FTIWX Mutual Fund

FTIWX Mutual Fund (Fidelity Asset Manager 20% Fund Class I) is managed by Fidelity Investments (US) with $22.8M in net assets. FTIWX expense ratio is 0.51%, holding 32 positions across sectors including Financials. Inception date: 2006-10-02.

FTIWX performance shows a YTD return of 3.63%. The 1-year return is 8.57% and the 5-year return is 3.20%. FTIWX dividend yield stands at 3.00%, paid monthly.

FTIWX top holdings include Fidelity Investment Grade Bond Central Fund (42.4%), Fidelity Cash Central Fund (19.1%), Fidelity U.S. Equity Central Fund (13.1%), Fidelity International Equity Central Fund (6.0%), Fidelity Low Duration Bond Etf (4.2%). Go to all FTIWX holdings, FTIWX sectors, or FTIWX dividends.

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