FIKBX Mutual Fund

FIKBX Mutual Fund (Fidelity Advisor Financials Fund Class Z) is managed by Fidelity Investments (US) with $56.2M in net assets. FIKBX expense ratio is 0.59%, holding 61 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2018-10-02.

FIKBX performance shows a YTD return of 3.51%. The 1-year return is 10.49% and the 5-year return is 12.02%. FIKBX dividend yield stands at 6.46%, paid annually.

FIKBX top holdings include Mastercard Inc (8.5%), Wells Fargo & Co. (6.9%), Bank of America Corp.: Financials (6.8%), Citigroup Inc. (4.3%), State Street Corp. (3.6%). Go to all FIKBX holdings, FIKBX sectors, or FIKBX dividends.

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