FIKWX Mutual Fund

FIKWX Mutual Fund (Fidelity Asset Manager 30% Class Z) is managed by Fidelity Investments (US) with $768.6M in net assets. FIKWX expense ratio is 0.47%, holding 36 positions across sectors including Financials. Inception date: 2018-10-02.

FIKWX performance shows a YTD return of 6.11%. The 1-year return is 12.06% and the 5-year return is 4.01%. FIKWX dividend yield stands at 2.75%, paid monthly.

FIKWX top holdings include Fidelity Investment Grade Bond Central Fund (42.7%), Fidelity U.S. Equity Central Fund (16.7%), Fidelity International Equity Central Fund (9.7%), Fidelity Cash Central Fund (9.5%), Fidelity Low Duration Bond Etf (4.7%). Go to all FIKWX holdings, FIKWX sectors, or FIKWX dividends.

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