FTAWX Mutual Fund

FTAWX Mutual Fund (Fidelity Asset Manager 20% Fund Class A) is managed by Fidelity Investments (US) with $52.6M in net assets. FTAWX expense ratio is 0.76%, holding 6024 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2006-10-02.

FTAWX performance shows a YTD return of 2.98%. The 1-year return is 3.84% and the 5-year return is 2.71%. FTAWX dividend yield stands at 2.71%, paid monthly.

FTAWX top holdings include Fidelity Cash Central Fund (18.6%), Fidelity Low Duration Bond Etf (4.3%), Fidelity Short-Term Bond Fund - Etf Class (2.0%), Us Treasury N/B 4 7/30 (1.5%), Cbot 10Y Us Treasury Notes Contracts (United States) (1.4%). 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.