FTIWX Mutual Fund
FTIWX Mutual Fund
Fidelity Asset Manager 20% Fund Class I
FTIWX Mutual Fund Overview
FTIWX Mutual Fund (Fidelity Asset Manager 20% Fund Class I) is managed by Fidelity Investments (US) with $22.8M in net assets. FTIWX expense ratio is 0.51%, holding 32 positions across sectors including Other, Unknown, Financials. Inception date: 2006-10-02.
FTIWX performance shows a YTD return of 4.40%. The 1-year return is 9.58% and the 5-year return is 3.49%. FTIWX dividend yield stands at 2.99%, paid monthly.
FTIWX 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 FTIWX holdings, sector breakdown, or dividend history.
FTIWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTIWX alternatives are available via the screener, along with tax-loss harvesting opportunities.