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Fidelity Simplicity RMD 2030 FSRMX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 11.37  /  +0.71 %
  • Total Assets 783,668.0
  • 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 1.79%
  • Turnover 25%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:14 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 71.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Series Investment Grade Bond

21.20 158,296

Fidelity Series Emerging Markets Opps

7.55 56,405

Fidelity Series Growth Company

6.26 46,744

Fidelity Series Large Cap Stock

5.86 43,759

Fidelity Series Long-Term Trs Bd Idx

5.60 41,834

Fidelity Series Overseas

5.47 40,860

Fidelity Series International Value

5.45 40,679

Fidelity Series International Growth

5.42 40,453

Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx

4.53 33,831

Fidelity Series Stk Selec Lg Cp Val

4.08 30,441