FGZMX Mutual Fund

FGZMX Mutual Fund (Fidelity New Markets Income Fund Class I) is managed by Fidelity Investments (US) with $1.39B in net assets. FGZMX expense ratio is 0.80%, holding 465 positions across sectors including Financials, Energy, Materials. Inception date: 2018-12-04.

FGZMX performance shows a YTD return of 3.05%. The 1-year return is 10.62% and the 5-year return is 3.17%. FGZMX dividend yield stands at 4.52%, paid monthly.

FGZMX 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 FGZMX holdings, FGZMX sectors, or FGZMX dividends.

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