FTDWX Mutual Fund

FTDWX Mutual Fund (Fidelity Asset Manager 20% Fund Class M) is managed by Fidelity Investments (US) with $30.0M in net assets. FTDWX expense ratio is 1.01%, holding 6024 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2006-10-02.

FTDWX performance shows a YTD return of 2.84%. The 1-year return is 3.70% and the 5-year return is 2.48%. FTDWX dividend yield stands at 2.50%, paid monthly.

FTDWX top holdings include Fidelity Cash Central Fund (18.6%), Fidelity Low Duration Bond Etf (4.3%), Fidelity Short-Term Bond Fund - Etf Class (2.0%), Us Treasury N/B 4 7/30 (1.5%), Cbot 10Y Us Treasury Notes Contracts (United States) (1.4%). Go to all FTDWX holdings, FTDWX sectors, or FTDWX dividends.

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