FWBTX Mutual Fund

FWBTX Mutual Fund (Fidelity Advisor Multi-Asset Income Fund Class C) is managed by Fidelity Investments (US) with $147.8M in net assets. FWBTX expense ratio is 1.86%, holding 255 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2015-09-09.

FWBTX performance shows a YTD return of 9.67%. The 1-year return is 9.97% and the 5-year return is 5.70%. FWBTX dividend yield stands at 2.93%, paid monthly.

FWBTX top holdings include Us Treasury N/B 4.375 5/15/2036 (9.8%), Us Treasury N/B 4.13% 02/15/2036 4.13 (5.8%), International Seaways, Inc. (4.5%), U.S. Treasury Bond 4.625 05/15/2054 (4.4%), Us Treasury N/B 4.63 2055-02-15 (4.4%). Go to all FWBTX holdings, FWBTX sectors, or FWBTX dividends.

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