FKRSX Mutual Fund

FKRSX Mutual Fund (Fidelity Advisor Managed Retirement 2015 Fund Class K) is managed by Fidelity Investments (US) with $103,122.08 in net assets. FKRSX expense ratio is 0.36%, holding 34 positions across various sectors. Inception date: 2019-08-01.

FKRSX performance shows a YTD return of 4.26%. The 1-year return is 11.89% and the 5-year return is 3.15%. FKRSX dividend yield stands at 2.97%, paid monthly.

FKRSX 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 FKRSX holdings, FKRSX sectors, or FKRSX dividends.

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