FIKVX Mutual Fund
FIKVX Mutual Fund
Fidelity Asset Manager 20% Fund Class Z
FIKVX Mutual Fund Overview
FIKVX Mutual Fund (Fidelity Asset Manager 20% Fund Class Z) is managed by Fidelity Investments (US) with $3.16B in net assets. FIKVX expense ratio is 0.45%, holding 32 positions across sectors including Other, Unknown, Financials. Inception date: 2018-10-02.
FIKVX performance shows a YTD return of 4.42%. The 1-year return is 9.58% and the 5-year return is 3.57%. FIKVX dividend yield stands at 3.04%, paid monthly.
FIKVX top holdings include Fidelity Investment Grade Bond Central Fund (42.3%), Fidelity Cash Central Fund (20.3%), Fidelity U.S. Equity Central Fund (12.0%), Fidelity International Equity Central Fund (6.5%), Fidelity Low Duration Bond Etf (4.4%). View all FIKVX holdings, sector breakdown, or dividend history.
FIKVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FIKVX alternatives are available via the screener, along with tax-loss harvesting opportunities.