FFANX Mutual Fund

FFANX Mutual Fund (Fidelity Asset Manager 40%) is managed by Fidelity Investments (US). FFANX expense ratio is 0.51%, holding 34 positions across sectors including Financials. Inception date: 2007-10-09.

FFANX performance shows a YTD return of 6.04%. The 1-year return is 12.99% and the 5-year return is 4.88%. FFANX dividend yield stands at 3.66%, paid quarterly.

FFANX top holdings include Fidelity Investment Grade Bond Central Fund (37.9%), Fidelity U.S. Equity Central Fund (21.5%), Fidelity International Equity Central Fund (12.5%), Fidelity Cash Central Fund (9.1%), Fidelity Emerging Markets Equity Central Fund (5.8%). Go to all FFANX holdings, FFANX sectors, or FFANX dividends.

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