FIKVX Mutual Fund

FIKVX Mutual Fund (Fidelity Asset Manager 20% Fund Class Z) is managed by Fidelity Investments (US) with $3.16B in net assets. FIKVX expense ratio is 0.45%, holding 32 positions across sectors including Financials. Inception date: 2018-10-02.

FIKVX performance shows a YTD return of 3.65%. The 1-year return is 8.56% and the 5-year return is 3.25%. FIKVX dividend yield stands at 3.03%, paid monthly.

FIKVX top holdings include Fidelity Investment Grade Bond Central Fund (42.3%), Fidelity Cash Central Fund (20.3%), Fidelity U.S. Equity Central Fund (12.0%), Fidelity International Equity Central Fund (6.5%), Fidelity Low Duration Bond Etf (4.4%). Go to all FIKVX holdings, FIKVX sectors, or FIKVX dividends.

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