FTDWX Mutual Fund

FTDWX Mutual Fund (Fidelity Asset Manager 20% Fund Class M) is managed by Fidelity Investments (US) with $31.1M in net assets. FTDWX expense ratio is 1.01%, holding 32 positions across sectors including Financials. Inception date: 2006-10-02.

FTDWX performance shows a YTD return of 3.33%. The 1-year return is 8.02% and the 5-year return is 2.68%. FTDWX dividend yield stands at 2.52%, paid monthly.

FTDWX 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 FTDWX holdings, FTDWX sectors, or FTDWX dividends.

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