense ratio is 0.47%, holding 33 positions across various sectors. Inception date: 2007-08-30.

FIRRX performance shows a YTD return of 7.58%. The 1-year return is 13.22% and the 5-year return is 3.95%. FIRRX dividend yield stands at 2.93%, paid monthly.

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

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