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%
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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

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. Go to all FMRHX holdings, FMRHX sectors, or FMRHX dividends.

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