FSRMX Mutual Fund

NAV$10.64

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%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 30 holdings for FSRMX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
2.21%
Frequency
Monthly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how FSRMX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch price
First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

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. View all FSRMX holdings, sector breakdown, or dividend history.

FSRMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FSRMX alternatives are available via the screener, along with tax-loss harvesting opportunities.