FIQAX Mutual Fund
FIQAX Mutual Fund
Fidelity Advisor Asset Manager 60% - Class Z
FIQAX Mutual Fund Overview
FIQAX Mutual Fund (Fidelity Advisor Asset Manager 60% - Class Z) is managed by Fidelity Investments (US) with $2.45B in net assets. FIQAX expense ratio is 0.55%, holding 33 positions across sectors including Other, Unknown, Financials. Inception date: 2018-10-02.
FIQAX performance shows a YTD return of 8.46%. The 1-year return is 19.55% and the 5-year return is 7.08%. FIQAX dividend yield stands at 2.00%, paid annually.
FIQAX top holdings include Fidelity U.S. Equity Central Fund (29.2%), Fidelity Investment Grade Bond Central Fund (28.1%), Fidelity International Equity Central Fund (17.6%), Fidelity Emerging Markets Equity Central Fund (8.3%), Fidelity Enhanced Small Cap Etf (Fesm) (2.6%). View all FIQAX holdings, sector breakdown, or dividend history.
FIQAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FIQAX alternatives are available via the screener, along with tax-loss harvesting opportunities.