FIKBX Mutual Fund
FIKBX Mutual Fund
Fidelity Advisor Financials Fund Class Z
FIKBX Mutual Fund Overview
FIKBX Mutual Fund (Fidelity Advisor Financials Fund Class Z) is managed by Fidelity Investments (US) with $56.2M in net assets. FIKBX expense ratio is 0.59%, holding 61 positions across sectors including Unknown, Financials. Inception date: 2018-10-02.
FIKBX performance shows a YTD return of 2.98%. The 1-year return is 10.49% and the 5-year return is 12.02%. FIKBX dividend yield stands at 6.87%, paid annually.
FIKBX top holdings include Bank Of America Corp. (6.8%), Fidelity Securities Lending Cash Central Fund (2.8%), Chubb Ltd. (2.6%), American Financial Group Inc/Oh (1.1%), Associated Banc-Corp (0.9%). View all FIKBX holdings, sector breakdown, or dividend history.
FIKBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FIKBX alternatives are available via the screener, along with tax-loss harvesting opportunities.