FWATX Mutual Fund
FWATX Mutual Fund
FWATX Mutual Fund
Fidelity Advisor Multi-Asset Income Fund Class A
FWATX Mutual Fund Overview
FWATX Mutual Fund (Fidelity Advisor Multi-Asset Income Fund Class A) is managed by Fidelity Investments (US) with $373.4M in net assets. FWATX expense ratio is 1.11%, holding 288 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2015-09-09.
FWATX performance shows a YTD return of 3.32%. The 1-year return is 11.78% and the 5-year return is 5.39%. FWATX dividend yield stands at 3.00%, paid monthly.
FWATX top holdings include Us T Bill Zcp 09/03/26 (24.1%), Strategy Inc Ser A 10% Perp Pfd (3.7%), Dht Holdings Inc (3.6%), International Seaways, Inc. (3.5%), United States Department Of The Treasury 4.75% 02/15/2056 4.75 (2.7%). Go to all FWATX holdings, FWATX sectors, or FWATX dividends.
FWATX can be compared against other funds. Use FWATX overlap to find shared positions, or FWATX vs another fund for a side-by-side view. FWATX alternatives are available via the screener, along with tax-loss harvesting opportunities.