FIQBX Mutual Fund

FIQBX Mutual Fund (Fidelity Asset Manager 70% Class Z) is managed by Fidelity Investments (US) with $3.08B in net assets. FIQBX expense ratio is 0.55%, holding 6025 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2018-10-02.

FIQBX performance shows a YTD return of 8.84%. The 1-year return is 10.67% and the 5-year return is 6.96%. FIQBX dividend yield stands at 1.87%, paid annually.

FIQBX top holdings include Fidelity Cash Central Fund (3.5%), Fidelity Enhanced Small Cap Etf (Fesm) (3.1%), NVIDIA Corp (2.9%), Fidelity Blue Chip Growth Etf (2.5%), Apple Inc (2.4%). Go to all FIQBX holdings, FIQBX sectors, or FIQBX dividends.

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