FIWEX Mutual Fund

FIWEX Mutual Fund (Fidelity Advisor Municipal Income Fund Class Z) is managed by Fidelity Investments (US) with $655.4M in net assets. FIWEX expense ratio is 0.40%, holding 1332 positions across sectors including Financials, Utilities, Industrials. Inception date: 2018-10-02.

FIWEX performance shows a YTD return of -0.68%. The 1-year return is 3.65% and the 5-year return is 0.30%. FIWEX dividend yield stands at 3.23%, paid monthly.

FIWEX top holdings include Fidelity Municipal Cash Central Fund (2.7%), Southeast Energy Auth Coop Dis 5% Oct 01, 2030 (1.2%), Black Belt Energy Gas Dis 5 2031-06-01 (1.1%), San Francisco Ca City & County 5/1/2042 (1.0%), San Francisco Ca City Cnty Ar Sfoapt 05/45 Fixed 5.25 (0.9%). Go to all FIWEX holdings, FIWEX sectors, or FIWEX dividends.

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