FYMIX Mutual Fund

FYMIX Mutual Fund (Fidelity Advisor Sustainable Multi-Asset Fund Class I) is managed by Fidelity Investments (US) with $5.5M in net assets. FYMIX expense ratio is 0.48%, holding 7 positions across various sectors. Inception date: 2022-02-10.

FYMIX performance shows a YTD return of 10.67%. The 1-year return is 18.72%. FYMIX dividend yield stands at 1.63%, paid annually.

FYMIX top holdings include Fidelity U.S. Sustainability Index Fund (41.7%), Fidelity Sustainable International Equity Fund (14.2%), Fidelity International Sustainability Index Fund (13.6%), Fidelity Sustainable Core Plus Bond Fund (13.3%), Fidelity Inflation-Protected Bond Index Fund (7.5%). Go to all FYMIX holdings, FYMIX sectors, or FYMIX dividends.

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