FMRHX Mutual Fund

FMRHX Mutual Fund

NAV$11.39
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Fund Essentials

Net Assets
-
Expense Ratio
0.60%
Dividend Yield (Current)
2.28%
Holdings
31
Inception Date
Aug 16, 2019
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+11.46%
1 Year+16.78%
3 Year+2.64%
5 Year+6.20%

Asset Allocation

Cash: 0.16%
Other: 99.84%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
2.28%
Frequency
Monthly
Latest Distribution
$0.40
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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FMRHX Mutual Fund Overview

FMRHX Mutual Fund (Fidelity Simplicity Rmd 2025 Fund) is managed by Fidelity Investments (US). FMRHX expense ratio is 0.60%, holding 31 positions across various sectors. Inception date: 2019-08-16.

FMRHX performance shows a YTD return of 11.46%. The 1-year return is 16.78% and the 5-year return is 6.20%. FMRHX dividend yield stands at 2.28%, paid monthly.

FMRHX top holdings include a diversified portfolio. View all FMRHX holdings, sector breakdown, or dividend history.

FMRHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FMRHX alternatives are available via the screener, along with tax-loss harvesting opportunities.