FIALX Mutual Fund

FIALX Mutual Fund (Fidelity Sustainable Core Plus Bond Fund Class I) is managed by Fidelity Investments (US) with $2.1M in net assets. FIALX expense ratio is 0.45%, holding 736 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2022-04-13.

FIALX performance shows a YTD return of -1.18%. The 1-year return is 1.83%. FIALX dividend yield stands at 3.78%, paid monthly.

FIALX top holdings include Fidelity Cash Central Fund (10.8%), Treasury Note (Otr) 3.38% May 15, 2033 (2.4%), US Treasury N/B 2.25 2/52 (2.1%), Us Treasury N/B 11/35 4 (2.1%), Treasury Note (Otr) 3.63% Dec 31, 2030 (2.1%). Go to all FIALX holdings, FIALX sectors, or FIALX dividends.

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