FIWBX Mutual Fund

FIWBX Mutual Fund (Fidelity Advisor Multi-Asset Income Fund Class Z) is managed by Fidelity Investments (US) with $676.5M in net assets. FIWBX expense ratio is 0.76%, holding 264 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2018-10-02.

FIWBX performance shows a YTD return of 8.15%. The 1-year return is 6.18% and the 5-year return is 5.20%. FIWBX dividend yield stands at 3.78%, paid monthly.

FIWBX top holdings include Us Treasury N/B 4.13% 02/15/2036 4.13 (6.1%), U.S. Treasury Bond 4.625 05/15/2054 (4.6%), Us Treasury N/B 4.63 2055-02-15 (4.6%), Treasury Bond (Otr) 55/15/2056 (4.6%), International Seaways, Inc. (4.3%). 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.