FIQBX Mutual Fund

FIQBX Mutual Fund (Fidelity Asset Manager 70% Class Z) is managed by Fidelity Investments (US) with $3.10B in net assets. FIQBX expense ratio is 0.55%, holding 29 positions across sectors including Financials. Inception date: 2018-10-02.

FIQBX performance shows a YTD return of 11.97%. The 1-year return is 22.25% and the 5-year return is 8.21%. FIQBX dividend yield stands at 1.82%, paid annually.

FIQBX top holdings include Fidelity U.S. Equity Central Fund (34.5%), Fidelity International Equity Central Fund (19.8%), Fidelity Investment Grade Bond Central Fund (17.4%), Fidelity Emerging Markets Equity Central Fund (10.1%), Fidelity Enhanced Small Cap Etf (Fesm) (3.2%). Go to all FIQBX holdings, FIQBX sectors, or FIQBX dividends.

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