FIKYX Mutual Fund

FIKYX Mutual Fund (Fidelity Asset Manager 40% Class Z) is managed by Fidelity Investments (US) with $770.5M in net assets. FIKYX expense ratio is 0.47%, holding 34 positions across sectors including Financials. Inception date: 2018-10-02.

FIKYX performance shows a YTD return of 7.60%. The 1-year return is 14.46% and the 5-year return is 5.18%. FIKYX dividend yield stands at 2.47%, paid quarterly.

FIKYX top holdings include Fidelity Investment Grade Bond Central Fund (37.9%), Fidelity U.S. Equity Central Fund (21.5%), Fidelity International Equity Central Fund (12.5%), Fidelity Cash Central Fund (9.1%), Fidelity Emerging Markets Equity Central Fund (5.8%). Go to all FIKYX holdings, FIKYX sectors, or FIKYX dividends.

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