FIKEX Mutual Fund

FIKEX Mutual Fund (Fidelity Advisor Industrials Fund Class Z) is managed by Fidelity Investments (US) with $120.5M in net assets. FIKEX expense ratio is 0.59%, holding 50 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2018-10-02.

FIKEX performance shows a YTD return of 20.64%. The 1-year return is 34.10% and the 5-year return is 24.36%. FIKEX dividend yield stands at 1.28%, paid annually.

FIKEX top holdings include GE Vernova Inc. CDR (CAD Hedged) (7.3%), General Electric Co. (6.9%), Boeing Co (6.3%), Trane Technologies Plc Common Stock (5.2%), Howmet Aerospace Inc. (4.7%). Go to all FIKEX holdings, FIKEX sectors, or FIKEX dividends.

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