FTASX Mutual Fund

FTASX Mutual Fund (Fidelity Asset Manager 70% Class M) is managed by Fidelity Investments (US) with $81.3M in net assets. FTASX expense ratio is 1.17%, holding 6025 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2008-09-23.

FTASX performance shows a YTD return of 8.26%. The 1-year return is 9.97% and the 5-year return is 6.30%. FTASX dividend yield stands at 1.25%, paid annually.

FTASX 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 FTASX holdings, FTASX sectors, or FTASX dividends.

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