FMWIX Mutual Fund
FMWIX Mutual Fund
FMWIX Mutual Fund
Fidelity Moderate with Income Allocation Fund
FMWIX Mutual Fund Overview
FMWIX Mutual Fund (Fidelity Moderate with Income Allocation Fund) is managed by Fidelity Investments (US). FMWIX expense ratio is 0.03%, holding 4 positions across various sectors. Inception date: 2022-02-09.
FMWIX performance shows a YTD return of 3.93%. The 1-year return is 9.61%. FMWIX dividend yield stands at 3.07%, paid monthly.
FMWIX top holdings include Fidelity U.S. Bond Index Fund (50.5%), Fidelity Total Market Index Fund (20.5%), Fidelity Short-Term Bond Index Fund (20.3%), Fidelity Total International Index Fund (8.5%). View all FMWIX holdings, sector breakdown, or dividend history.
FMWIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FMWIX alternatives are available via the screener, along with tax-loss harvesting opportunities.