FIFWX Mutual Fund

FIFWX Mutual Fund

NAV$27.56
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Fund Essentials - as of Aug 31, 2026

Net Assets
$8M
Expense Ratio
0.70%
Dividend Yield (Current)
-
Holdings
75
Inception Date
Feb 14, 2019
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+4.19%
1 Year+4.03%
3 Year+23.99%
5 Year+9.18%

Asset Allocation

Stocks: 57.74%
Other: 41.79%
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Top Holdings

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TickerNameWeight
3750:SHContemporary Amperex Technology Co Ltd Class H0.48%
-Program) warrants 7/20/20280.35%
-ArcelorMittal SA rights0.00%
Top 10 Concentration: 0.83%Report Date: Aug 31, 2026
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Dividend Summary

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Frequency
Semi-Annually
Latest Distribution
$0.41
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FIFWX Mutual Fund Overview

FIFWX Mutual Fund (Fidelity Founders Fund Class Z) is managed by Fidelity Investments (US) with $8.2M in net assets. FIFWX expense ratio is 0.70%, holding 75 positions across various sectors. Inception date: 2019-02-14.

FIFWX performance shows a YTD return of 4.19%. The 1-year return is 4.03% and the 5-year return is 9.18%.

FIFWX top holdings include Contemporary Amperex Technology Co Ltd Class H (0.5%), Program) warrants 7/20/2028 (0.3%), ArcelorMittal SA rights (0.0%). Go to all FIFWX holdings, FIFWX sectors, or FIFWX dividends.

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