FIQAX Mutual Fund

FIQAX Mutual Fund (Fidelity Advisor Asset Manager 60% - Class Z) is managed by Fidelity Investments (US) with $2.42B in net assets. FIQAX expense ratio is 0.55%, holding 6025 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2018-10-02.

FIQAX performance shows a YTD return of 7.53%. The 1-year return is 9.15% and the 5-year return is 5.98%. FIQAX dividend yield stands at 2.05%, paid annually.

FIQAX top holdings include Fidelity Cash Central Fund (2.9%), Fidelity Enhanced Small Cap Etf (Fesm) (2.7%), NVIDIA Corp (2.5%), Fidelity Blue Chip Growth Etf (2.2%), Apple Inc (2.1%). Go to all FIQAX holdings, FIQAX sectors, or FIQAX dividends.

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