FMRFX Mutual Fund

FMRFX Mutual Fund (Fidelity Advisor Managed Retirement 2030 Fund Class K6) is managed by Fidelity Investments (US). FMRFX expense ratio is 0.28%, holding 33 positions across various sectors. Inception date: 2019-08-16.

FMRFX performance shows a YTD return of 4.28%. The 1-year return is 17.57% and the 5-year return is 4.73%. FMRFX dividend yield stands at 2.59%, paid monthly.

FMRFX 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 FMRFX holdings, FMRFX sectors, or FMRFX dividends.

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