FWATX Mutual Fund
FWATX Mutual Fund
Fidelity Advisor Multi-Asset Income Fund Class A

FWATX Mutual Fund Overview
FWATX Mutual Fund (Fidelity Advisor Multi-Asset Income Fund Class A) is managed by Fidelity Investments (US) with $370.2M in net assets. FWATX expense ratio is 1.11%, holding 334 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-09.
FWATX performance shows a YTD return of 3.32%. The 1-year return is 11.78% and the 5-year return is 5.39%. FWATX dividend yield stands at 3.00%, paid monthly.
FWATX top holdings include Treasury Bond 1.88% 02/15/2051 (9.3%), U.S. Treasury Bond, 1.25%, Due 05/15/2050 (9.3%), Fidelity Securities Lending Cash Central Fund (4.1%), Strategy Inc 9% (3.0%), Strategy Inc Ser A 10% Perp Pfd (2.9%). View all FWATX holdings, sector breakdown, or dividend history.
FWATX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FWATX alternatives are available via the screener, along with tax-loss harvesting opportunities.