FIKZX Mutual Fund

FIKZX Mutual Fund (Fidelity Asset Manager 50% Class Z) is managed by Fidelity Investments (US) with $2.90B in net assets. FIKZX expense ratio is 0.45%, holding 34 positions across sectors including Financials. Inception date: 2018-10-02.

FIKZX performance shows a YTD return of 9.13%. The 1-year return is 17.29% and the 5-year return is 6.26%. FIKZX dividend yield stands at 2.25%, paid quarterly.

FIKZX top holdings include Fidelity Investment Grade Bond Central Fund (32.3%), Fidelity U.S. Equity Central Fund (27.3%), Fidelity International Equity Central Fund (14.8%), Fidelity Emerging Markets Equity Central Fund (7.6%), Fidelity Cash Central Fund (2.7%). Go to all FIKZX holdings, FIKZX sectors, or FIKZX dividends.

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