FMRZX Mutual Fund

FMRZX Mutual Fund (Fidelity Managed Retirement 2035 Fund Class K) is managed by Fidelity Investments (US). FMRZX expense ratio is 0.38%, holding 33 positions across various sectors. Inception date: 2022-12-15.

FMRZX performance shows a YTD return of 4.51%. The 1-year return is 19.13%. FMRZX dividend yield stands at 3.23%, paid monthly.

FMRZX 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 FMRZX holdings, FMRZX sectors, or FMRZX dividends.

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