FIWBX Mutual Fund

FIWBX Mutual Fund (Fidelity Advisor Multi-Asset Income Fund Class Z) is managed by Fidelity Investments (US) with $639.9M in net assets. FIWBX expense ratio is 0.76%, holding 288 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2018-10-02.

FIWBX performance shows a YTD return of 4.89%. The 1-year return is 12.96% and the 5-year return is 5.47%. FIWBX dividend yield stands at 3.56%, paid monthly.

FIWBX top holdings include United States Treasury Bill 09/03/2026 (24.1%), Strategy Inc Ser A 10% Perp Pfd (3.7%), Dht Holdings Inc (3.6%), International Seaways, Inc. (3.5%), United States Department Of The Treasury 4.75% 02/15/2056 4.75 (2.7%). Go to all FIWBX holdings, FIWBX sectors, or FIWBX dividends.

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