FWBTX Mutual Fund

FWBTX Mutual Fund (Fidelity Advisor Multi-Asset Income Fund Class C) is managed by Fidelity Investments (US) with $140.8M in net assets. FWBTX expense ratio is 1.86%, holding 288 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2015-09-09.

FWBTX performance shows a YTD return of 3.20%. The 1-year return is 7.93% and the 5-year return is 4.38%. FWBTX dividend yield stands at 2.56%, paid monthly.

FWBTX top holdings include United States Treasury Bill 09/03/2026 (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 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.