FMREX Mutual Fund

FMREX Mutual Fund (Fidelity Advisor Managed Retirement 2030 Fund Class K) is managed by Fidelity Investments (US). FMREX expense ratio is 0.38%, holding 33 positions across various sectors. Inception date: 2019-08-16.

FMREX performance shows a YTD return of 4.18%. The 1-year return is 17.46% and the 5-year return is 4.92%. FMREX dividend yield stands at 2.52%, paid monthly.

FMREX 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 FMREX holdings, FMREX sectors, or FMREX dividends.

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