Fidelity Simplicity RMD 2030 FSRMX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 12.27  /  −0.08 %
  • Total Assets 812,201.0
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Target-Date 2030
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Extensive
  • Status Open
  • TTM Yield 1.78%
  • Turnover 55%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FSRMX

There is no Morningstar’s Analysis data available.

Portfolio Holdings FSRMX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 71.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Investment Grade Bond

18.77 149,327

Fidelity Series Emerging Markets Opps

8.06 64,140

Fidelity Series Long-Term Trs Bd Idx

6.92 55,065

Fidelity Series Growth Company

5.90 46,894

Fidelity Series Large Cap Stock

5.84 46,481

Fidelity Series International Value

5.51 43,809

Fidelity Series Overseas

5.47 43,531

Fidelity Series International Growth

5.39 42,837

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

5.07 40,304

Fidelity Series Stk Selec Lg Cp Val

4.23 33,649

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