FIKZX Mutual Fund
FIKZX Mutual Fund
Fidelity Asset Manager 50% Class Z
FIKZX Mutual Fund Overview
FIKZX Mutual Fund (Fidelity Asset Manager 50% Class Z) is managed by Fidelity Investments (US) with $2.90B in net assets. FIKZX expense ratio is 0.45%, holding 34 positions across sectors including Other, Unknown, Financials. Inception date: 2018-10-02.
FIKZX performance shows a YTD return of 6.45%. The 1-year return is 17.29% and the 5-year return is 6.25%. FIKZX dividend yield stands at 2.33%, paid quarterly.
FIKZX top holdings include Fidelity Investment Grade Bond Central Fund (33.0%), Fidelity U.S. Equity Central Fund (26.2%), Fidelity International Equity Central Fund (15.2%), Fidelity Emerging Markets Equity Central Fund (7.0%), Fidelity Cash Central Fund (3.9%). View all FIKZX holdings, sector breakdown, or dividend history.
FIKZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FIKZX alternatives are available via the screener, along with tax-loss harvesting opportunities.