FIQAX Mutual Fund

FIQAX Mutual Fund (Fidelity Advisor Asset Manager 60% - Class Z) is managed by Fidelity Investments (US) with $2.45B in net assets. FIQAX expense ratio is 0.55%, holding 33 positions across sectors including Financials. Inception date: 2018-10-02.

FIQAX performance shows a YTD return of 10.39%. The 1-year return is 19.55% and the 5-year return is 6.63%. FIQAX dividend yield stands at 2.03%, paid annually.

FIQAX top holdings include Fidelity U.S. Equity Central Fund (29.2%), Fidelity Investment Grade Bond Central Fund (28.1%), Fidelity International Equity Central Fund (17.6%), Fidelity Emerging Markets Equity Central Fund (8.3%), Fidelity Enhanced Small Cap Etf (Fesm) (2.6%). Go to all FIQAX holdings, FIQAX sectors, or FIQAX dividends.

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