FSRMX Mutual Fund

FSRMX Mutual Fund

NAV$10.64
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Fund Essentials

Net Assets
-
Expense Ratio
0.64%
Dividend Yield (Current)
2.21%
Holdings
30
Inception Date
Dec 15, 2022
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+12.60%
1 Year+18.19%

Asset Allocation

Other: 100.00%
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Dividend Summary

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Dividend Yield (Current)
2.21%
Frequency
Monthly

Peer Comparison

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

FSRMX Mutual Fund Overview

FSRMX Mutual Fund (Fidelity Simplicity RMD 2030 Fund) is managed by Fidelity Investments (US). FSRMX expense ratio is 0.64%, holding 30 positions across various sectors. Inception date: 2022-12-15.

FSRMX performance shows a YTD return of 12.60%. The 1-year return is 18.19%. FSRMX dividend yield stands at 2.21%, paid monthly.

FSRMX top holdings include a diversified portfolio. Go to all FSRMX holdings, FSRMX sectors, or FSRMX dividends.

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