FAMRX Mutual Fund

FAMRX Mutual Fund (Fidelity Asset Manager 85% Fund) is managed by Fidelity Investments (US) with $2.36B in net assets. FAMRX expense ratio is 0.63%, holding 35 positions across sectors including Financials. Inception date: 1999-09-24.

FAMRX performance shows a YTD return of 11.77%. The 1-year return is 23.37% and the 5-year return is 9.07%. FAMRX dividend yield stands at 4.94%, paid annually.

FAMRX top holdings include Fidelity U.S. Equity Central Fund (40.6%), Fidelity International Equity Central Fund (22.8%), Fidelity Emerging Markets Equity Central Fund (10.9%), Fidelity Investment Grade Bond Central Fund (7.7%), Fidelity Enhanced Small Cap Etf (Fesm) (3.5%). Go to all FAMRX holdings, FAMRX sectors, or FAMRX dividends.

FAMRX can be compared against other funds. Use FAMRX overlap to find shared positions, or FAMRX vs another fund for a side-by-side view. FAMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.