FIKYX Mutual Fund
FIKYX Mutual Fund
Fidelity Asset Manager 40% Class Z
FIKYX Mutual Fund Overview
FIKYX Mutual Fund (Fidelity Asset Manager 40% Class Z) is managed by Fidelity Investments (US) with $770.5M in net assets. FIKYX expense ratio is 0.47%, holding 34 positions across sectors including Other, Unknown, Financials. Inception date: 2018-10-02.
FIKYX performance shows a YTD return of 7.22%. The 1-year return is 16.10% and the 5-year return is 5.58%. FIKYX dividend yield stands at 2.47%, paid quarterly.
FIKYX top holdings include Fidelity Investment Grade Bond Central Fund (37.9%), Fidelity U.S. Equity Central Fund (21.5%), Fidelity International Equity Central Fund (12.5%), Fidelity Cash Central Fund (9.1%), Fidelity Emerging Markets Equity Central Fund (5.8%). View all FIKYX holdings, sector breakdown, or dividend history.
FIKYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FIKYX alternatives are available via the screener, along with tax-loss harvesting opportunities.