FIKVX Mutual Fund

FIKVX Mutual Fund (Fidelity Asset Manager 20% Fund Class Z) is managed by Fidelity Investments (US) with $3.14B in net assets. FIKVX expense ratio is 0.45%, holding 6024 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2018-10-02.

FIKVX performance shows a YTD return of 3.25%. The 1-year return is 4.13% and the 5-year return is 3.04%. FIKVX dividend yield stands at 2.99%, paid monthly.

FIKVX top holdings include Fidelity Cash Central Fund (18.6%), Fidelity Low Duration Bond Etf (4.3%), Fidelity Short-Term Bond Fund - Etf Class (2.0%), Us Treasury N/B 4 7/30 (1.5%), Cbot 10Y Us Treasury Notes Contracts (United States) (1.4%). Go to all FIKVX holdings, FIKVX sectors, or FIKVX dividends.

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