FMRBX Mutual Fund

FMRBX Mutual Fund (Fidelity Advisor Managed Retirement 2030 Fund Class A) is managed by Fidelity Investments (US) with $1.3M in net assets. FMRBX expense ratio is 0.73%, holding 33 positions across various sectors. Inception date: 2019-08-16.

FMRBX performance shows a YTD return of 4.03%. The 1-year return is 17.04% and the 5-year return is 4.43%. FMRBX dividend yield stands at 2.21%, paid monthly.

FMRBX top holdings include Fidelity Series Government Bond Index Fund (10.2%), Fidelity Series Investment Grade Bond Fund (9.6%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (8.2%), Fidelity Series Large Cap Value Index Fund (6.7%), Fidelity Series Emerging Markets Opportunities Fund (6.3%). Go to all FMRBX holdings, FMRBX sectors, or FMRBX dividends.

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