FTAWX Mutual Fund

FTAWX Mutual Fund (Fidelity Asset Manager 20% Fund Class A) is managed by Fidelity Investments (US) with $52.7M in net assets. FTAWX expense ratio is 0.76%, holding 32 positions across sectors including Financials. Inception date: 2006-10-02.

FTAWX performance shows a YTD return of 3.44%. The 1-year return is 8.24% and the 5-year return is 2.92%. FTAWX dividend yield stands at 2.73%, paid monthly.

FTAWX top holdings include Fidelity Investment Grade Bond Central Fund (42.3%), Fidelity Cash Central Fund (20.3%), Fidelity U.S. Equity Central Fund (12.0%), Fidelity International Equity Central Fund (6.5%), Fidelity Low Duration Bond Etf (4.4%). Go to all FTAWX holdings, FTAWX sectors, or FTAWX dividends.

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