FMRTX Mutual Fund

FMRTX Mutual Fund (Fidelity Managed Retirement 2035 Fund) is managed by Fidelity Investments (US). FMRTX expense ratio is 0.48%, holding 33 positions across various sectors. Inception date: 2022-12-15.

FMRTX performance shows a YTD return of 4.49%. The 1-year return is 18.96%. FMRTX dividend yield stands at 3.15%, paid monthly.

FMRTX top holdings include Fidelity Series Government Bond Index Fund (9.4%), Fidelity Series Investment Grade Bond Fund (8.7%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (8.4%), Fidelity Series Large Cap Value Index Fund (7.7%), Fidelity Series Blue Chip Growth Fund (6.1%). Go to all FMRTX holdings, FMRTX sectors, or FMRTX dividends.

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