FIKWX Mutual Fund
FIKWX Mutual Fund
Fidelity Asset Manager 30% Class Z
FIKWX Mutual Fund Overview
FIKWX Mutual Fund (Fidelity Asset Manager 30% Class Z) is managed by Fidelity Investments (US) with $768.6M in net assets. FIKWX expense ratio is 0.47%, holding 36 positions across sectors including Other, Unknown, Financials. Inception date: 2018-10-02.
FIKWX performance shows a YTD return of 5.78%. The 1-year return is 12.09% and the 5-year return is 4.37%. FIKWX dividend yield stands at 2.77%, paid monthly.
FIKWX top holdings include Fidelity Investment Grade Bond Central Fund (42.7%), Fidelity U.S. Equity Central Fund (16.7%), Fidelity International Equity Central Fund (9.7%), Fidelity Cash Central Fund (9.5%), Fidelity Low Duration Bond Etf (4.7%). View all FIKWX holdings, sector breakdown, or dividend history.
FIKWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FIKWX alternatives are available via the screener, along with tax-loss harvesting opportunities.