FIRSX Mutual Fund

FIRSX Mutual Fund (Fidelity Advisor Managed Retirement 2015 Fund) is managed by Fidelity Investments (US) with $3.5M in net assets. FIRSX expense ratio is 0.46%, holding 34 positions across various sectors. Inception date: 2007-08-30.

FIRSX performance shows a YTD return of 4.23%. The 1-year return is 11.77% and the 5-year return is 3.66%. FIRSX dividend yield stands at 2.89%, paid monthly.

FIRSX top holdings include Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (16.6%), Fidelity Series Government Bond Index Fund (13.0%), Fidelity Series Investment Grade Bond Fund (12.1%), Fidelity Series Corporate Bond Fund (7.8%), Fidelity Series Investment Grade Securitized Fund (7.4%). Go to all FIRSX holdings, FIRSX sectors, or FIRSX dividends.

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