FIWAX Mutual Fund

FIWAX Mutual Fund (Fidelity Advisor Limited Term Municipal Income Fund Class Z) is managed by Fidelity Investments (US) with $569.3M in net assets. FIWAX expense ratio is 0.25%, holding 954 positions across sectors including Financials, Utilities, Health Care. Inception date: 2018-10-02.

FIWAX performance shows a YTD return of 1.19%. The 1-year return is 3.63% and the 5-year return is 1.12%. FIWAX dividend yield stands at 2.32%, paid monthly.

FIWAX top holdings include Fidelity Municipal Cash Central Fund (5.4%), Southeast Energy Auth Coop Dis 5% Oct 01, 2030 (1.3%), Wisconsin St Hlth Eductnl Fa Wismed 10/32 Fixed 5 (0.9%), Washington Health Care Facilities Authority 5 10/01/2035 (0.7%), Met Washington Dc Arpts Auth Arpt Sys Revenue 5 2028-10-01 (0.7%). Go to all FIWAX holdings, FIWAX sectors, or FIWAX dividends.

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