FASMX Mutual Fund

FASMX Mutual Fund (Fidelity Asset Manager 50%) is managed by Fidelity Investments (US) with $7.45B in net assets. FASMX expense ratio is 0.53%, holding 6024 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 1988-12-28.

FASMX performance shows a YTD return of 6.63%. The 1-year return is 8.10% and the 5-year return is 5.22%. FASMX dividend yield stands at 2.45%, paid quarterly.

FASMX top holdings include Fidelity Cash Central Fund (4.6%), Fidelity Enhanced Small Cap Etf (Fesm) (2.5%), NVIDIA Corp (2.3%), Fidelity Blue Chip Growth Etf (2.0%), Apple Inc (1.9%). Go to all FASMX holdings, FASMX sectors, or FASMX dividends.

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