Fidelity Advisor Managed Retrmt Inc I (FRIMX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
59.52
+0.04 (0.07%)
At close: Dec 19, 2025
6.40%
Fund Assets17.82M
Expense Ratio0.45%
Min. Investment$0.00
Turnover52.00%
Dividend (ttm)1.72
Dividend Yield2.90%
Dividend Growth-3.58%
Payout FrequencyMonthly
Ex-Dividend DateNov 7, 2025
Previous Close59.48
YTD Return9.64%
1-Year Return9.59%
5-Year Return12.74%
52-Week Low53.78
52-Week High59.70
Beta (5Y)0.60
Holdings34
Inception DateAug 30, 2007

About FRIMX

The fund invests in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds in a manner that supports a withdrawal strategy to provide investors with income in retirement. The manager allocates assets according to a stable neutral asset allocation strategy.

Fund Family Fidelity
Category Target-Date Retirement
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol FRIMX
Share Class Class I
Index Bloomberg U.S. Aggregate Bond TR

Performance

FRIMX had a total return of 9.59% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.25%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
FRHMXClass K60.25%
FRKMXClass K0.35%
FRAMXFidelity Advisor Managed Retirement Income Fund: Class A0.70%

Top 10 Holdings

78.91% of assets
NameSymbolWeight
Fidelity Srs 0-5 Yr Inf-Ptctd Bd IdxFSTZX18.34%
Fidelity Series Government Bond Index FundFHNFX13.62%
Fidelity Series Investment Grade Bond FundFSIGX12.67%
Fidelity Series Corporate Bond FundFHMFX8.15%
Fidelity Series Investment Grade Securitized FundFHPFX7.77%
Fidelity Series Intl Dev Mkts Bd IdxFSTQX4.99%
Fidelity Series Treasury Bill IndexFHQFX3.92%
Fidelity Series Emerging Markets Opportunities FundFEMSX3.64%
Fidelity Series Long-Term Treasury Bond Index FundFTLTX3.01%
Fidelity Series Large Cap Value Index FundFIOOX2.82%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Nov 7, 2025$0.214Nov 10, 2025
Oct 3, 2025$0.087Oct 6, 2025
Sep 5, 2025$0.087Sep 8, 2025
Aug 1, 2025$0.186Aug 4, 2025
Jul 11, 2025$0.079Jul 14, 2025
Jun 6, 2025$0.100Jun 9, 2025
Full Dividend History