FIRRX Mutual Fund

NAV$52.65

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%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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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
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Category rank, peer-average returns and outperformance, updated daily.
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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. View all FIRRX holdings, sector breakdown, or dividend history.

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