FIKWX Mutual Fund

FIKWX Mutual Fund (Fidelity Asset Manager 30% Class Z) is managed by Fidelity Investments (US) with $704.4M in net assets. FIKWX expense ratio is 0.47%, holding 6102 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2018-10-02.

FIKWX performance shows a YTD return of 4.49%. The 1-year return is 5.57% and the 5-year return is 3.72%. FIKWX dividend yield stands at 3.00%, paid monthly.

FIKWX top holdings include Fidelity Cash Central Fund (7.6%), Fidelity Low Duration Bond Etf (4.7%), Fidelity Short-Term Bond Fund - Etf Class (2.0%), Fidelity Enhanced Small Cap Etf (Fesm) (1.6%), NVIDIA Corp (1.6%). Go to all FIKWX holdings, FIKWX sectors, or FIKWX dividends.

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