FASMX Mutual Fund

FASMX Mutual Fund (Fidelity Asset Manager 50%) is managed by Fidelity Investments (US) with $9.05B in net assets. FASMX expense ratio is 0.53%, holding 34 positions across sectors including Financials. Inception date: 1988-12-28.

FASMX performance shows a YTD return of 7.35%. The 1-year return is 15.36% and the 5-year return is 5.74%. FASMX dividend yield stands at 6.96%, paid quarterly.

FASMX top holdings include Fidelity Investment Grade Bond Central Fund (33.0%), Fidelity U.S. Equity Central Fund (26.2%), Fidelity International Equity Central Fund (15.2%), Fidelity Emerging Markets Equity Central Fund (7.0%), Fidelity Cash Central Fund (3.9%). Go to all FASMX holdings, FASMX sectors, or FASMX dividends.

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