FTAWX Mutual Fund
FTAWX Mutual Fund
Fidelity Asset Manager 20% Fund Class A
FTAWX Mutual Fund Overview
FTAWX Mutual Fund (Fidelity Asset Manager 20% Fund Class A) is managed by Fidelity Investments (US) with $52.7M in net assets. FTAWX expense ratio is 0.76%, holding 32 positions across sectors including Other, Unknown, Financials. Inception date: 2006-10-02.
FTAWX performance shows a YTD return of 2.29%. The 1-year return is 9.26% and the 5-year return is 3.23%. FTAWX dividend yield stands at 2.75%, paid monthly.
FTAWX top holdings include Fidelity Investment Grade Bond Central Fund (42.3%), Fidelity Cash Central Fund (20.3%), Fidelity U.S. Equity Central Fund (12.0%), Fidelity International Equity Central Fund (6.5%), Fidelity Low Duration Bond Etf (4.4%). View all FTAWX holdings, sector breakdown, or dividend history.
FTAWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTAWX alternatives are available via the screener, along with tax-loss harvesting opportunities.