FWBTX Mutual Fund (Fidelity Advisor Multi-Asset Income Fund Class C) is managed by Fidelity Investments (US) with $143.3M in net assets. FWBTX expense ratio is 1.86%, holding 334 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2015-09-09.

FWBTX performance shows a YTD return of 3.13%. The 1-year return is 11.10% and the 5-year return is 4.66%. FWBTX dividend yield stands at 2.33%, paid monthly.

FWBTX 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 FWBTX holdings, sector breakdown, or dividend history.

FWBTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FWBTX alternatives are available via the screener, along with tax-loss harvesting opportunities.