FIQBX Mutual Fund
FIQBX Mutual Fund
Fidelity Asset Manager 70% Class Z
FIQBX Mutual Fund Overview
FIQBX Mutual Fund (Fidelity Asset Manager 70% Class Z) is managed by Fidelity Investments (US) with $3.10B in net assets. FIQBX expense ratio is 0.55%, holding 29 positions across sectors including Other, Unknown, Financials. Inception date: 2018-10-02.
FIQBX performance shows a YTD return of 11.23%. The 1-year return is 22.25% and the 5-year return is 8.21%. FIQBX dividend yield stands at 1.83%, paid annually.
FIQBX top holdings include Fidelity U.S. Equity Central Fund (33.8%), Fidelity International Equity Central Fund (20.4%), Fidelity Investment Grade Bond Central Fund (17.9%), Fidelity Emerging Markets Equity Central Fund (9.5%), Fidelity Enhanced Small Cap Etf (Fesm) (3.1%). View all FIQBX holdings, sector breakdown, or dividend history.
FIQBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FIQBX alternatives are available via the screener, along with tax-loss harvesting opportunities.