FIRVX Mutual Fund

FIRVX Mutual Fund (Fidelity Advisor Managed Retirement 2020 Fund) is managed by Fidelity Investments (US). FIRVX expense ratio is 0.47%, holding 34 positions across various sectors. Inception date: 2007-12-31.

FIRVX performance shows a YTD return of 4.96%. The 1-year return is 13.57% and the 5-year return is 4.18%. FIRVX dividend yield stands at 2.73%, paid monthly.

FIRVX top holdings include Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (12.5%), Fidelity Series Government Bond Index Fund (12.1%), Fidelity Series Investment Grade Bond Fund (11.3%), Fidelity Series Corporate Bond Fund (7.3%), Fidelity Series Investment Grade Securitized Fund (6.9%). Go to all FIRVX holdings, FIRVX sectors, or FIRVX dividends.

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