FTKAX Mutual Fund

FTKAX Mutual Fund (Fidelity Advisor Tactical Bond Fund Class A) is managed by Fidelity Investments (US) with $5.1M in net assets. FTKAX expense ratio is 0.95%, holding 95 positions across sectors including Financials, Consumer Discretionary, Energy. Inception date: 2022-02-10.

FTKAX performance shows a YTD return of -1.17%. The 1-year return is 2.93%. FTKAX dividend yield stands at 4.12%, paid monthly.

FTKAX top holdings include United States Treasury Note/Bondus Treasury N/B (12.1%), Treasury Bond 4 08/15/2053 (10.7%), High Income Cf (10.3%), Fidelity International Credit Central Fund (10.3%), Fidelity Floating Rate Central Fund (10.2%). Go to all FTKAX holdings, FTKAX sectors, or FTKAX dividends.

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