FYMAX Mutual Fund

FYMAX Mutual Fund (Fidelity Advisor Sustainable Multi-Asset Fund Class A) is managed by Fidelity Investments (US) with $1.5M in net assets. FYMAX expense ratio is 0.73%, holding 8 positions across various sectors. Inception date: 2022-02-10.

FYMAX performance shows a YTD return of 7.91%. The 1-year return is 17.76%. FYMAX dividend yield stands at 1.46%, paid annually.

FYMAX top holdings include Fidelity U.S. Sustainability Index Fund (40.6%), Fidelity Sustainable International Equity Fund (14.3%), Fidelity Sustainable Core Plus Bond Fund (13.7%), Fidelity International Sustainability Index Fund (13.3%), Fidelity Sustainable Emerging Markets Equity Fund (7.2%). Go to all FYMAX holdings, FYMAX sectors, or FYMAX dividends.

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