FTANX Mutual Fund
FTANX Mutual Fund
Fidelity Asset Manager 30%
FTANX Mutual Fund Overview
FTANX Mutual Fund (Fidelity Asset Manager 30%) is managed by Fidelity Investments (US) with $1.55B in net assets. FTANX expense ratio is 0.50%, holding 36 positions across sectors including Other, Unknown, Financials. Inception date: 2007-10-09.
FTANX performance shows a YTD return of 5.74%. The 1-year return is 12.08% and the 5-year return is 4.34%. FTANX dividend yield stands at 2.73%, paid monthly.
FTANX 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 FTANX holdings, sector breakdown, or dividend history.
FTANX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTANX alternatives are available via the screener, along with tax-loss harvesting opportunities.