FMRUX Mutual Fund

FMRUX Mutual Fund (Fidelity Advisor Managed Retirement 2035 Fund Class A) is managed by Fidelity Investments (US) with $275,810.01 in net assets. FMRUX expense ratio is 0.73%, holding 32 positions across various sectors. Inception date: 2022-12-15.

FMRUX performance shows a YTD return of 4.43%. The 1-year return is 19.24%. FMRUX dividend yield stands at 2.22%, paid monthly.

FMRUX top holdings include Fidelity Series Government Bond Index Fund (9.6%), Fidelity Series Investment Grade Bond Fund (8.9%), Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (8.5%), Fidelity Series Large Cap Value Index Fund (8.0%), Fidelity Series Blue Chip Growth Fund (6.3%). Go to all FMRUX holdings, FMRUX sectors, or FMRUX dividends.

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