FIKZX Mutual Fund

FIKZX Mutual Fund (Fidelity Asset Manager 50% Class Z) is managed by Fidelity Investments (US) with $2.82B in net assets. FIKZX expense ratio is 0.45%, holding 6024 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2018-10-02.

FIKZX performance shows a YTD return of 6.67%. The 1-year return is 8.17% and the 5-year return is 5.30%. FIKZX dividend yield stands at 2.54%, paid quarterly.

FIKZX 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 FIKZX holdings, FIKZX sectors, or FIKZX dividends.

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