FGBMX Mutual Fund

FGBMX Mutual Fund (Fidelity New Markets Income Fund Class Z) is managed by Fidelity Investments (US) with $529.2M in net assets. FGBMX expense ratio is 0.70%, holding 465 positions across sectors including Financials, Energy, Materials. Inception date: 2018-12-04.

FGBMX performance shows a YTD return of 3.05%. The 1-year return is 10.65% and the 5-year return is 3.25%. FGBMX dividend yield stands at 4.62%, paid monthly.

FGBMX top holdings include Fidelity Cash Central Fund (8.1%), Petroleos Mexicanos 6.625 2035-06-15 (1.1%), UNITED STATES TREASURY NOTE 05/32 4.25 (1.0%), Ishares JP Morgan USD Emerging Markets Bond ETF (0.9%), Fidelity Securities Lending Cash Central Fund (0.9%). Go to all FGBMX holdings, FGBMX sectors, or FGBMX dividends.

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