FIKYX Mutual Fund

FIKYX Mutual Fund (Fidelity Asset Manager 40% Class Z) is managed by Fidelity Investments (US) with $756.8M in net assets. FIKYX expense ratio is 0.47%, holding 6024 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2018-10-02.

FIKYX performance shows a YTD return of 5.57%. The 1-year return is 6.78% and the 5-year return is 4.50%. FIKYX dividend yield stands at 2.71%, paid quarterly.

FIKYX top holdings include Fidelity Cash Central Fund (9.6%), Fidelity Enhanced Small Cap Etf (Fesm) (2.0%), NVIDIA Corp (1.9%), Fidelity Blue Chip Growth Etf (1.6%), Apple Inc (1.6%). Go to all FIKYX holdings, FIKYX sectors, or FIKYX dividends.

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